Filing Specialist - Banking Ops (Onsite) 4-month Contract

BCforward; Brooklyn (OH); On-site; USD 28,000 - 30,000; Full time

Job summary

BCforward seeks a Filing Specialist to join onsite in Brooklyn, OH for a 4-month contract. The role supports operations, documentation processing, and customer service within financial services, handling moderate transaction volumes with accuracy and deadlines.

You will file, record, and organize documentation across various banking products, review forms for proper procedures, and assist with billing inquiries while escalating complex issues as needed.

Qualifications

• 1-3 years of experience in an operations role.
• High School Diploma or GED required. College degree preferred.
• Ability to work effectively within a team environment and adapt to change.
• Excellent customer service, verbal and written communication, and interpersonal skills.
• Ability to work under pressure and meet deadlines with accuracy.
• Strong analytical, research, and problem resolution skills.
• Proficient in 10-Key with high speed and accuracy.
• Comfortable navigating multiple computer systems and applications.
• Proficient in Microsoft Office applications.
• Basic understanding of accounting principles, banking policies and procedures, government regulations, and loan documentation.
• Proven ability to handle monetary and processing functions independently and accurately with high transaction volumes.
• Ability to meet production goals and manage customer inquiries, including de-escalation when needed.
• Ability to work with minimal supervision and assist with training new staff as needed.
• Exceptional attention to detail.

Responsibilities

• Execute moderate operational and administrative tasks within defined parameters, with some exposure to complex issues.
• Administer procedures for filing, recording, processing, servicing, and organizing documentation for assigned products or processes.
• Review documentation to ensure proper forms, procedures, and controls are used for moderate activities.
• Support functions across credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, or auto finance.
• Identify and resolve moderate issues using established guidelines, escalating complex matters to senior staff or supervisors.
• Provide service for moderately complex billing inquiries, service requests, suggestions, and complaints.
• Contribute to workflow or process changes and build a foundational understanding of assigned products and processes.
• Prepare recurring reports and fulfill analysis requests accurately and on time.
• Recommend and implement solutions to routine operational issues.
• Perform duties proficiently under moderate to limited supervision and handle other assigned tasks.

Skills

Operations experience

Team collaboration

Customer service

Communication

Attention to detail

10-Key

Education

High School Diploma or GED

College degree preferred

Tools

Microsoft Office

Job description

BCforward seeks a Filing Specialist to join onsite in Brooklyn, OH for a 4-month contract. The role supports operations, documentation processing, and customer service within financial services, handling moderate transaction volumes with accuracy and deadlines.

You will file, record, and organize documentation across various banking products, review forms for proper procedures, and assist with billing inquiries while escalating complex issues as needed.