Onsite Document Specialist - Fast-Paced Finance Admin

Dexian; Plano (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Dexian is seeking an onsite Documentation Specialist to join a Fortune 500 financial services team in Plano. You will manage high-volume documentation, review contracts, and support filing, data entry, and communications to ensure accuracy and timely processing.

The role requires meticulous attention to detail, ability to multitask in a fast-paced environment, and strong organizational skills. You will work onsite Monday through Friday and utilize Google Suite and Microsoft Office tools to track

Qualifications

• High School Diploma or equivalent.
• At least 1 year of file-room experience or office/call center experience.
• Basic knowledge of Google Suite (Sheets, Docs, Gmail).
• Basic knowledge of Microsoft Office (Excel/Word).
• Must report onsite Monday - Friday.
• Strong organization and attention to detail.

Responsibilities

• Review 100–300 documents daily for accuracy.
• Handle incoming mail: document, distribute, or re-route.
• Make outbound calls to obtain information when needed.
• Fax, mail, and overnight 100+ documents daily.
• Data entry and data collection with accuracy.
• Create and maintain spreadsheets in Excel.
• File and organize documents electronically and physically.

Skills

Attention to detail

Time management

Data entry

Multitasking

Independent work

Communication skills

Education

High School Diploma

Tools

Google Sheets

Google Docs

Gmail

Microsoft Excel

Microsoft Word

Job description

Dexian is seeking an onsite Documentation Specialist to join a Fortune 500 financial services team in Plano. You will manage high-volume documentation, review contracts, and support filing, data entry, and communications to ensure accuracy and timely processing.

The role requires meticulous attention to detail, ability to multitask in a fast-paced environment, and strong organizational skills. You will work onsite Monday through Friday and utilize Google Suite and Microsoft Office tools to track