Onsite Document Specialist - Fast-Paced Finance Ops

Dexian; Plano (TX); On-site; USD 40,000 - 52,000; Full time

Job summary

Dexian, a Fortune 500 Financial Services Corporation, seeks an onsite Document Specialist to manage high-volume documentation and administrative tasks. You will review 100-300 documents daily for accuracy and ensure proper filing in electronic and physical formats.

Responsibilities include data entry, tracking metrics, and communicating with internal teams. Candidates must be detail-oriented, organized, and able to work independently in a fast-paced environment onsite in Plano, TX.

Qualifications

• Attention to detail is essential for reviewing auto finance contracts and filing tasks.
• Ability to use word processing apps and spreadsheets to record metrics accurately.
• Must be able to identify documents required for legal retention and adhere to procedures.

Responsibilities

• Review 100-300 documents daily for accuracy and completeness.
• Process incoming mail: document in system, distribute, or re-route to the correct dept.
• Make outbound calls to collect information when processing requests fails.
• Handle faxing, mailing and overnighting of over 100 documents daily.
• Perform data entry and data collection tasks with speed and accuracy.
• Create and maintain spreadsheets in Excel; file and organize documents electronically and physically.

Skills

Attention to detail

Organizational skills

Data entry

Verbal & written communication

Independent work

Education

High School Diploma

Tools

Google Suite

Microsoft Office

Job description

Dexian, a Fortune 500 Financial Services Corporation, seeks an onsite Document Specialist to manage high-volume documentation and administrative tasks. You will review 100-300 documents daily for accuracy and ensure proper filing in electronic and physical formats.

Responsibilities include data entry, tracking metrics, and communicating with internal teams. Candidates must be detail-oriented, organized, and able to work independently in a fast-paced environment onsite in Plano, TX.