Post-Approval Doc Specialist (Contract) – Hybrid 3x/wk

The Mom Project; Franklin (WI); Hybrid; USD 35,000 - 55,000; Part time

Benefits offered by this job

Medical

Dental

Vision

401k

Job summary

The Mom Project is seeking a Part-time Post Approval Coordinator for a contract basis to support an American financial services mutual organization in Milwaukee. This onsite hybrid role requires 3 days per week in Franklin, WI, with shifts from 9:00 a.m. to 2:00 p.m. or 9:00 a.m.

to 3:00 p.m. The coordinator will manage post-approval documents and DocuSign workflows. Responsibilities include reviewing forms, preparing documents for signature, and communicating status updates by email across

Qualifications

• Strong time-management and organizational skills.
• Clear and professional written and email communication.
• Experience managing cases, requests, or workflow queues.
• Strong attention to detail.
• Experience reviewing forms or documentation for accuracy and completeness.
• Ability to identify and resolve missing information.
• Ability to manage multiple priorities and deadlines.
• Sound problem-solving and research skills.
• Ability to work independently and use available resources.
• Comfort working in a back-office, process-driven environment.
• Ability to learn and navigate multiple systems.

Responsibilities

• Obtain required forms and supporting documents for post-approval policy processing.
• Review documents for completeness, accuracy, and good order.
• Confirm that the appropriate forms have been submitted.
• Identify missing, incomplete, or incorrect information and communicate next steps by email.
• Prepare eligible documents and forms for electronic signature through DocuSign.
• Manage assigned cases and monitor outstanding documentation requirements.
• Respond to status inquiries from field partners and internal business areas.
• Explain established post-approval processes, procedures, and documentation requirements.
• Research requests and determine the appropriate course of action using available resources.
• Maintain accurate case information within internal systems.
• Manage multiple requests and priorities while meeting quality and service expectations.

Skills

Time management

Written communication

Case management

Attention to detail

Documentation review

Problem solving

Independence

Back-office work

Systems navigation

Tools

Microsoft Outlook

DocuSign

Job description

The Mom Project is seeking a Part-time Post Approval Coordinator for a contract basis to support an American financial services mutual organization in Milwaukee. This onsite hybrid role requires 3 days per week in Franklin, WI, with shifts from 9:00 a.m. to 2:00 p.m. or 9:00 a.m.

to 3:00 p.m. The coordinator will manage post-approval documents and DocuSign workflows. Responsibilities include reviewing forms, preparing documents for signature, and communicating status updates by email across