Document Management Specialist
Hauppauge, NY Hauppauge, NY Full-time Full-time Estimated:
$42.
3K - $53.
5K a year Estimated:
$42.
3K - $53.
5K a year 3 days ago 3 days ago 3 days ago Join Our Team:
For 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow.
Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States.
As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work.
Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.
Summary:
Receives/scans documents and prepares them for off-site storage.
Retrieves, prints and distributes previously scanned documents requested by members and staff.
Ensures department logs and document related equipment are maintained.
EDUCATION and/or
Experience:
A high school education or GED required Microsoft Word and Excel required Computer, customer service, multitasking skills, detail orientation and the ability to work independently and as a team player required.
Knowledge of documentation storage-related procedures and equipment preferred ESSENTIAL DUTIES:
Receive documents submitted by staff and prepare them for scanning.
Review screen image to ensure information is legible and adjust the image.
Scan documents, ensure they are saved under the appropriate category (e.
g.
, Stop Payment Request, Power of Attorney, etc.
) and in multiple member files, and that files are appropriately cross referenced.
Contact staff to provide instructions on completing request forms, obtain additional information required for document scanning, clarify where documents should be saved, resolve issues, etc.
Receive requests for scanned/microfilmed documents from members and staff, conduct research to locate them, and print/provide copies.
Ensure that all requests and related notes/information are logged.
Ensure that equipment is in good working condition and advise the supervisor of the need for maintenance/repairs.
Sort department mail into appropriate categories.
Utilize proprietary systems to access request forms and enter status of requests.
Perform other duties as needed upon request from immediate supervisor Benefits of Joining the Teachers Team:
We provide a competitive compensation and benefits package that includes, but is not limited to:
Paid time off for vacation, personal days, and holidays Fully-funded pension plan 401(k) company contribution Teachers pay 100% of Vision & Dental Care Tuition reimbursement is offered to full-time employees Exclusive employee discount of 0.
96% APR on credit card loans and a 1.
00% APR on all other loans through Teachers Flexible hybrid schedule for eligible positions To learn more about Teachers and to view a full list of our job opportunities please visit https:
//www.
teachersfcu.
org/about/careers #LI-KM2.
Estimated Salary: $20 to $28 per hour based on qualifications.
$42.
3K - $53.
5K a year Estimated:
$42.
3K - $53.
5K a year 3 days ago 3 days ago 3 days ago Join Our Team:
For 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow.
Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States.
As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work.
Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.
Summary:
Receives/scans documents and prepares them for off-site storage.
Retrieves, prints and distributes previously scanned documents requested by members and staff.
Ensures department logs and document related equipment are maintained.
EDUCATION and/or
Experience:
A high school education or GED required Microsoft Word and Excel required Computer, customer service, multitasking skills, detail orientation and the ability to work independently and as a team player required.
Knowledge of documentation storage-related procedures and equipment preferred ESSENTIAL DUTIES:
Receive documents submitted by staff and prepare them for scanning.
Review screen image to ensure information is legible and adjust the image.
Scan documents, ensure they are saved under the appropriate category (e.
g.
, Stop Payment Request, Power of Attorney, etc.
) and in multiple member files, and that files are appropriately cross referenced.
Contact staff to provide instructions on completing request forms, obtain additional information required for document scanning, clarify where documents should be saved, resolve issues, etc.
Receive requests for scanned/microfilmed documents from members and staff, conduct research to locate them, and print/provide copies.
Ensure that all requests and related notes/information are logged.
Ensure that equipment is in good working condition and advise the supervisor of the need for maintenance/repairs.
Sort department mail into appropriate categories.
Utilize proprietary systems to access request forms and enter status of requests.
Perform other duties as needed upon request from immediate supervisor Benefits of Joining the Teachers Team:
We provide a competitive compensation and benefits package that includes, but is not limited to:
Paid time off for vacation, personal days, and holidays Fully-funded pension plan 401(k) company contribution Teachers pay 100% of Vision & Dental Care Tuition reimbursement is offered to full-time employees Exclusive employee discount of 0.
96% APR on credit card loans and a 1.
00% APR on all other loans through Teachers Flexible hybrid schedule for eligible positions To learn more about Teachers and to view a full list of our job opportunities please visit https:
//www.
teachersfcu.
org/about/careers #LI-KM2.
Estimated Salary: $20 to $28 per hour based on qualifications.
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