Job Description: The primary purpose of this position is to manage company documents while ensuring their accuracy, quality, and integrity. Edit, reformat, and upload documents according to company procedures. Ability to prioritize, manage time well, multitask and troubleshoot. Must be computer-savvy and well-versed in Microsoft Office products. (Word, Excel) SharePoint experience a plus. This position requires strong attention to detail and the ability to multi-task, handle high volume workloads, and work in a team environment while maintaining a high accuracy rate. Ideal candidate needs excellent computer skills, including advance Microsoft Word, intermediate Excel, intermediate Adobe (Experience with editing PDFs), attention to details.
- Organizing, identifying, and distributing incoming emails to appropriate representatives.
- Strong attention to detail and the ability to multi-task, handle high volume workloads, and work in a team environment while maintaining a high accuracy rate.
- Solid understanding of the process, be able to identify Wholesale product lines, and determine the appropriate destination very quickly.
- Very critical to the end-to-end Wholesale Underwriting process.
- Working under direct supervision following standard processing procedures.
- Document Management Technician responsibilities.
- The primary purpose of this position is to manage company documents while ensuring their accuracy, quality, and integrity.
- Edit, reformat, and upload documents according to company procedures.
- Ability to prioritize, manage time well, multitask and troubleshoot.
- Must be computer-savvy and well-versed in Microsoft Office products.
- (Word, Excel) SharePoint experience a plus.
- This position requires strong attention to detail and the ability to multi-task, handle high volume workloads, and work in a team environment while maintaining a high accuracy rate.
- Ideal candidate needs excellent computer skills, including advance Microsoft Word, intermediate Excel, intermediate Adobe (Experience with editing PDFs), attention to details.
Qualifications:
- Strong PC skills, especially in Word, Excel, and Outlook.
- Verbal and written communication, analysis and problem solving, organization, time management, multitasking, able to work at a fast pace accurately.
- Adequate customer service skills.
- Detail-oriented.
- Self-directed and highly productive with minimal supervision.
- Comfortable with high volume workloads, multiple priorities, and production standards.
- Experience working in a team-oriented, collaborative environment.
