Document Imaging Specialist I

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years.

SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve and our team members share core values that make SouthState a great place to bank, and a great place to work.

SUMMARY/OBJECTIVES

It is the responsibility of the Doc Imaging Specialist I to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.  Responsible for receipt of original loan files, prepping, scanning and indexing all designated documents for loans (mortgage, consumer & commercial), deposit operations and various other departments.  This includes preparing, scanning, indexing, importing, and validating of scanned images. 

ESSENTIAL FUNCTIONS

·        Receive closed loan packages, sort and prep documents for scanning

·        Scan and Index documentation to the appropriate account to ensure files are organized and are maintained in accordance with bank guidelines, while meeting production goals and Service Level Agreements.

·        Verify the indexing of scanned loan documentation to accurately identify the document type and ensure images are associated to the appropriate loan

·        Performs quality control review of the scanned images for legibility and accuracy of indexing

·        File documents in proper storage for retention and shredding

·        Proper routing of required original loan and collateral documents

·        Perform routine maintenance on scanners as required.

·        Assistance with maintaining documents in the loan vault (filing, retrieving files, etc.)

·        Responsible for organizational integrity and business ethics as it relates to this position.

·        Ensure compliance of South State Holdings, Inc. Code of Business Conduct and Ethics and other operating policies and procedures. Completes compliance training, adheres to all anti-money laundering guidelines and procedures and all regulatory requirements

·        Perform other related job duties and special projects as assigned

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

·        Strong interpersonal skills and the ability to work effectively both independently and within a team environment with minimal guidance; high degree of accuracy and attention to detail; ability to communicate effectively (both orally and in writing); excellent organizational skills a must;  Ability to handle confidential information (customers and employees); ability to adjust to a changing environment; ability to work under pressure and meet deadlines; flexibility in work schedule during peak production period is critical in this position.

Qualifications, Education, and Certification Requirements

·        Education: High School diploma required

·        Experience: 1-2 years previous imaging experience preferred; 1-2 years office or banking operations experience preferred; familiarity with various types of loan documentation (consumer, commercial & mortgage) and other account documents such as signature cards and resolutions is preferred; Knowledge of Federal and State regulatory items is required.  Experience with FiServ Premier Systems (including Navigator and Director) is preferred.

·        Certifications/Specific Knowledge: Proficient with Office products including Microsoft Word and Excel skills with the ability to create and manage spreadsheets.

TRAINING REQUIREMENTS/CLASSES

·        Required annual compliance training, New Employee Orientation; Fiserv training as needed to perform specific tasks

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer.  This can be done sitting or standing with use of the right desk.  This position requires lifting boxes and coin on a daily basis.  This position requires the ability to drive a company vehicle to and from other locations.  This position may require bending and reaching.

WORK ENVIRONMENT

For bank office: This position is located in a cubicle environment that may be loud throughout the day.

TRAVEL

Travel may be required to come to meetings as needed.