Salary Job Openings

Document Retention Specialist (Part-Time) - Danbury

Union Savings Bank - CT
Danbury, CT Part Time
POSTED ON 3/14/2024

The Document Retention Specialist is responsible with scanning and reviewing documents that have been imaged for retention purposes. They also provide clerical support to the team.

Scanning

Scan both paper and electronic documents. This includes, but is not limited to:

  • Loan Documents – Closing documents, maintenance, declines, payoffs, loan tickets, past due letters, appraisals and financials.
  • Deposit Documents - New account documents, maintenance, account closures, ATM & debit card customer documents and system documents, mobile system documents and letters of authorization.
  • Accounts Payable – Invoices and Statements.
  • Branch Documents – Balance sheets, cash shipments, signature guarantee, cash advance, monthly balance sheets and safe deposit documents.

Verification

Verify scanned documents to ensure both their image quality and they were scanned in their entirety. Identify and address errors and notify management of those recurring.

Lockbox Processing

Review and process both daily and quarterly payments. This includes, but is not limited to, a review and scan of each document, logging the transactions and sending return mail.

Clerical Support

Recognize document types that require safeguarding of the physical document.

Utilize system generated reports to determine what payoff files require scanning.

Participate in system workflows to ensure tasks are handled in the most efficient manner.

File loans utilizing a specific numbering system.

Handle loan file requests. This includes, obtaining the file and identifying that the file is “out” for review. In addition, returning the file to its proper location.

Assist with loan payoff retention.

 

This position will be based out of our Danbury Headquarters office located at 225 Main St. Danbury, CT

The schedule is Monday - Friday from 1:00 pm - 5:00 pm for a total of 20 hours per week

 

Hourly Wage Estimation for Document Retention Specialist (Part-Time) - Danbury in Danbury, CT
$22.92 to $29.32
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