Correspondence Processor

About the role

The Document Processing Specialist is responsible for processing electronic and physical documents within proprietary software systems. This role ensures the accurate movement of various types of documents through the full processing cycle, utilizing both manual and automated workflows.

Responsibilities

• Review, identify, and process correspondence according to approved procedures
• Process electronic documents accurately and within established timelines
• Maintain accuracy in naming, storing, and retrieving electronic files
• Collaborate with internal departments including Account Managers, Scanning, and Accounting
• Process incoming physical mail for in-office staff, including sorting, distribution, and preparation for scanning
• Operate scanning and mailing equipment to ensure timely and accurate processing
• Distribute non-scanned mail to appropriate personnel
• Archive and purge documents in accordance with established schedules
• Audit and process CDs to ensure documents or images are uploaded electronically as required, including following up on pending password access
• Perform additional duties as assigned

Requirements

3 years of experience processing electronic documents, or equivalent combination of education and experience

Skills

• Proficiency with computers, Windows Explorer, Microsoft Office, Adobe Acrobat, and proprietary software systems
• Ability to read and interpret open orders, service logs, and procedure manuals; prepare reports and correspondence; and communicate effectively with customers and colleagues via phone, web conference, and email
• Ability to perform basic calculations, compute rates, ratios, and percentages
• Ability to apply common sense understanding and solve problems involving multiple concrete variables in standardized situations

Qualifications

Regularly required to sit, use hands, talk, and hear; occasionally required to lift and/or move up to 10 pounds; specific vision abilities include close vision and ability to adjust focus. Work performed in an office environment with moderate noise levels. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Benefits

• Comprehensive health, dental, and vision insurance
• Paid time off and company holidays
• 401(k) with company match
• Employee assistance program
• Opportunities for professional growth and advancement