Data Entry Resource

About the role

We are seeking a detail-oriented individual to support a temporary data cleanup initiative within Operations.

Key Responsibilities

• Review operational reports and update customer/account records as needed
• Correct spelling errors and formatting inconsistencies in customer information
• Identify and resolve duplicate customer records
• Update and standardize addresses using USPS formatting standards
• Complete missing address components, such as state or zip code information
• Update account records with missing or incorrect officer codes
• Assist with identifying and closing inactive accounts
• Review and tag documents within the document management system
• Follow established procedures and documentation standards
• Maintain accuracy and confidentiality while handling sensitive customer information
• Other duties as assigned

Requirements

• High school diploma or equivalent required
• Prior administrative, banking, operations, or data entry experience preferred
• Strong attention to detail and organizational skills
• Ability to work independently and manage repetitive tasks with accuracy
• Comfortable navigating multiple systems and applications
• Basic proficiency in Microsoft Office, especially Excel
• Strong written and verbal communication skills

Preferred Skills

• Experience working with customer or account data
• Familiarity with document management systems
• Banking or financial services experience is a plus

Summary of Position

We are seeking a detail-oriented individual to support a temporary data cleanup initiative within Operations.