Document Review and Verification Associate

About the role

The Document Review & Verification Associate is responsible for performing accurate and timely document intake, early verification checks, and workflow preparation to support the onboarding of Personal Care Attendants (PCA's)/Workers. The Associate processes documents received through multiple channels, completes packet checks, triages inbox communications, and routes documentation to the appropriate internal departments. This role ensures accuracy and compliance with all required state and federal onboarding forms, program‑required documentation, I‑9 verification standards, and employment authorization documentation requirements. The Associate plays an essential part in maintaining smooth onboarding workflow operations by helping resolve documentation issues and supporting efficient handoffs across departments.

Essential Job Functions

• Document Intake and Workflow Processing: Receive, label, and prepare documents submitted through mail, fax, email, scans, and physical submissions. Complete packet checks and prepare documentation for routing according to PCA packet‑based onboarding standards. Monitor and triage the PCA/Worker Onboarding inbox to ensure timely processing and proper routing. Process incoming emails and faxes related to onboarding or required documentation. Route complete packets to the appropriate internal departments and return incomplete packets to the designated team for follow‑up. Research onboarding documentation issues using internal communication tools and escalate when needed.
• Early Verification and Compliance Support: Conduct early verification searches including WEBS, OIG, and CORI/SORI. Perform UID/Social Security number verification and corrections following established guidelines. Document verification outcomes and escalate discrepancies or failures in line with compliance procedures. Maintain adherence to required state and federal onboarding forms, program‑required forms, I‑9 verification standards, and employment authorization documentation requirements.
• Quality, Accuracy, and Workflow Support: Ensure all documents are handled with a high level of accuracy and attention to detail. Assist with identifying documentation errors, missing information, or discrepancies that impact onboarding. Follow established SOPs, checklists, and workflow standards to ensure consistency. Support efforts to improve efficiency, accuracy, and workflow consistency by reporting issues and suggesting enhancements.
• Collaboration and Communication: Communicate professionally with internal departments to clarify documentation issues or routing questions. Work closely with the supervisor and teammates to maintain daily workflow expectations and service levels. Participate in training and cross‑training sessions to build knowledge across DRV processes.
• Other Responsibilities: Perform additional duties assigned to support departmental or organizational objectives.

Competencies

• Strong attention to detail with the ability to review and verify high‑volume documentation accurately.
• Ability to follow established workflows, procedures, and compliance requirements consistently.
• Effective problem‑solving skills and the ability to identify issues and escalate appropriately.
• Strong organizational and time‑management skills with the ability to multitask in a fast‑paced environment.
• Clear and professional communication skills when interacting with colleagues and internal departments.
• Demonstrates proficiency with Microsoft Office, Outlook, databases, and workflow or communication platforms, with the ability to learn new systems quickly.
• Ability to adapt to changing policies, procedures, and system updates.
• Maintains professionalism and confidentiality when handling sensitive information.

Qualifications

• Required Education: High School Diploma
• Preferred Experience: Experience in document processing, PCA/worker onboarding support, customer service, or administrative work in a high‑volume environment is a plus. Prior experience reviewing state and federal employment forms, I‑9 verification, or other compliance‑related tasks is a plus. At least one year of experience working within a Fiscal Intermediary (FI) environment is required. Proficiency with databases, workflow systems, and Microsoft Office applications, with the ability to learn internal systems quickly.

Travel

Travel to company sites and agencies as required.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and/or hear. The employee is frequently required to sit, stand, walk; use hands to finger, handle or feel; and reach with hands and arms.