Document Specialist - South Jordan, UT

About the role

This is a 12-month contract position located in South Jordan, UT. The interview process consists of one round conducted on Zoom.

Responsibilities

• Process incoming and outgoing paperwork including mail and facsimiles
• Support client service associates and operational personnel
• Check inbound client documents for accuracy
• Notate all activities on the account
• Submit accurate forms for final processing to the service center
• Make outbound contact both in writing and verbally with clients concerning paperwork
• Define and prioritize project activities and follow up on project progress

Requirements

• 1-2 years of experience in the financial services or document processing field
• Strong written and verbal communication skills
• Proficiency in MS Word and database input
• Knowledge of the financial services field
• Ability to learn quickly and engage in multiple detailed tasks simultaneously
• Strong flexibility regarding assigned duties and problem-solving skills
• Ability to work independently

Qualifications

• Preferred: A 4-year college degree
• Interest in career development

Skills

• Attention to detail
• Dependability
• Self-starter capable of working in a fast-paced environment