Work Intake Associate

About The Role

An imaging Associate is responsible for opening mail, preparing, and scanning documents into the company's workflow system. These documents include forms, bank checks, correspondence and various legal documents. The documents must be processed within a specific time frame that aligns with the regulations that govern their specific industry. This position reports directly to the Work Intake Team Leader with dotted line reporting to the Site Manager.

Responsibilities

• Open and sort mail received from multiple mail delivery vendors.
• Identify transactional VS non-transactional documents and prepare them for scanning into the workflow system.
• Ensure documents are in the correct order.
• Insert admin sheets as needed.
• Create batch cover sheets.
• Use desktop scanner to scan documents into workflow.
• File documents according to client's secure storage requirements.
• Process proof documents to be returned to the customer (original documents such as birth/death/marriage certificates, passports etc).
• Purge documents that have aged out of their storage date.
• Process live checks via a remote deposit process.
• Monitor a 're-scan' queue.

Location & Commitments

Part-Time Position. Voluntary overtime will be requested as needed to meet business needs.

Qualifications And Requirements

• High School diploma or equivalent
• Must be able to pass background check, fingerprint check and credit check
• Must be fully proficient in using the following Microsoft tools:
  • Outlook
  • Word
  • Excel - data entry
• Must be able to use multiple screens to navigate multiple systems/windows
• Must be able to type 55WPM and use 10-key
• Prior experience data entry or administrative services a plus
• Good written and verbal communication skills
• Comfortable working in a fast-paced environment
• Comfortable working under a deadline
• Strong attention to detail