The Documentation Specialist is responsible for managing all documents for trade claims and accounts receivable, ensuring that all documents from various sources are captured and maintained in Client Systems.
This includes obtaining documentation for assigned customers, researching unknown payments from customers, ensuring automated processes are functioning properly, and managing shared email boxes as well as mailed documentation.
This position will be based in our Broomfield, CO location and is a dynamic role where you can leverage your customer service skill set and intellectual curiosity to help a growing business.
Responsibilities include, but are not limited to:Manage the collection of all documents from various sources and import them into the trade management toolMonitor and escalate issues with automated processes within the trade management toolChange customer behavior to improve documentation quality and timelinessIndex documents to create transactions in the trade management tool, including item capture for specific customersSort and scan mail and ensure sent to the trade management tool to be indexedManage document retention requirements for mailed documentationManage email rules/forwarding for documents to be sent to the trade management toolResearch Unknown payments from customers and determine the next stepsManage all new transactions in the trade management tool
– including monitoring and manually merging transactions as needed, identifying deductions with no documentation, and obtainingEstablish positive cross-functional relationships to respond to the needs of the business and the customerGet involved when process improvement opportunities ariseMeet stated financial goals and objectivesWork within an organization that is focused on value-added activities, maintaining a high level of productivity, integrity, and trust thereby positioned to respond to the needs of a growing and our customersDeliver best-in-class service to internal and external partners
• Adopt client’s Leadership CODE; client leaders are COMMITTED to an ambitious future, OPEN to learn and share with others, DOERS who deliver results fast by EMPOWERING and developing peopleAll other duties as assignedThe ideal candidate will possess the following skillset:Bachelor’s Degree or 3 years of related work experience preferredIntermediate/Advanced Microsoft Excel skillsStrong communication and customer service skillsAbility to multi-task in a fast-paced environmentAccounts receivable and collections preferredMust possess strong analytical and organizational skillsAbility to interact and communicate with all levels in a matrix organizationEncourages cross-functional collaboration and effectivenessExcels in both oral and written communication skills, able to tell stories with dataSAP, HighRadius, CAS experience preferredProcess improvementProblem-solvingALSO:Prepared loan documents for compliance with written loan approval memorandumsPrepare loan files for compliance review or other processingEnsure all information within all documentsPrepare business loan documents and coordinate loan closing & funding of business loansReview commercial loan documents for accuracy and completenessPerform a pre-documentation audit on loan packages received from loan originatorsPerform and document a post-closing document review for each loan funding to ensure proper receipt and execution of loan documents specific to the loan transactionRecognized as the expert on complex loan documentationReviewing loan documentation, scanning loans into the system, and barcoding each loanConfirm documentation requirements or other necessary informationMaintain an efficient filing system for documents and filesScanning various documents to accountsEnsuring compliance with documentation control proceduresEntering loan information into a system and ensuring all necessary documents and signaturesMaintain closed loan files and ensure that scanning of loan files is doneUploading documents and/or forwarding documents to the appropriate department for uploadDefined as loans that contain a large number of complex loan documentsRecognize and classify mortgage documents in closed loan files including credit reports, closing or financial statementsLead word processing and document control operationsReinstate mortgage documents returned from internal functions to the appropriate document custodian