Document Imaging Specialist
Horsham, Pennsylvania, United States of America
Full Time
1 week ago
Key skills
ExpressLeadershipTime Management
About this role
FIRSTRUST BANK
RECOGNIZES THE LEADER IN YOU
As one of the region’s foremost community banking institutions, we take pride in fostering leadership.
As a Firstrust employee, your growth is our growth.
For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success.
For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity and accountability.
*Hybrid Position*
Provides administrative and operational support for document processing, records management, return mail handling, and data maintenance activities while ensuring accuracy, compliance, and adherence to Bank procedures. This role also supports customer and internal team needs by identifying service opportunities, maintaining quality standards for document imaging and indexing, and assisting with updates to procedures and training for backup team members
JOB DUTIES AND RESPONSIBILITIES:
• Assist in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Directs customers to the appropriate person to open account. Actively sells and promotes corporate products to potential and existing customers. Possesses knowledge of corporate products and services to suggest products
• Responsible for daily processing of related Bank documents to include but not limited to:
◦ Review for clarity and completion
◦ Scan and index as directed by procedures.
◦ Validate the quality of image and index
◦ Support processes to identification of missing paperwork
◦ Process Flags/Codes in core system as directed by procedures
• Responsible for processing Return Mail within the established procedures and appropriate banking regulations.
• Reviews operational reports to validate changes in relation to address maintenance of fields/flag.
• Review Data Maintenance forms for title and address changes to ensure forms support system changes. Missing information should be updated on Community Banking’s reports and necessary system information related to addresses should be performed.
• Update procedures as necessary ensuring compliance with regulations.
• Provide training to back up team members
• Perform other duties as assigned by Management
PHYSICAL AND SENSORY REQUIREMENTS:
• Prolonged periods sitting at a desk and working on a computer.
• The employee may be required to lift files/materials up to 20 pounds to take to various locations.
• The incumbent will be expected to operate a computer terminal.
• Prolonged periods sitting at a desk and working on a computer
POTENITAL ON-THE-JOB-RISKS:
• None identified.
EDUCATION, TRAINING AND EXPERIENCE:
• High School diploma or equivalent
• Basic knowledge of Microsoft Office (Word, Excel and Outlook)
• Communicates clearly and professionally via telephone/email
• Strong attention to detail, self-motivator and good problem-solving skills
• Good organization and time management skills to help support competing priorities
• Demonstrates friendly, positive attitude
Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran’s status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws.
Firstrust Bank is an Equal Opportunity Employer.
If you have a disability and need an accommodation to complete the application process, please email Firstrust Bank Human Resources Department HResources@firstrust.com. Include your full name, best way to reach you, and the accommodation needed to assist with the application process.
Firstrust provides reasonable accommodations so that disabled individuals may participate in the application and selection process. Please state your reasonable accommodation request for assistance in your message.
Only reasonable accommodation requests related to applying for a specific position within Firstrust will be reviewed at the email address and phone number supplied.
Please advise Firstrust of any accommodation you require to express an interest in a specific opening by emailing or calling: reasonableaccomdations@firstrust.com or 215-728-8265.
RECOGNIZES THE LEADER IN YOU
As one of the region’s foremost community banking institutions, we take pride in fostering leadership.
As a Firstrust employee, your growth is our growth.
For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success.
For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity and accountability.
*Hybrid Position*
Provides administrative and operational support for document processing, records management, return mail handling, and data maintenance activities while ensuring accuracy, compliance, and adherence to Bank procedures. This role also supports customer and internal team needs by identifying service opportunities, maintaining quality standards for document imaging and indexing, and assisting with updates to procedures and training for backup team members
JOB DUTIES AND RESPONSIBILITIES:
• Assist in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Directs customers to the appropriate person to open account. Actively sells and promotes corporate products to potential and existing customers. Possesses knowledge of corporate products and services to suggest products
• Responsible for daily processing of related Bank documents to include but not limited to:
◦ Review for clarity and completion
◦ Scan and index as directed by procedures.
◦ Validate the quality of image and index
◦ Support processes to identification of missing paperwork
◦ Process Flags/Codes in core system as directed by procedures
• Responsible for processing Return Mail within the established procedures and appropriate banking regulations.
• Reviews operational reports to validate changes in relation to address maintenance of fields/flag.
• Review Data Maintenance forms for title and address changes to ensure forms support system changes. Missing information should be updated on Community Banking’s reports and necessary system information related to addresses should be performed.
• Update procedures as necessary ensuring compliance with regulations.
• Provide training to back up team members
• Perform other duties as assigned by Management
PHYSICAL AND SENSORY REQUIREMENTS:
• Prolonged periods sitting at a desk and working on a computer.
• The employee may be required to lift files/materials up to 20 pounds to take to various locations.
• The incumbent will be expected to operate a computer terminal.
• Prolonged periods sitting at a desk and working on a computer
POTENITAL ON-THE-JOB-RISKS:
• None identified.
EDUCATION, TRAINING AND EXPERIENCE:
• High School diploma or equivalent
• Basic knowledge of Microsoft Office (Word, Excel and Outlook)
• Communicates clearly and professionally via telephone/email
• Strong attention to detail, self-motivator and good problem-solving skills
• Good organization and time management skills to help support competing priorities
• Demonstrates friendly, positive attitude
Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran’s status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws.
Firstrust Bank is an Equal Opportunity Employer.
If you have a disability and need an accommodation to complete the application process, please email Firstrust Bank Human Resources Department HResources@firstrust.com. Include your full name, best way to reach you, and the accommodation needed to assist with the application process.
Firstrust provides reasonable accommodations so that disabled individuals may participate in the application and selection process. Please state your reasonable accommodation request for assistance in your message.
Only reasonable accommodation requests related to applying for a specific position within Firstrust will be reviewed at the email address and phone number supplied.
Please advise Firstrust of any accommodation you require to express an interest in a specific opening by emailing or calling: reasonableaccomdations@firstrust.com or 215-728-8265.