Document Support Specialist

hace 4 semanas


Xico, México Citi A tiempo completo

Job Summary: We are seeking a highly organized and detail-oriented Document Support Specialist to join our team at Citi. As a Document Support Specialist, you will play a critical role in ensuring the smooth operation of our document processing functions.

Key Responsibilities:

  • Verify receipt of all documents received and check for accuracy and completeness.
  • Record duties include archiving/storage, retrieval, and reconciling documents as received.
  • Imaging duties include setup, document preparation and scanning documents into database and returning electronic files to appropriate business lines.
  • Resolve moderately complex issues and escalate as required.
  • May support one or two business lines in a single system or multiple portfolios (records retention).
  • Prepare documents for review, follows up with clients and modifies contracts within established procedures while meeting quality standards.
  • Monitor daily work lists and queues to process work within set time constraints.
  • Produces simple loan/trade documents upon request.
  • Interacts with legal institutions and dealers/customers to complete work requirements.
  • Sort and prep incoming documents to be imaged.
  • Process information - compiles, code, categorize, calculate, and verify information or data.
  • Administrative Support - photocopying, sorting and distributing mail.

Requirements:

  • Must be able to lift 50 to 70 pounds consistently.
  • Ability to use a variety of office equipment (phone, fax, copier, computer, scanners).
  • Intermediate computer, math and data skills.
  • Ability to follow established procedures to complete moderately complex assignments.
  • Consistently demonstrates clear and concise verbal and written communication skills - involves interactions with internal and external customers.
  • Maintains organizational skills - proven ability to multi-task, prioritize work, pay attention to detail.

Education: High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.



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