Document Management Specialist

3 weeks ago

Charlotte, United States Equitable Holdings Full time

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Please note this position is an essential worker role and will need to work in the Charlotte, NC office

Hours of Operation: 6:00 am to 2:30 pm EST

The Document Management Center (DMC) is a critical component of our overall Life New Business operation. This unit will be the initial point of processing for all our client paperwork after the Replace project goes live. It is vitally important to have a smooth operation in order to meet our sales goals and customer centricity goals established for our organization. The Document Services Associate is responsible for:

Responsibilities include, but are not limited to:

  • Sort all incoming street mail and express mail documents and checks by identifying document source and corresponding imaging system.
  • Use designated patch sheets to separate requests and batches.
  • Place checks in plastic scanning sleeves.
  • Run scan equipment for AWD, nbA, OCR, and conduct a quality review of documents scanned to ensure all information from the original documents has been captured.
  • Clean and calibrate scan equipment twice daily performing each required step in the process.
  • Place service calls to Equitable IT or directly to Cannon and work with the repair representative to determine next steps, communications required, and workarounds.
  • Assist in pulling documents from storage for re-scan.
  • Pack and file scanned material, maintain proper storage procedures and shred older documents in accordance with the current retention policy.
  • Report out any metrics the functional areas require.
  • Keep received logs as designated by the business areas.
  • Record check information for scanning.
  • Review and prepare all documents and checks for scanning, including taping tears, removing staples, and preparation of documents to full sheets.
  • Identify legal seals to properly designate legal documents, reflecting the condition of the documents by noting on the Document Worksheet the state of all legal/notarized documents.

The base salary range for this position is $38,480.  Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

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