Mail and Document Administrator
Found in: Appcast US C2 - 2 weeks ago
Who we are:
We are a dedicated group of passionate techies, credit geeks, designers, marketers, risk and compliance experts, and a friendly customer support team with a shared vision to make a difference in the consumer credit market.
We have one simple goal:
Our goal is to make FinTech accessible to all and make our financial lives simpler, better, cheaper, and more convenient. And by doing this, we aim to change the way people think about finances and investments permanently.
Why We Do It:
We believe we can empower people by disrupting the status quo with our FinTech products changing the way people go about their financial lives.
How We Do It:
We provide simplified financial products that enable customers to take control of their financial well-being.
What We Do:
We provide financial products that are intrinsically designed to better our customers' long and short-term finances and investments.
Responsibilities:
- Collect mail from the designated mailroom or mailbox.
- Sort incoming mail based on recipients or departments.
- Open envelopes and carefully examine the contents of each piece of mail.
- Utilize the designated scanning equipment to digitize the contents of each piece of mail.
- Ensure that each scanned document is of high quality and legible.
- Save the scanned documents in a designated digital folder or document management system.
- Assign appropriate and descriptive file names to scanned documents for easy identification.
- Adhere to strict confidentiality guidelines when handling sensitive or private information.
- Email or upload the scanned documents to the designated recipients in a timely manner.
- Address any returned mail, update recipient information as needed, and resend if necessary.
- Keep records of scanned mail, including dates, recipients, and any relevant notes. Report any discrepancies or issues to the appropriate personnel.
- Assist with additional administrative tasks as needed, such as filing, data entry, or other duties.
- Follow established security protocols to protect sensitive information during the scanning and transmission process.
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