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Posted 2 months ago

Document Processor Agent (Santiago)

Santiago de los CaballerosOn-siteFull-time

AI Summary

Types customer and financial data into databases and computer files, verifies information against source documents, and organizes paperwork to maintain accurate records.

About this role

One Park Financial is looking for a Doc Processor to type information into our database to join our growing team. OPM supports its staff by marketing aggressively to our target demographic. Company-branded marketing is constantly implemented to provide greater access to inbound, qualified, and interested leads.

The ideal candidate should have good communication and detail-oriented skills, patience and understanding, and the ability to be persuasive, persistent, and firm.

Responsibilities

  • Transfer data from different sources into computer files or database systems.
  • Type in data provided directly by customers.
  • Analyze bank statements
  • Create spreadsheets with large numbers of figures without mistakes
  • Verify data by comparing it to source documents
  • Update existing data
  • Retrieve data from the database or electronic files
  • Perform regular backups to ensure data preservation
  • Sort and organize paperwork after entering data to ensure it is not lost

Requirements

  • Bachelor's degree in Finance, Business Administration, Accounting, or Economy (preferred).
  • Intermediate English
  • Proficiency in computer software, such as Microsoft Word, Excel, and Outlook
  • Ability to securely store or discard documents and maintain confidentiality.
  • Excellent organizational and communication skills.

Skills

Backup ProceduresDatabase ManagementData EntryData VerificationDocument ManagementExcelFile OrganizationMicrosoft OutlookMicrosoft WordSpreadsheet Creation

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