Document Classification and Image Specialist

Overview

This position is responsible for operating document imaging equipment to create electronic files or archives. This role involves preparing documents for scanning, scanning documents, and verifying the quality of digital images. The Document Classification and Image Specialist ensures that documents are accurately indexed and stored according to organizational guidelines.  The loan documents come from a large variety of loan sources, including consumer, small business, SBA, commercial, attorney-prepared loans, participation and syndication loans and many others. 

Responsibilities

• Prepare loan documents for high-speed scanning by removing clips, staples, adding bar code sheets, placing documents in the proper order.
• Use high-speed scanners to scan loan documents into the imaging system.
• Review documents to verify they are accurately placed in the imaging system and are formatted, categorized and indexed properly.
• Maintain bar codes sheets needed for high-speed scanning.
• Verify the quality of scanned images, ensuring they are clear and legible.
• Keep the scanner clean and in good working order. Notify Supervisor or Manger when service is needed.
• Perform additional duties as assigned.

Qualifications

• High school education
• 1 year of loan documentation experience including retail consumer, commercial and/or SBA loan documentation
• Working knowledge of high-speed scanning equipment
• Ability to determine if images are good quality
• Ability to follow procedures for preparation and scanning of documents
• Basic knowledge of document image storage systems
• Ability to focus on accuracy and attention to details
• Basic organizational skills
• Communication skills
• Basic computer skills

Physical Requirements/Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.  

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.