Document Review Specialist Job Description
Document Review Specialist Duties & Responsibilities
To write an effective document review specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included document review specialist job description templates that you can modify and use.
Sample responsibilities for this position include:
Document Review Specialist Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Document Review Specialist
List any licenses or certifications required by the position: ACE, ENCE
Education for Document Review Specialist
Typically a job would require a certain level of education.
Employers hiring for the document review specialist job most commonly would prefer for their future employee to have a relevant degree such as Collage and High School Degree in Education, Law, Criminal Justice, Legal Assistant, Communications, Computer, Health Services, Public Health, Business, Communication
Skills for Document Review Specialist
Desired skills for document review specialist include:
Desired experience for document review specialist includes:
Document Review Specialist Examples
Document Review Specialist Job Description
- Preparing outgoing mail to customers and recording offices
- Must be able to meet and exceed production goals
- He or she will make the determination when the documents must be referred to HNB legal team for further assistance in determination
- The DRS will approve or deny the documentation for the stated transaction
- The DRS will work with the Branch Colleagues to understand the exact request of the customers
- The DRS is not a customer facing position, and must be able to provide succinctly provide the branch with instruction on what is needed
- He or she will assure that documents are electronically captured and appropriately filed in the customers file
- He or she will be the Subject Matter Expert for the Colleague Resource Center, providing guidance and training to the entire team
- Daily reporting will be identified and produced by the DRS
- The DRS will closely monitor for possible internal or customer fraud situations
- Flexible to work in shifts & Saturday working schedules
- 1-2 years experience in documentation or similar office role, administrative
- High School Diploma, College Degree Prefered
- At least 2 years of experience in the Financial Services and/or Banking industry preferred
- Must have very high attention to detail
- Familiarity with logistics documents a plus, but not necessary
Document Review Specialist Job Description
- Identifying and communicating documentation exceptions to the market partners
- Working with the market partners to research and resolve documentation exceptions
- Entering and updating collateral information on the applicable collateral systems
- Indexing documents in CLW to be archived in the image repository
- Review medical records enter and maintain charting note records using billing software
- Engage and/or educate operational staff on current qualifications to ensure compliance under payer regulations
- Work with the audit team on audits concerning medical records
- Taking raw formats of new Communities Governing Documents and cleaning them up according to the Community Archives guidelines for Governing Documents in a resale package
- Labeling Governing Documents by the correct name and in sequential order as defined by Community Archives resale guidelines
- Ensuring there are no duplication of Governing Documents for new Communities
- Three years loan documentation and/or commercial loan documentation experience
- Must have at least 1 yr
- High School Diploma or GED or one to three months related experience and/or training
- Administrative background, mortgage experience a plus!
- Experience is welcome but not required, you will receive top-notch training
- Experience with Automation testing with Selenium Webdriver is a plus
Document Review Specialist Job Description
- Securing Governing Documents by either making them password protected or watermarking the products for viewing purposes only if they are uploaded to the community’s website as well
- Processing declined and duplicate credit card transactions reports
- Packaging and remitting welcome packages for new homeowners in Arizona
- Processing requests for fillable forms
- Reading and reviewing documents for errors and missing documents
- Communication with other team members to fix errors
- Retrieval of missing documents
- Research to fix errors and prevent further omissions
- You will be responsible for maintaining a steady work flow of incoming documents by verifying that accurate information is present per our systems utilizing a checklist
- Depending on the area supported, this role may mail policy documents as necessary and in accordance with necessary requirements
- Should have strong understanding of quality assurance and testing process within an Agile environment
- Must be detail oriented and capable of analyzing issues from the perspective of users
- Must work collaboratively with developers and proactively identify defects during each iteration/sprint
- Graduate-level education, preference will be given to Law graduates Proven project management experience, a plus Legal
- Documentation of Paralegal experience is a plus Detail oriented and methodical
- Documentation of Paralegal experience is a plus Detail oriented and methodical Excellent time management and organizational skills Proficiency in MS Office applications
Document Review Specialist Job Description
- Accurately archiving legal documentation against core, key and extended metadata to ensure future retrieval requests can be performed according to data points as necessary and regulatory reporting needs are met
- Manage high volume of loan collateral inventory
- Receive and audit new collateral document packages daily
- Log and track each collateral item
- File collateral
- Receive and process return collateral requests
- Work with internal and external account auditors
- Work with Relationship Managers
- Assist other areas of department and perform special projects as needed
- Obtains, monitors the upload of, reviews and indexes all applicable loan documentation
- Documentation of Paralegal experience is a plus Detail oriented and methodical Excellent time management and organizational skills Proficiency in MS Office applications Strong teamwork and partnership ability
- Bachelor's degree in administration, commerce, management or any related field, or equivalent years of related experience
- Keenness and flexibility to work extended hours in strict environment
- The DRS will possess specialized skills to analyze complex information and make judgment calls with respect to Fiduciary
- Exposure to existing collateral tracking codes and procedures
- Knowledge of review processes and procedures preferred
Document Review Specialist Job Description
- Maintains a working recognition of all documents pertaining to real estate transactions
- Developing, recommending and implementing workflow improvements for eDiscovery and Legal Hold processes, in order to ensure accuracy and efficiency
- Prioritizing eDiscovery collection and processing tasks with the Associate Director for eDiscovery and Information Governance in order to meet litigation deadlines, while ensuring that those eDiscovery efforts meet the specific needs of each matter, and troubleshooting any issues with forensic collection or data processing as they arise
- Continually improving knowledge of industry trends and “best practices” related to Legal collections & eDiscovery
- Working on other eDiscovery / litigation BTS support projects, as assigned
- Push through transactions when needed
- Research issues that arise
- Address advanced customer issues
- Complete document indexing and tagging
- Handles routine documentation reviews
- Well verse in banking AML/CFT requirements
- Able to read and analyse corporate constitutional and legal documentation in relation to account opening
- Able perform account opening system process and perform UAT/ LV
- Effective communication skills - to be able to manage relationships with internal customer and other business partners
- Meticulous and with great eye for detail
- Previous banking experience in Letter of Credit processing preferred