Responsibilities:
Verify receipt of all documents received and check for accuracy and completeness.
Records duties include archiving/storage, retrieval, and reconciling documents as received.
Imaging duties include setup, document preparation and scanning documents into database and returning electronic files to appropriate business lines.
Resolves moderately complex issues and escalate as required.
May support one or two business lines in a single system or multiple portfolios (records retention).
Prepares documents for review, follows up with clients and modifies contracts within established procedures while meeting quality standards.