Document Support Specialist 2 (Transaction Services)

Job Description

The Doc Support Specialist 2 performs basic assignments. Works under direct supervision. May service a range of products/services. Applies knowledge of broad work area procedures and activities. Applies attention to detail and task accuracy. Exchanges basic to moderately complex information with others to ensure understanding and provide basic support. Requires basic written, verbal and listening skills. Basic knowledge of the organization. Selects best course of action from multiple, defined options. Selects appropriate procedures to resolve problems which may involve uncommon variations. Anticipates problems and recognizes when to deviate from standard practices.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.

Responsibilities + Skills

Ability to follow established procedures to complete moderately complex assignments.Consistently demonstrates clear and concise verbal and written communication skills - involves interactions with internal and external customers.Maintains organizational skills - proven ability to multi - task prioritize work, pay attention to detail

Education

Must be able to lift 50 to 70 pounds consistently.Ability to use a variety of office equipment (phone, fax, copier, computer, scanners).Intermediate computer, math and data skills.

Experience

Job Summary

  • Published on: Wednesday, 12th June 2024
  • Designation: Document Support Specialist
  • industry: information technology
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Burlington, IA
  • Salary: 0
  • Gender:
  • Application Deadline: Wednesday, 12th June 2024

About the Company

  • Company Name: Citi.
  • Address: The Citi Private Bank Citigroup Center 153 East 53rd Street 16/ F, Zone 19 New York, NY 10022 U.S.A.
  • Website: https://www.citigroup.com/
  • Company Profile:
  • Citi is more than a global financial services company. It’s an engine for progress. Join us, and you’ll have the chance to get involved in progress in all its shapes and forms, right across the world. From the micro to the macro, from Australia to Zambia, the ... Read moreMission: Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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