CWS Apartment Homes · 1 month ago
Digital Document Specialist
Newport Beach, CA
Full-time
Onsite
Entry, Mid Level
$71K/yr - $73K/yr
2+ years expCWS Apartment Homes is seeking a highly organized and detail-oriented Digital Document Specialist to support their document management, reporting, and investor portal functions. This role involves converting reports into digital documents, maintaining secure digital records, and assisting investors with portal access.
ConsultingReal EstateRental Property
Responsibilities
Organize and maintain digital records within Laserfiche
Digitize physical documents through scanning and indexing
Ensure compliance with internal policies and regulatory requirements
Maintain version control and audit trails for sensitive materials
Manage Docusign© templates and forms used by the Investor Relations team
Provide training and support on document-management systems and procedures
Maintain and create SSRS reports that improve department efficiency
Write basic SQL queries and scripts to support the programming team
Produce mailing collateral for recaps, indications, and ballots
Explore new technologies such as Power BI to identify potential enhancements
Design and implement workflows that streamline digital document processing
Manage the upload and posting of all digital documents to the CWS Investor Portal
Serve as the liaison between CWS, the web host, and the web designer to resolve bugs or implement new portal features
Provide escalated assistance to investors with portal activation or document-signing issues
Qualification
Required
Associate or bachelor's degree in business, information management, or related field
Minimum of 2 years' experience in document control, digital document management, or administrative support
Proficiency with MS Office, SSRS, and basic SQL Server required
Strong organizational, communication, and customer-service skills
Preferred
Experience with Laserfiche strongly preferred
Company
CWS Apartment Homes
CWS Apartment Homes is a real estate company offering, buying, selling, and construction services.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase