Covius · 10 hours ago
Document Management Associate
Covius is a company committed to bringing passion and customer focus to the business. They are seeking a Document Management Associate who will assist with opening, prepping, sorting, and data entry of incoming mail, ensuring high attention to detail and accuracy.
ComplianceCreditFinanceFinancial ServicesQuality Assurance
Responsibilities
Sort, track and report incoming mail, scanning numbers, and noting daily box counts
Update daily logs and reporting as required for tracking, billing and reconciliation
Complete data collection from physical mail into our system of record with high level of accuracy and specific focus on document validation, signature verification, and ability to identify and document any markings contained on the documents
Support the quality control (QC) process of all incoming mail
Assist management with USPS pick up at the local Post Office
Request, setup and prepare aged documents for storage to be picked up for off-site storage
Research and provide information for missing documents or escalation issues
Attend ongoing training and assist leadership with review and provide feedback for training documentation to assist the team with future training sessions
Clerical tasks such as printing separator sheets, ordering and distributing supplies, printing missing documents, etc
Perform minor maintenance on office/mailroom equipment
Move or lift boxes or containers of documents for sorting, scanning, preparation and processing. Weight may be up to 30 lbs
Ability to effectively communicate with multiple levels of leadership throughout the company. Escalate issues constructively and proactively for resolution
While performing the duties of this position, the employee will view, have access to, and work with confidential financial data. The employee must adhere to strict confidentiality policies and procedures
Work on special projects as requested, including but not limited to, system testing, reviewing and providing feedback to update training material, policy and procedures, etc
Employee will be expected to hit consistent accuracy and production goals as defined by their leadership
Qualification
Required
High School Diploma
Experience with Enterprise management software with a proven ability to quickly learn its use, function and processes
Ability to work well with others and communicate effectively, both verbally and written, in a team environment
Experience with Microsoft Office Suite, with focus on Excel
Strong ability to adapt to various tasks, visually identify different documentation types, and shifting of priorities in a fast paced environment
Ability to pass typing and 10Key test with a high level of accuracy (99.0%+)
Ability to maintain a high level of confidentiality
High level of attention to detail
Well organized and ability to work under pressure in a fast paced environment while maintaining a high level of accuracy and the ability to meet aggressive deadlines
Regular and predictable attendance is required
Benefits
Medical
Dental
Vision
401k
Company
Covius
Covius is a provider of services, insight and technology to leading financial companies.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-10-23
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