Equitable · 10 hours ago
Document Management Specialist (IN OFFICE 5 DAYS/WEEK)
UNITED STATES-NC-Charlotte
Full-time
Onsite
Entry Level
$42K/yr - $42K/yr
1+ years expEquitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Document Management Specialist who will be responsible for processing client paperwork efficiently to meet sales and customer centricity goals.
BankingConsultingFinancial Services
Responsibilities
Opening, sorting, preparing, scanning and researching inbound documents and checks coming in to Equitable
Works in a team-oriented environment where flexibility and cooperation are essential
Initial point of contact for all incoming mail (inforce and new business)
Responsible for putting checks and documents through multiple imaging work streams (AWD, nbA, OCR). Documents are highly sensitive in nature and must be identified and routed quickly and correctly to proper work areas to ensure that downstream functional areas can meet customer expectations for quality and timeliness
Sort all incoming street mail and express mail documents and checks by identifying document source and corresponding imaging system
Use designated patch sheets to separate requests and batches
Place checks in plastic scanning sleeves
Run scan equipment for AWD, nbA, OCR, and conduct a quality review of documents scanned to ensure all information from the original documents has been captured
Clean and calibrate scan equipment twice daily performing each required step in the process
Place service calls to Equitable IT or directly to Cannon and work with the repair representative to determine next steps, communications required, and workarounds
Assist in pulling documents from storage for re-scan
Pack and file scanned material, maintain proper storage procedures and shred older documents in accordance with the current retention policy
Report out any metrics the functional areas require
Keep received logs as designated by the business areas
Record check information for scanning
Review and prepare all documents and checks for scanning, including taping tears, removing staples, and preparation of documents to full sheets
Identify legal seals to properly designate legal documents, reflecting the condition of the documents by noting on the Document Worksheet the state of all legal/notarized documents
Qualification
Required
High School Diploma or equivalent
1+ years work experience in a fast-paced environment
Preferred
Demonstrated attention to detail and reading comprehension skills; ability to focus on printed material for long periods of time to achieve high production and quality standards to meet strict Service Level Agreements
Flexibility to assist team members wherever necessary, on a variety of tasks
Sense of urgency and good prioritization skills
Ability to maintain high level on concentration while performing repetitive tasks
Ability to operate various types of office equipment and lift boxes weighing 20+ lbs
Ability to sit or stand for long periods of time
Ability to work independently and with limited supervision
Ability to meet attendance and punctuality standards
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
H1B Sponsorship
Equitable has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase