Bank of Marin · 16 hours ago
Document Imaging Coordinator
Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Document Imaging Coordinator to join our office onsite in Novato, California. The Document Imaging Coordinator is responsible for overseeing document management and imaging activities, ensuring compliance, and providing operational and technical support.
BankingConsultingWealth Management
Responsibilities
Act as the key individual responsible for Document Management and Imaging activities
Interface with managers, end users, and other stakeholders from all levels of the Bank to identify, implement, and support appropriate software and process solutions for document management projects
Oversee the integrity, quality control, configuration, retrieval, and reporting for all imaged documents, cold storage reports, statements and notices, and offsite document storage
Monitor daily workflow, review and approve daily document management production
Ensure compliance requirements and deadlines are met
Ensure daily activities including document imaging, COLD report verification, and statement validations are completed
Provide exceptional service and support to ensure documents are obtained and archived to meet Banker, Compliance, and Audit requirements
Qualification
Required
Excellent communication skills, with ability to quickly understand and communicate concepts both verbally and in written form
Excellent interpersonal and organizational skills
Good understanding of interrelations of bank structure including branch system, commercial / consumer loan groups, construction real estate loan group, loan operations, loan documentation, deposit operations, etc
Advanced knowledge of the OnBase (Optima) Archival System including research, user administration, configuration, database schema, workflow, and document imaging
Working knowledge of SQL (Structured Query Language)
Thorough knowledge of FIS Core System related to research and archiving
Thorough knowledge of all other bank applications as it relates to research and archiving
Thorough knowledge of FOS Statement Output Service
Substantial computer skills & proficiency with Microsoft Word, Excel, and Outlook, including experience with VBA, Microsoft Query, and User Forms
Team contributor as evidenced by positive attitude toward assisting others with job responsibilities as needed and treatment of co-workers in a positive and respectful manner
Be able to acknowledge knowledge gaps with the ability to receive and act on feedback in a positive meaningful way. Ensure all reporting activities comply with Onbase (Optima) Database Use Policy and best practices
Practical knowledge of Bank's vendors and contacts for document management tasks / issues
Present a positive and professional appearance and demeanor to both internal and external contacts including other bank employees, vendors, service providers, etc
2 - 4 years relevant experience and/or training; or equivalent combination of education and experience
Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training
Benefits
Comprehensive health care coverage
A retirement savings plan with employer matching opportunity
Bank paid employee stock ownership plan
Tuition reimbursement
Employee volunteer program
More
Company
Bank of Marin
Bank of Marin is the community and business bank in Marin County with 21 offices in Marin, San Francisco, Napa, Sonoma and Alameda.
Funding
Current Stage
Public CompanyTotal Funding
$45M2025-11-19Post Ipo Debt· $45M
1999-12-31IPO
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