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Document Control Specialist jobs in United States
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Cathay Bank · 11 hours ago

Document Control Specialist

Cathay Bank is a financial institution that values its team members and focuses on their professional growth. The Document Control Specialist is responsible for data entry, filing, and maintaining accurate recordkeeping of loan documentation in compliance with the bank's policies.
FinanceBankingFinancial Services

Responsibilities

Sort, store, and organize documents and records according to alphabetical, numerical, or other systems as directed by management
Add/reconcile new incoming documentation to file records or create new records as necessary
Maintains tracking log system for Loan Portfolio and records the location of the Legal Files both internally held and held by the offsite custodian, Iron Mountain
Ensure legal loan documents are always held in secure fireproof locations
Responsible for the preparation of appropriate forms and input of records into shipping boxes and documenting on spreadsheet
Maintain organization of files within file cabinets, including compressing and relocating files to provide additional filing space
Reviews Legal Document Files to ensure file completeness with Desk Procedures
Responsible for retrieving paid legal files/documentation, in response to special requests from supported Loan Servicing departments
Creates new labels for acquired loans and maintains record of file location
Assist in preparing & auditing paid off files for shipment to offsite facilities, ensuring accuracy and compliance with Desktop Procedures
Assists with special projects or assignments for Auditors and Regulators
This job requires lifting boxes of loan files weighing up to 50 lbs. approximately 3 or more times per day; use an available dolly or cart when necessary

Qualification

Data entryRecord keepingMS OfficeAttention to detailOrganizational skills

Required

High school diploma required
2+ years of experience in an office environment including data entry required
To navigate through the file room; bend, reach, and use small step stools on a regular basis
Be able to lift heavy items (minimum 50 pounds)
Use an available dolly or cart when necessary
Attention to detail and good organizational skills
Self-motivated and able to work at a quick pace
PC proficient in MS Office Word, Excel, and Outlook

Benefits

Coverage for medical insurance
Dental insurance
Vision insurance
Life insurance
Long-term disability insurance
Flexible spending accounts (FSAs)
Health saving account (HSA) with company contributions
Voluntary coverages
401(k)

Company

Cathay Bank

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Cathay Bank is a financial services company originally founded to support Los Angeles’ growing Chinese American community. It is a sub-organization of Cathay General Bancorp.

Funding

Current Stage
Late Stage

Leadership Team

A
Albert Wang
EVP & Deputy CFO
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Company data provided by crunchbase