Document Imaging Coordinator

BANK OF MARIN • Novato, CA

2d • $27 - $36 • Onsite

About The Position

The Document Imaging Coordinator acts 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. This includes overseeing the integrity, quality control, configuration, retrieval, and reporting for all imaged documents, cold storage reports, statements and notices, and offsite document storage. Monitors daily workflow, reviews and approves daily document management production. Ensures compliance requirements and deadlines are met. Ensures 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. This job provides a wide variety of operational and technical support.

Requirements

• 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.

Responsibilities

• Overseeing the integrity, quality control, configuration, retrieval, and reporting for all imaged documents, cold storage reports, statements and notices, and offsite document storage.
• Monitors daily workflow, reviews and approves daily document management production.
• Ensures compliance requirements and deadlines are met.
• Ensures 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.

Benefits

• career advancement opportunities
• comprehensive health care coverage
• a retirement savings plan with employer matching opportunity
• bank paid employee stock ownership plan
• tuition reimbursement
• employee volunteer program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree