Document Management Specialist

Full Time
Amherst, NY 14221
Posted
Job description
**This is an onsite position at our Williamsville, NY office**

About defi SOLUTIONS:
defi SOLUTIONS partners with captives, banks, credit unions, and finance companies of all types and sizes to allow lenders to focus and transform their operations. The company’s comprehensive suite of originations, servicing, and analytics solutions together with technology-enabled processing services creates a flexible, configurable, and scalable platform that addresses lenders and borrowers ever-evolving needs. defi SOLUTIONS combines the expertise of defi SOLUTIONS and the former Sagent Auto Lending with the backing of Warburg Pincus, Bain Capital Ventures and Fiserv.

What's in it for You?
  • Paid Training
  • Generous Paid Time Off Policy (Annually, you will receive 4 weeks!)
  • Onsite gym & cafeteria
  • Day One - Comprehensive Benefits Package (Medical, Dental, Vison, Health Savings Account (HSA), 401(K)…and more)
  • Business Casual (We Wear Jeans!)
  • On a bus line (6400 Main Street - Williamsville – across from SUNY ERIE North Campus)
  • Career Advancement Opportunities

About the Role:
As a Document Management team member, you will be responsible for the imaging of all significant client, customer and vendor documentation. Our clients included some of the largest financial institutions and automotive finance companies in the United States!

Additional Responsibilities
:
Responsibilities may include, but are not limited to
  • Upload and image documents (i.e. contracts, checks, invoices)
  • Pull images from our system of record
  • Process and image return mail
  • Assemble mail packages for clients
  • Record data into Excel spreadsheets (i.e. enter the number of items processed each day, keep track of deliverables, record any client issues)
  • Perform other duties as assigned

Required Qualifications:
  • High school diploma or GED
  • Minimum one (1) year office experience, specifically performing data entry
  • Available to work M-F 8:30am - 5:00pm
  • Demonstrated ability to take independent initiative
  • Intermediate proficiency with Windows based software programs (i.e. MS Word, Excel)
  • Solid analytical and multi-tasking skills that result in solid decision-making skills and time management
  • Easily manage through change
  • Comfort working in a fast-paced, high-volume office setting with great attention to detail
  • Enjoys working in a team environment

Preferred Qualifications:
  • Prior database or scanning experience


**Pre-employment background, credit, and drug screen required for external candidates.

defi SOLUTIONS is an Equal Opportunity/Affirmative Action Employer

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