Job description

Description: Join the Bank that shares success with others! As a locally managed mutual bank, South Shore Bank is driven by the needs of communities rather than the demands of investors. You can help us serve as a trusted advisor to the people, businesses and organizations that make our communities stronger. We also provide a competitive benefit package with Medical, Dental, Vision, Flexible Spending, Dependent Care, Child Care Subsidy, Retirement, Life Insurance and many other benefits.
The Document Management Specialist performs tasks involving the use of document scanners, and indexing software. Follows proper procedures to perform daily operations of document imaging, processing, and indexing of client records.
ESSENTIAL DUTIES AND RESPONSIBILITIES

• A successful candidate will have a high attention to detail and strong analytical and organizational skills.
• Familiar with contracts and legal documents
• Conducts digital file migration, including reviewing documents in order to move them into the correct folder, renaming the files according to South shore Banks naming convention, applying metadata to each file and deleting duplicate files.
• Maintain knowledge of the various documents indexed for each Business Unit within the Bank.
• Prepares all documents for efficient entry into the document imaging system.
• Scans, indexes and files document images to the proper location within the electronic record for all files, received documents and client correspondence.
• Performs quality control on all new and existing files using internal reports and documentation to verify data input is correct.
• Scan daily maintenance backup.
• Complete high volume of work while meeting quality, productivity and timeliness standards.
• Maintain high degree of quality control and validation of completed work.
• Part Time hours working up to 25 hours per week.

Competencies

• Must display teamwork and commitment while performing daily duties.
• Must demonstrate initiative and discipline in time management and assigned completion
• Excellent organizational skills for efficient workflow
• Ability to work in a high production environment while maintaining close attention to detail
• Ability to work independently
• Able to work independently
• Familiarity with contracts preferred
• Team player who works well with others
• Positive attitude and willingness to learn and adapt
• Superior organizational skills, strong attention to detail and accuracy especially with redundant tasks, the ability to prioritize and organize multiple projects, meet deadlines, problem-solve, and multi-task

Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client.
Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE

• Strong time management and organizational skills
• Banking, lending, or loan processing experience preferred
• Associates Degree or equivalent relevant work experience
• Intermediate technology skills required (knowledge of word processing, database and spreadsheet applications (Excel), and Microsoft Office 365).
• Nautilus experience is a plus
• Experience in lending is a plus

LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers and co-workers.
MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
REASONING ABILITY
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use sufficient hand, arm and finger dexterity or feel objects, tools or controls. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KEY POINTS
It has been and will continue to be the policy of South Shore Bank to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service, or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state, or local laws.
At South Shore Bank, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. We believe in Shared success and We before Me. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Job Type: Part-time

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