General Professional Position Available In Wake, North Carolina
Tallo's Job Summary: Seeking a Document Verification Specialist to verify customer documents using bank applications. Responsibilities include reviewing Certification of Trust documents in OnBase, recording grantor and trustee info, comparing findings against expected outcomes, and documenting in Excel. Attention to detail, English proficiency, typing skills, and Excel knowledge required. Hiring through Insight Global.
Job Description
Job Description Job Summary:
We are seeking a detail-oriented Document Verification Specialist to join our team. The successful candidate will utilize bank applications to verify customer documents and record findings. This role involves reviewing Certification of Trust documents within the OnBase application to accurately record grantor and trustee information. The results of these reviews will be compared against expected outcomes, following proper account opening procedures. Findings will be meticulously documented in an Excel spreadsheet. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com . To learn more about how we collect, keep, and process your private information, please review
Insight Global’s Workforce Privacy Policy:
https://insightglobal.com/workforce-privacy-policy/ .
Skills and Requirements Key Responsibilities:
Retrieve and review Certification of Trust documents using the OnBase application. Record grantor and trustee information accurately. Compare review results against expected outcomes based on account opening procedures. Document findings in an Excel spreadsheet. Maintain attention to detail and accuracy in all tasks. Protect sensitive customer information.
Requirements:
Ability to read and understand English. Above average typing skills. Basic familiarity with Microsoft Excel. Strong attention to detail. Ability to concentrate and work via a computer screen for extended periods. Capability to work with and protect sensitive customer information.
Nice to have:
– Experience with Trust Documents – Experience using OnBase Software null We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.