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AppleOne
Document Imaging Coordinator
Career Insights for Document Control / Management Specialist
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Based on California data
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What they do
A Document Control or Management Specialist manages written and electronic documents for an office or company. Develops or maintains systems for keeping track of documents, including labeling, retrieving, distributing, recovering and destroying documents as needed.
$51,652 / year median in California
+1% projected growth
Job Description
Job Summary We are seeking a detail-oriented Document Imaging Coordinator for a temp-to-hire opportunity in Novato, CA within the banking and consumer lending industry. This role is ideal for a records management professional who enjoys working with document imaging systems, archival processes, compliance requirements, and cross-functional banking operations. The Document Imaging Coordinator will help ensure accurate document capture, secure storage, efficient retrieval, and regulatory compliance across a fast-paced financial services environment. This is a strong opportunity to join a collaborative operations team where accuracy, reliability, process improvement, and technical expertise are valued. Candidates can expect a professional environment with supportive leadership, teamwork, and the opportunity to contribute to critical records management and document control functions. Key Responsibilities
- Manage document imaging, indexing, archiving, retrieval, and quality control processes to ensure document accuracy and accessibility.
- Monitor daily document management workflow to meet production deadlines, service standards, and compliance requirements.
- Support document management projects, system enhancements, process improvements, and audit-related initiatives.
- Maintain document storage, COLD reports, statements, offsite records, and related archival materials.
- Partner with internal departments to resolve document issues, improve records processes, and support banking operations.
- Provide technical and operational support for document management systems and related reporting tools. Compensation and Benefits
- Pay range: $28 to $32 per hour.
- Job type: Temp-to-hire.
Location:
Novato, CA. Required Qualifications and Skills- Manage document imaging, archiving, retrieval, quality control, and records management processes.
- Maintain document storage, COLD reports, statements, and offsite records.
- Support document management system enhancements, workflow improvements, and compliance initiatives.
- Partner with internal banking teams to support audits, reporting, and operational document needs.
- 1 to 2 years of related experience in document management, imaging, records management, or banking operations.
- Experience working in a banking, financial services, or consumer lending environment.
- Advanced knowledge of OnBase, Optima Archival System, or similar document management platforms.
- Working knowledge of SQL and FIS Core System.
- Familiarity with FOS Statement Output Service and banking document workflows.
- Strong Microsoft Office skills, including Excel, Word, Outlook, VBA, Microsoft Query, and User Forms.
- Excellent attention to detail, organizational skills, communication skills, and problem-solving ability.
- Ability to manage deadlines, maintain document integrity, and support regulatory compliance requirements. Preferred Qualifications
- Prior experience supporting audit, compliance, or regulatory documentation needs in a banking environment.
- Experience improving document workflow, imaging accuracy, or archival processes.
- Strong technical aptitude with the ability to troubleshoot document management and reporting issues.
- Ability to collaborate effectively with operations, compliance, lending, and IT teams.