Document Processing Consultant

BizTek People is in search for an experienced Document Processing Consultant for our client in NYC!

We are seeking a Document Processing Consultant to support document custody and loan documentation operations within a corporate banking environment. This role is responsible for the receipt, scanning, tracking, filing, and secure storage of credit-related documents while ensuring accuracy, compliance, and timely processing of records.

Key Responsibilities

• Document & Vault Management
  
• Support daily vault custody and document control operations.
  
• Receive, inspect, track, scan, and file loan and credit transaction documentation.
  
• Maintain accurate records of document movement and storage.
  
• Ensure timely processing of documentation into the organization's imaging system.
  
• Safeguard confidential banking and lending records.
  
• Serve as a point of contact for internal stakeholders regarding document custody procedures and outstanding issues.
  
• Troubleshoot and resolve document processing and custody-related exceptions.
  
• Assist with maintaining procedural controls and operational standards.
  
• Provide periodic status updates regarding vault inventory and document custody activities.
  
• Support special projects and additional assignments as requested by management.
  
• Adhere to banking regulations, internal policies, and compliance requirements.
  
• Participate in required compliance training programs.
  
• Follow established codes of conduct and information security standards.
  

Qualifications Required

• Bachelor's Degree.
  
• 5–10 years of experience in Corporate Banking, Corporate Finance, Loan Operations, or Documentation Control.
  
• Strong organizational and communication skills.
  
• Experience handling and maintaining financial or legal documentation.
  
• Proficiency with Microsoft Office Suite.
  

Preferred

• Experience with document imaging and document management systems.
  
• ONBASE experience is a plus.
  

Ideal Candidate

• Detail-oriented and highly organized.
  
• Able to manage sensitive documentation with accuracy and discretion.
  
• Comfortable working in a fast-paced corporate banking environment.
  
• Strong problem-solving and process management skills.
  

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