Document Management Specialist

Full time - Lake Zurich, IL, US

Local candidates only

General Description:

The Document Management Specialist creates and supports the document management infrastructure life cycle. The Document Management Specialist is a key member that ensures all client documents are received and processed into our systems. He/she helps to design, automate and maintain the systems that help relies upon to service our client base. He/she helps influence the architecture and process workflows that allows our clients to send their mortgaging documents to DMI in a timely and qualitative manner.

Internal Contacts:

All levels of management, team members, internal and external customers

External Contacts:

Vendors and external customers

Responsibilities - Include, but are not limited to

• Own and be a subject matter expert in the document management lifecycle.
• Recommend necessary changes to our document management technology to ensure we continue to service DMI clients with exceptional results
• Responsible for automation, tuning and maintenance of the Document Management System (DMS) scripting and workflow process.
• Create and maintain document classification in the DMS.
• Create and maintain document data extraction using VBScript.
• Develop custom report generation from the DMS databases.
• Liaise with focus groups of end users of all levels to ensure a positive user experience.
• Manage new requirements and new initiatives to develop department solutions for their document flow processes

Required Qualifications:

• Bachelor's Degree in Information Technology, Finance, or Business Administration or equivalent experience; M.B.A. is a plus.
• 3 – 5 years of Management experience in Mortgage Banking/Servicing or related financial services preferred.
• 3 – 5 years of experience with VBScripting.
• 1 – 2 years MS SQL experience preferred.
• 1 – 2 years of experience with SSIS, PowerShell, Python or experience with a document imaging system is preferred.
• Document management and document workflow experience for enterprise solutions.
• Document management software experience background is a plus
• Vendor management experience is desired.
• Outstanding communication skills and intermediate to advanced Excel and Word applications are required.
• Strong analytical skills.
• Ability to communicate effectively with various levels of management verbally and in writing.
• Experience with Financial Services MSP is preferred.
• Proficient Microsoft Office and particularly Excel skills preferred.
• Ability to independently problem solve and work in a highly complex compliance environment.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Education:

• Bachelor's (Preferred)

Experience:

• mortgage: 3 years (Preferred)

Work Location: In person