Digital Document Specialist

Job Posting: Digital Document Specialist Location: Newport Beach, CA Department: Digital Documents Reports To: Digital Document Manager Employment Type: Full-Time Salary Range: $71,400 $73, 000 About the Role We are seeking a highly organized and detail-oriented Digital Document Specialist to support our document management, reporting, and investor portal functions. In this role, you will help convert reports into digital documents, maintain secure and compliant digital records in Laserfiche, and support investors who need assistance accessing portal materials. You’ll also work closely with the programming and Investor Relations teams to streamline workflows, utilize reporting tools, and improve document processes. Key Responsibilities Digital Document Management · Organize and maintain digital records within Laserfiche. · Digitize physical documents through scanning and indexing. · Ensure compliance with internal policies and regulatory requirements. · Maintain version control and audit trails for sensitive materials. · Manage Docusign© templates and forms used by the Investor Relations team. · Provide training and support on document-management systems and procedures. Reporting & Workflow Development · Maintain and create SSRS reports that improve department efficiency. · Write basic SQL queries and scripts to support the programming team. · Produce mailing collateral for recaps, indications, and ballots. · Explore new technologies such as Power BI to identify potential enhancements. · Design and implement workflows that streamline digital document processing. Investor Portal Administration · Manage the upload and posting of all digital documents to the CWS Investor Portal. · Serve as the liaison between CWS, the web host, and the web designer to resolve bugs or implement new portal features. · Provide escalated assistance to investors with portal activation or document-signing issues. Qualifications · Associate or bachelor’s degree in business, information management, or related field. · Minimum of 2 years’ experience in document control, digital document management, or administrative support. · Proficiency with MS Office, SSRS, and basic SQL Server required. · Strong organizational, communication, and customer-service skills. · Experience with Laserfiche strongly preferred. Physical Requirements · Ability to sit for extended periods while working at a computer. · Repetitive motion involving hands and wrists (typing, scanning, sorting). · Visual acuity required for reviewing digital and physical documents. Who We Are We are honored to be recognized as a multi-award winning organization, including one of the Best Places to Work in Multifamily Housing. At CWS, we recognize these awards are won because our greatest asset is our people. CWS’ competitive advantage is to hire leaders with qualities which allow them to successfully interact with colleagues and others in the workplace and beyond. At the heart of CWS is our volunteer program, BRIDGE. This program was designed to provide employees with the opportunity to give back to their local communities through volunteerism and community involvement. BRIDGE is employee-directed, affording each the opportunity to find their own passion within their community. What We Do Since 1969, CWS has delivered exceptional living experiences for our customers. Over the years, our company has expanded and we’re proud to serve more than 60,000 residents and 800 team members across the country. We believe our success is a product of staying true to who we were at the onset. As a result, our daily actions are designed to deliver on our purpose of “Enhancing Lives the CWS Way!” What We Believe Through “Enhancing Lives the CWS Way,” our five core values we embody are: Honoring Our Word, Ethical Dealings are Paramount, A Respect for People, Requirement for Profitability and Sustainability, A Demand for Excellence with a Sense of Urgency.

Salary : $71,400