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Data Entry Specialist

Key Facts

Remote From: 
Full time
19 - 48K yearly
English

Other Skills

  • Microsoft Office
  • Ability To Meet Deadlines
  • Planning
  • Communication
  • Time Management
  • Organizational Skills
  • Typing
  • Detail Oriented

Roles & Responsibilities

  • High school diploma or GED
  • One to three months related experience or training
  • Proficiency with Microsoft Office (Outlook, Word, Excel, Access, PowerPoint)
  • Detail oriented with excellent organizational and planning skills

Requirements:

  • Perform and validate maintenance on deposit accounts to maintain data integrity and ensure proper authority, including merging duplicate records, purging accounts, and signatory linkages
  • Complete account maintenance requests across lines of business (LOBs) such as deceased notifications, address changes, employee hires and terminations, service charge waivers, and IOLTA/IOTA designations
  • Prepare, scan, and index verified maintenance documentation into the bank’s document image archive and capture deposit account and HELOC signatures into the signature database
  • Respond to inquiries from LOB representatives regarding account issues, documentation requirements, Reg CC holds, statements, and compile daily/monthly maintenance volume reports

Job description

Job details
Salary
$ 19.50 to $ 25.00 per hour
Job Type
Full-time Full Job Description
JOB SUMMARY:

Responsible for performing and validating maintenance on deposit accounts either requested by customer or to maintain the quality of data contained in the deposit applications as per bank standards. This position is also responsible to ensure that all maintenance is performed appropriately with proper authority to mitigate the potential of financial risks or fraud.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Completes file maintenance for accounts that are not properly linked to the appropriate customer record
Completes account level maintenance requests submitted by the respective lines of business (LOBs)
Prepare, scan, and index verified maintenance documentation packages into the bank’s document image archive
Capture deposit account and Home Equity Line of Credit signatures into the bank’s signature database
Analyzes reports and perform maintenance in the respective core deposit applications including, but not limited to, deceased persons notifications, address changes, employee hires and terminations, service charge waivers, IOLTA/IOTA designations.
Performs account maintenance request on deposit accounts, in the respective core deposit application to maintain the data integrity standards such as, but not limited, merging duplicate customer records, purging accounts, return mail, special handling, account signer linkages, etc.
Perform maintenance requests based on identified need or to address significant processing issues when requested
Verify previous day’s maintenance performed by Deposit Services and certain maintenance requests performed by branches
Respond to inquiries by representatives of the various LOBs regarding account issues, documentation requirements, Reg CC holds, Statement issues etc.
Compile various reports regarding daily/monthly volumes statistics relative to deposit account maintenance
Perform other duties /projects as assigned by management.
MINIMUM REQUIRED EDUCATION, EXPERIENCE, & KNOWLEDGE:

High school diploma or GED
One to Three months related experience or training
A combination of education and experience is acceptable
Ability to learn, or knowledge of, Microsoft Office Products such as Outlook, Word, Excel, Access, and PowerPoint.
Must be able to establish and maintain a high level of credibility with all levels of internal and external customers.
Detail oriented.
Excellent organizational and planning skills
ESSENTIAL PHYSICAL & MENTAL REQUIREMENTS:

Ability to work under stress and meet deadlines
Ability to operate a keyboard if required to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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