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Document Services Associate

Pacific Premier Bank
United States, California, Irvine
Sep 14, 2024
Description

The Document Services Associate performs document Quality Control review, utilizing the banks taxonomy as a guide. Verifies that documents in PPBI's system of record are in the proper placeholder; on the correct loan; dated correctly; pages rotated correctly; separate documents as needed; and remove duplicate documents. Responsible for document preparation, scanning and indexing as required. Conducts quality assurance, provides training and performs other imaging and quality control tasks to support the department, as assigned. Meets the department's "document per hour" goals for this role, with a low error ratio.

RESPOSIBILITIES



  • Review documents within our banking system to ensure the document is in the correct placeholder, correct date, pages are rotated correctly, and on the correct loan.
  • Separate documents as required.
  • Remove duplicate documents.
  • Meet the departments "document per hour" goal for this role, with a low error ratio.
  • Assist team members as needed to meet departmental deadlines, including assisting with overloads.
  • Collaborate with management on process improvements while maintaining a positive attitude.
  • Mentor new hires and ongoing training to Business staff.
  • Other duties as assigned including document preparation, scanning, and indexing.



QUALIFICATIONS



  • 1+ year quality control and imaging or bank records management experience preferred.
  • Attention to detail and accuracy.



A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $15.47/hr to $23.21/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https://www.ppbi.com/careers.html

CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) ("Section 19"). In accordance with Section 19, the Company will consider an applicant's criminal history after an applicant is made a conditional offer of employment. Qualified applicants with criminal conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Ordinance. Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance. Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations and licensing.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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