Job Description

We are seeking a detail-oriented and highly organized Document Control Specialist to support the management and maintenance of critical business, lending, and compliance documentation. This remote position is responsible for ensuring that loan files, financial records, client documents, contracts, and operational records are accurately processed, stored, tracked, and maintained in accordance with company policies and regulatory requirements.
The ideal candidate will possess strong organizational skills, excellent attention to detail, and the ability to manage confidential information while supporting a fast-paced business financing environment.
Key Responsibilities

• Organize, maintain, and control electronic and digital documents related to loan applications, funding agreements, client records, and operational activities.
• Review incoming documentation for completeness, accuracy, and compliance with company standards.
• Track document revisions, updates, approvals, and retention schedules.
• Ensure proper classification, indexing, and storage of records within document management systems.
• Assist underwriting, operations, compliance, and customer service teams with document retrieval requests.
• Monitor document workflows and follow up on missing or incomplete files.
• Prepare and maintain document logs, tracking reports, and records inventories.
• Support audits, compliance reviews, and quality assurance initiatives by providing required documentation.
• Collaborate with internal departments in a remote work environment to ensure efficient document management processes.
• Maintain strict confidentiality of customer, financial, and business information.

Qualifications

• High school diploma or equivalent required; Associate degree preferred.
• 1–3 years of experience in document control, records management, administrative support, financial services, or a related field.
• Strong knowledge of document management and filing systems.
• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
• Experience with CRM systems, lending platforms, or electronic document management systems is a plus.
• Exceptional attention to detail and organizational skills.
• Ability to work independently and effectively in a remote setting.
• Strong written and verbal communication skills.

Required Skills

• Document control and records management
• Electronic filing and document organization
• Data verification and quality control
• Regulatory and compliance awareness
• Microsoft Office proficiency
• Time management and prioritization
• Confidentiality and information security
• Problem-solving and analytical thinking
• Administrative support
• Professional communication

Benefits

• Competitive salary
• Health, dental, and vision insurance
• Paid time off and company holidays
• Retirement savings plan
• Professional development opportunities
• Flexible remote work arrangement
• Collaborative team environment
• Career growth opportunities within the financial services industry

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