Document Management Specialist

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🌾 Iowa, South Dakota – Remote

🌾 Iowa – Remote 🗿 South Dakota – Remote

💵 $19 - $30 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

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First Bank & Trust

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1880

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

First Bank & Trust is a financial institution that offers a wide range of banking and financial services to both personal and business customers. It provides solutions such as checking and savings accounts, credit cards, loans, investment management, and trust services. The bank is FDIC-insured, meaning deposits are backed by the full faith and credit of the U. S. Government. Customers can also benefit from digital banking services, allowing them to manage their finances conveniently through online and mobile platforms. First Bank & Trust caters to various financial needs, including commercial real estate finance, agriculture loans, and employee benefits administration.

📋 Description

• Provide customer service regarding invoicing, acquisition, distribution, filing, and billing • Address customer and account debtor needs directly by phone and route requests to appropriate areas • Reconcile and maintain original bills of lading and bill account debtors according to established procedures • Perform distribution, crosscheck, audit, and data entry/upload processes for submitted invoices • Manage unique billing processes and requirements for identified account debtors • Process all outgoing billing in a timely manner • Manage the notice of assignment process and file confirmations • Maintain filing systems for reports and miscellaneous items • Scan, file, and retrieve invoices in and out of the optical library • Follow FBT policies and procedures • Adhere to compliance procedures and participate in required compliance training

🎯 Requirements

• Associate’s degree and two years of prior experience in clerical support functions or equivalent • Comprehensive knowledge of the factoring industry preferred but not required • Good communication skills • Genuine interest in satisfying customer needs • Ability to take direction from management and senior team members • Ability to meet deadlines • Ability to adhere to compliance procedures and complete required compliance training

🏖️ Benefits

• Incentive compensation based on individual performance for eligible roles • Medical, Dental, and Vision insurance • Health Savings Accounts • 401(k)/ESOP • Paid Time Off • Flexible Work Arrangements • Paid Parental Leave • Student Loan Repayment Assistance • Comprehensive healthcare benefits • Life insurance • Optional additional life, disability, and other forms of insurance • 401(k) and ESOP profit sharing with a match of up to 7% of contributions • Wellness program with gym membership incentives, educational programs, and challenges • Tuition reimbursement • Robust internal training program • Job shadowing and mentorship program • 16 paid volunteer service hours • In-house childcare and preschool available for the children and grandchildren of employees