Doc Support Specialist jobs at Citi Group in United States, Sioux Falls

expertise. Applies specialized functional area skills and basic knowledge including underlyingprinciples or standards. The technical procedures for this level are well defined. Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function. Exchanges moderately complex information with others.Basic knowledge of the organization, the business and its policies required. Typically, responsible for resolving basic to moderately complex problems based on practice and precedence.

Responsibilities:

• Supports the function by responding to payment and reconciliation inquiries in a timely matter.
• Process Proof of Claim Requests from current or past clients.
• Performing edits to the data in our Abandoned Property Systems
• Process and balance additions and subtractions to our Abandoned Property Accounts
• Research and track outages to general ledger accounts
• Assists with the training of new hires or team members.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance

Qualifications:

• 1-3 years relevant experience preferred.
• Proficient in Microsoft Excel, Outlook, Teams and Zoom
• Proven organization and time management skills
• Strong interpersonal skills and the ability to work well within a team.
• Must be detail oriented and follow procedures accurately.

Education:

• High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Monday through Friday, 8:00 am to 4:30pm CST

C04

Anticipated Posting Close Date:

The Doc Support Specialist 2 performs basic assignments. Works under direct supervision. May service a range of products/services. Applies knowledge of broad work area procedures and activities. Applies attention to detail and task accuracy. Exchanges basic to moderately complex information with others to ensure understanding and provide basic support. Requires basic written, verbal and listening skills. Basic knowledge of the organization. Selects best course of action from multiple, defined options. Selects appropriate procedures to resolve problems which may involve uncommon variations. Anticipates problems and recognizes when to deviate from standard practices.Responsibilities:

• Verify receipt of all documents received and check for accuracy and completeness.
• Records duties include archiving/storage, retrieval, and reconciling documents as received.
• Imaging duties include setup, document preparation and scanning documents into database and returning electronic files to appropriate business lines.
• Resolves moderately complex issues and escalate as required.
• May support one or two business lines in a single system or multiple portfolios (records retention).
• Prepares documents for review, follows up with clients and modifies contracts within established procedures while meeting quality standards.
• Monitor daily work lists and queues to process work within set time constraints.
• Produces simple loan/trade documents upon request.
• Interacts with legal institutions and dealers/customers to complete work requirements
• Sort and prep incoming documents to be imaged.
• Process information - compiles, code, categorize, calculate, and verify information or data.
• Administrative Support -photocopying, sorting and distributing mail.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Must be able to lift 50 to 70 pounds consistently.
• Ability to use a variety of office equipment (phone, fax, copier, computer, scanners).
• Intermediate computer, math and data skills.
• Ability to follow established procedures to complete moderately complex assignments.
• Consistently demonstrates clear and concise verbal and written communication skills - involves interactions with internal and external customers.
• Maintains organizational skills - proven ability to multi - task prioritize work, pay attention to detail

Education:

• High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

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