Document Processor Agent (Santiago)

One Park Financial · Santiago de los Caballeros

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One Park Financial is looking for a Doc Processor to type information into our database to join our growing team. OPM supports its staff by marketing aggressively to our target demographic. Company-branded marketing is constantly implemented to provide greater access to inbound, qualified, and interested leads.

The ideal candidate should have good communication and detail-oriented skills, patience and understanding, and the ability to be persuasive, persistent, and firm.

Responsibilities

• Transfer data from different sources into computer files or database systems.
• Type in data provided directly by customers.
• Analyze bank statements
• Create spreadsheets with large numbers of figures without mistakes
• Verify data by comparing it to source documents
• Update existing data
• Retrieve data from the database or electronic files
• Perform regular backups to ensure data preservation
• Sort and organize paperwork after entering data to ensure it is not lost

Requirements

• Bachelor's degree in Finance, Business Administration, Accounting, or Economy (preferred).
• Intermediate English
• Proficiency in computer software, such as Microsoft Word, Excel, and Outlook
• Ability to securely store or discard documents and maintain confidentiality.
• Excellent organizational and communication skills.

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