Document Management Specialist

hace 4 días

San José, San José, Costa Rica Zm Financial Systems A tiempo completo

Company Overview

Zm Financial Systems empowers people to make better decisions and achieve brighter futures. Our mission is to be the Agency of Choice for our customers, employees, and future employees.

Job Description

As a Document Management Specialist, you will develop an understanding of the end-to-end credit rating process and documentation involved in the process. Your responsibilities will include performing monthly completeness checks according to established processes, building and providing reporting regarding team and individual activities, and serving as a senior team member able to provide mentorship and training to junior team members.

Role Responsibilities:

  • Develop an understanding of the end-to-end credit rating process and documentation involved in the process.
  • Perform monthly completeness checks according to established processes.
  • Build and provide reporting regarding team and individual activities.
  • Serve as a senior team member able to provide mentorship and training to junior team members.
  • Lead physical documents stored in offsite storage and/or local office file rooms once scanned locally.

Required Skills and Qualifications:

  • Recent Graduate or equivalent experience in Business, a plus.
  • Related experience in the financial industry, a plus.
  • 5 years of professional work experience.
  • Microsoft Office skills in Excel, Word, and PowerPoint.
  • Strong written and verbal communication skills.
  • Highly organized, efficient, detail-oriented, and strong analytical skills.
  • Outstanding interpersonal skills with the ability to reach across organization to successfully resolve requests/inquiries.
  • Ability to work effectively under tight deadlines.

About Zm Financial Systems

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity, or any other characteristic protected by law.

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