Document Management Clerk (DMC)


Summary: Under general supervision, processes various documents for storage and retrieval; perform a wide variety of complex and confidential duties requiring analysis and attention to detail.

Essential Functions: Essential duties and responsibilities may include, but are not limited to the following:

  • Assist with data mapping, and provide recommendations on workflow and data management.
  • Assist departments with the development of new document categories and fields for storage; work with department Data Stewards to determine departmental record needs.
  • Collect, sort, prepare and scan documents; label and enter documents into the computer system; prepare files and forward documents for recycling and/or shredding.
  • Convert documents to various formats; assist in transferring data between systems.
  • Provide post-scanning quality assurance to ensure batches are complete, accurate, and of high quality.
  • Maintain files of official recorded documents; file and label documents for permanent storage; communicate and coordinate needs with departments.
  • Ensure documents are achieved and adequately located; maintain confidentiality.
  • Work on special projects, as assigned.

Minimum Qualifications:

  • Minimum of Associate’s degree in Information Technology or equivalent technical field
  • Minimum of two (2) years experience in a similar role
  • Working knowledge of financial and accounting terms
  • Highly proficient in Microsoft Office suite of Products and Adobe


  • Computer scanning software; Windows, Adobe, and email
  • Corporate structures or the insurance industry
  • Principles and practices of records management and retention
  • Record keeping and file maintenance principles and procedures
  • Filing methods and recordkeeping


  • Communicating clearly and objectively both verbally and in writing
  • Organizing with the ability to prioritize work and exercise independent judgment, wisdom, common sense, and initiative
  • Thoroughly carrying out oral and written instructions
  • Using initiative, discretion and judgment within established procedures guidelines and rules
  • Defining problems; explaining technical problems; and establishing facts and drawing valid conclusions
  • Understanding, interpreting and applying information from corporate documentation and internal policy documentation
  • Sustaining a large document scan/workload of approximately 1200 pages per hour (approx. 4500 pages per day).
  • Proper sorting, preparing, and organizing original documents; moving and re-filling of original documents and boxes
  • Providing accurate indexing entry for departmental records
  • Communicating workflow status and providing workflow suggestions; meeting strict deadlines

For more information, contact:

Melanie Quiñones
Finance, Banking & IT Group