Document Services Specialist

The Document Services Specialist plays a critical role in managing and processing financial documentation within internal systems. This position is responsible for receiving, organizing and distributing imaged and electronic documents to the appropriate departments for further review and processing by creating the downstream workflow to the rest of the company. Given the time sensitive nature of financial transactions, accuracy, efficiency, and compliance are essential in ensuring seamless document workflows.

Success in this role requires strong attention to detail, the ability to work under pressure, and excellent organizational skills. The specialist will handle complex transactions, process updates, and maintain proper indexing of account information, directly impacting operation efficiency and regulatory compliance. Additionally, this role supports internal teams by facilitating smooth document management and adhering to deadlines to contribute to an overall positive client experience.

This position is ideal for individuals who thrive in a fast-paced environment and are committed to maintaining high standards of accuracy and service excellence.

RESPONSIBILITIES

• Receives all imaged documents from mail processing associates, email upload boxes, or other internal sources for review and indexing of proper account information.
• Monitors and uploads/processes all imaged documents from mail processing associates, multiple upload email boxes, or other internal sources for review and indexing of proper account information.
• Review documents for further processing, attaches documents to accounts and assigns specific tasks to others within the organization.
• Create and distributes workflows in Salesforce and OnBase according to document type and team within SLA expectations.
• Responsible for adherence to all compliance programs, including but not limited to, completion of all required and assigned training modules by established due dates.
• Commitment to enhancing client experience and providing operational and administrative support to all teams with a friendly, cooperative attitude.

QUALIFICATIONS

• 1-2 years of progressive work experience in a cross functional environment with mid to large sized financial institutions preferred.
• Comprehensive knowledge of financial service industry products and compliance requirements
• Detailed knowledge of trust regulations and security standards including our customer identification program (KYC), the Gramm-Leach-Bliley Act, Bank Secrecy Act, Internal Revenue Code, and all other applicable banking and trust regulations set forth by the IRS, SEC, and other regulatory agencies

A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $17.02 to $28.37/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https://www.ppbi.com/careers.html

CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) ("Section 19"). In accordance with Section 19, the Company will consider an applicant's criminal history after an applicant is made a conditional offer of employment. Qualified applicants with criminal conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Ordinance. Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance. Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations and licensing.

#LI-Onsite