Business Banking Administrative Support
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#IND456
Job ID – Administrative Assistant, Data Entry (Banking)
Business Banking Services Admin Temp
Location: Dunedin, FL 34698 – This position is onsite
Pay: $20.00 per hour
Type: Contract, (1) year project
Schedule: M-F, 8:00 AM to 5:00 PM EST
Job description:
- Review, organize, and prepare borrower files for digital migration, ensuring accuracy, proper categorization, and adherence to naming and filing standards.
- Identify, remove, or consolidate outdated or unnecessary documents in line with retention guidelines to reduce scanning and migration volume.
- Distinguish between key business lending documents and file types (e.g., loan agreements, security agreements, credit card files, term loan/RLOC folders).
- Accurately label, file, and migrate documents into OnBase while maintaining confidentiality and compliance with established procedures.
- Work independently and collaboratively with BBS and Business Lending teams to support folder cleanup, workflow adherence, and a smooth system transition.
Nice to have:
- Experience working with loan documents
- Business banking
- Common business lending documents
Requirements:
- Must have recent experience in an administrative assistant/data entry role
- Strong attention to detail, patience reviewing a large volume of documents and files
- Must be computer proficient to use Adobe and basic digital document tools
- Must be able to stand, bend, and move physical files – occasional light lifting up to 10 lbs may be required
- High school diploma or equivalent
- Background check required
- Credit check required
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