Technical Skills
Must Have
Communication
Microsoft Outlook
multitasking skills
Must be able to work well in high volume, high pressure situations under tight deadlines while remaining focused
Strong attention to detail
Nice To Have
E signature system One Span
Hyland Software OnBase Experience
IRA knowledge is a plus but not a requirement
Job Summary
Enters data from loan applica
Job Description
Enters data from loan applications and related documentation into a commercial loan management system while ensuring data quality, accuracy and completeness.
Retrieves and updates information on existing loans, as required.
Examines documents for missing or invalid data.
Identifies and corrects erroneous transactions.
Locates and assists in resolving out of balance transactions.
Skills:
General Accounting Corporate Finance Data Entry Microsoft Word Customer Solutions Mailroom Microsoft Excel
Additional Job Responsibilities
Position Title: Data Entry Clerk Contractor (3 5%2B yrs)
Reason for open position: New Need
Position Location: Remote, open to any location
Ability to work remote: Yes, fully remote
Acceptable time zone(s): EST, Some flexibility can be discussed if located in hub outside of EST.
Days of the week: MF 40 hours
Working Hours: MF 85 EST
OT: No
Travel: No
Target Start Date: 03/02/2026
Intended length of Assignment: 09/01/2026
Potential for Contract Extension: Yes
This position is contract with the right to hire if a need becomes available.
Manager will only look at candidates that are open to converting to a fulltime employee.
will not sponsor work visas if the decision is made to hire the contingent worker.
Function of the Group/Initiatives:
We oversee IRA accounts. We support our marker partners.
The market partners are the ones who speak to the clients then they come to us to prepare forms that the clients need to sign.
We process all the markets requests on IRA.
This person will be helping with sending out eforms.
We have an extremely high volume.
Industry background: Private banking experience, IRA backgrounds nice to have
Team Dynamic: 12 full time employees, 1 contractor spread across 4 individual teams across sections of the US
Roles/Responsibilities:
Processing electronic signatures
IRS transactional forms; processing forms
Emailing market partners
Receive forms,
Scanning documentation to accounts
May learn how to prepare forms
Must Have Skills:
Strong written and Verbal communication
Extremely detail oriented and attention to details
Can handle high volume workload
Multitasking skills
Advance Microsoft Outlook
Flex skills:
IRA Background/experience
E signature system One Span
Hyland Software OnBase experience
Soft Skills:
See must haves
Education: open to looking at experience in lieu of education
Screening Questions:
Please describe how you have simultaneously handled multiple items in a high volume workload. How did you organize your workload to ensure accuracy and meet deadlines Role Differentiator: We deal with IRA high net worth with different levels of customer service that we provide to be learned, and we like to do whats best for the clients.
We are all about educating them and the opportunity for career growth.
Interview Process:
1st round with manager and team leader ~45 min1 hour
2nd round with director i ~3045 minutes
Stack Ranking (Most Important to Least Important):
Must have skills
Bill rate
Former
Location
Job Description:
Summary:
Responsible for operating data entry devices, such as a keyboard or computer, to verify and input data.
Job Responsibilities:
Read source documents such as canceled checks, sales reports, or bills, and enter data in specific data fields or onto tapes or disks for subsequent entry, using keyboards or scanners.
Compile, sort and verify the accuracy of data before it is entered.
Locate and correct data entry errors or report them to supervisors.
Compare data with source documents, or reenter data in verification format to detect errors.
Maintain logs of activities and completed work.
Perform other duties as assigned Skills and Competencies:
Verbal and written communication skills
Attention to detail.
Interpersonal skills.
Ability to work independently and manage ones time.
Ability to accurately document and record customer/client information.
Previous experience with computer applications, such as Microsoft Word and Excel.
Education/Experience:
High School Diploma or equivalent required. Market A: AK, CA, CT, DC, MA, NJ, NY, Market B: CO, HI, IL, MD, MI, MN, NH, RI, TX, WA, Market C: AL, AZ, DE, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, NC, NE, NM, NV, OH, OK, OR, PA, SC, TN, UT, VA, VT, WI Market D: AR, MS, MT, ND, SD, WV, WY
Corporate Function
Non Technology