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Document Specialist

CFS

  • Fresno, CA
  • Today
  • $41,600–$47,840 Per Year

Highlights

Working closely with Ken Brown, Jaime, and several internal departments, you'll take ownership of gathering, organizing, and processing loan documentation to ensure files are complete and ready for the next step in the approval process. As loan activity continues to grow, accurate documentation and efficient processing play a critical role in ensuring a smooth experience for both internal teams and customers.
CFS

Numbers & Facts

LocationFresno, CA
IndustryFinancial Services
Salary$41,600–$47,840 Per Year
Company Size500 to 999 employees
Year Founded1994
Websitehttp://www.cfstaffing.com/

Description


Document Specialist
Location: Fresno, CA (Onsite)
Salary: $41,600 – $47,840 DOE


Fresno Madera Farm Credit is a well-established financial services organization dedicated to supporting California's agricultural community through lending and financial solutions. As loan activity continues to grow, accurate documentation and efficient processing play a critical role in ensuring a smooth experience for both internal teams and customers. This opportunity is ideal for someone who enjoys organization, problem-solving, and working behind the scenes to keep important processes moving forward.


The Opportunity


This project-based position was created to support a department managing a backlog of documentation while team members are on leave and key projects are being completed. Working closely with Ken Brown, Jaime, and several internal departments, you'll take ownership of gathering, organizing, and processing loan documentation to ensure files are complete and ready for the next step in the approval process.


This role offers a great opportunity for someone who enjoys independent work, thrives in a structured environment, and takes pride in producing accurate, complete work.


What You'll Do


• Process and enter data into internal loan and document management systems accurately and efficiently
• Scan, upload, and maintain electronic files to ensure documentation is organized and current
• Assemble complete loan packages by gathering and verifying required documentation
• Follow up with internal departments and employees to obtain missing information needed to move files forward
• Review and update records throughout the loan process to support the credit team's workflow and project objectives


What We're Looking For


• 1+ years of administrative, document control, data entry, records management, or related experience
• Strong computer skills with the ability to learn and navigate document management and internal software systems quickly
• Experience managing electronic files, researching information, and maintaining accurate records
• Excellent communication skills with the ability to collaborate through Microsoft Teams, email, and in-person interactions


Why This Role Stands Out


• Join a respected organization with a long history of serving the agricultural community throughout Central California
• Gain exposure to loan operations and documentation processes within a professional financial services environment
• Work closely with experienced leadership and key decision-makers on a high-priority project
• Become part of a collaborative team that values accountability, independence, and attention to detail


This is a temporary project expected to last approximately 6 to 8 weeks, with a September 1st start date. The schedule is Monday through Friday from 8:00 AM to 5:00 PM and is 100% onsite at Fresno Madera Farm Credit's Fresno office. The ideal candidate is a self-starter who can work independently, stay organized with minimal supervision, and proactively solve problems as they arise.


If you're looking for a role where you can make an impact while continuing to grow professionally, this could be the right next step.


Timing is everything. Whether you're actively exploring or open to the right opportunity, we'd welcome the chance to connect. Many of our roles are not posted publicly—reach out to learn more.


About Company

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.

CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.

Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.

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