A document imaging technician ensures the timely and accurate scanning and indexing of paperwork into the organization’s document management software.
At banks and credit unions, loan administrators typically fill the role of document imaging technician. Duties for this role may vary from one financial institution to the next, depending on the bank or credit union’s approach to loan processing. While some financial institutions require a central location to perform all imaging, others allow the branches to scan in their own loan paperwork.
Document Imaging at Centralized Banks and Credit Unions
Due to the sheer volume of paper being processed from multiple branches, in a highly centralized banking system a document imaging technician likely focuses on several main areas:
- Scanning documents
- Working with compliance to ensure documents are shredded after quality control (QC) and retention measures have been taken
- Retaining hard copies when necessary and properly archiving them
Document Imaging at Decentralized Banks and Credit Unions
At a bank or credit union with a decentralized system, the document imaging technician might have a wider range of tasks (since most of the scanning is being done by branch staff). In addition to the responsibilities mentioned above, others might include:
- Performing QC tasks, such as checking for missing signatures or incomplete documents
- Notating expiration dates, additional comments, and statuses
- Preparing exception reports
- Developing processes and procedures for document scanning and exception reporting
- Implementing a core-integrated document management system, such as AccuAccount, makes decentralization more feasible and frees up the document imaging technician to focus on higher impact activities.
Resources for Document Imaging Technicians
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