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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:

1. Review, organize, and prepare borrower files for digital migration, ensuring accuracy, proper categorization, and adherence to naming and filing standards.
2. Identify, remove, or consolidate outdated or unnecessary documents in line with retention guidelines to reduce scanning and migration volume.
3. Distinguish between key business lending documents and file types (e.g., loan agreements, security agreements, credit card files, term loan/RLOC folders).
4. Accurately label, file, and migrate documents into OnBase while maintaining confidentiality and compliance with established procedures.
5. 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