Document Management Assistant I

Date: July 23, 2015
Grade: 3
Full-/Part-Time: Part-Time
Location: Madison, SD (FirstLine Funding)
Supervisor: VP Firstline Funding Group
Overall Functions: This person provides professional, efficient handling of telephone operations within the bank factoring division. This person is responsible for reception and guidance of customers in the lobby, as well as receiving and routing telephone calls. This person will also be responsible for providing clerical support to the processing staff and to Management.
Qualifications: This person should have a high school diploma or the equivalent and one year of prior experience in clerical support functions or the equivalent. In this position, emphasis is placed on serving the customer in a cordial and efficient manner. This person should possess good communication skills plus a genuine interest in satisfying the needs of the customer. Excellent data entry skills and the ability to maintain a high degree of accuracy while meeting deadlines are required. This person must also be able to take direction from management and senior team members.


1. Greet customers, determine their needs, notify appropriate staff of customers’ needs, and route customers to the appropriate areas.

2. Process incoming mail/courier packages and deliver to appropriate departments.

3. Reconcile original bills of lading and bill Account Debtor, as directed.

4. Scan, file, and retrieve invoices in and out of the optical library.

5. Handle pre-funding/post-funding verification phone duties as assigned.

6. Act in accordance with FFC policies and procedures as set forth in the employee handbook.

7. Adhere to compliance procedures and participate in required compliance training.

EOE/AA/Minority/Female/Veteran/Disability/Sexual Orientation/Gender Identity

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