Document Review Specialist Resume Sample

4.8
16 votes
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Margarita Senger
915 Berry Ferry,  Los Angeles,  CA
+1 (555) 575 0644

Work Experience


Document Review Specialist
05/2015 - PRESENT
Los Angeles, CA
  • Reviews loan documentation to ensure information is complete and accurate
  • Inputs data on the loan documentation tracking system ensuring accuracy and completeness
  • Sets up and maintains credit and other files for documentation
  • Inputs expiration dates for insurance policies to ensure proper insurance is received and maintained
  • Reviews documentation for proper approvals
  • Inputs data into tracking system to ensure proper receipt of UCC, Deeds of Trust, and Title Policy filings and other documentation
  • Sorts and distributes daily and monthly loan officer inquiries relative to loan documentation
  • Answers the telephone/emails; responds to routine loan officer inquiries relative to loan documentation
Cib-document Review Specialist
12/2012 - 03/2015
Detroit, MI
  • Operates computer terminal or personal computer to process loan activity, determine balances, and resolve problems within given authority
  • Cross trains in all Doc Review related areas
  • Completes annual compliance courses
  • Responsible for reviewing new account documentation within benchmarked period
  • Work closely with Legal and Compliance teams to resolve AML, Cross Border, or any other issues that occur during the account opening process. Liaise with branch management teams and Legal to ensure appropriate account opening and additions of products to existing accounts for cross border resident clients
  • Modify, update, and distribute policies (including the maintenance of the required document checklist); communicate constantly by delivering updated procedures to branches and home office
  • Devise and facilitate training relating to account documentation policies and procedures for branches
  • Research corporate laws of different countries to ensure all required documentation is received
Consumer Document Review Specialist
05/2006 - 06/2012
Los Angeles, CA
  • “LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
  • Two years banking related work experience
  • Review and correctly identify various types of legal process (e.g. litigation against the firm, third party subpoena, third party process where firm is served because it has filed a lien involving the individual/property subject to the suit)
  • Research items using multiple client databases to determine appropriate stakeholder within a LOB or the Legal Department
  • Communicate with outside law firms/governmental issuers in an effort to identify JPMC’s interest in the legal matter, if unknown or unclear
  • Communicate with various LOBs concerning the handling/processing of items
  • Interface with internal litigators, business lawyers, title companies, JPMC’s outside counsel as appropriate
  • Track legal process sent to stakeholders to insure LOB necessary follow-through
  • ‘Working to deadline’ approach

Education


Concordia University Wisconsin - Kenosha Center
2001 - 2005
School's Degree in Administration

Professional Skills


  • Strong teamwork and partnership ability Strong and effective communication (verbal and written) and presentation skills
  • Strong and effective communication (verbal and written) and presentation skills Demonstrable self-motivation, initiation and strong customer focus
  • Strong analytical and problem solving skills to assist Product Specialists, resolve issues, and improve overall servicing
  • Strong interpersonal skills and business sense for building relationships across all levels of the organization
  • Strong time management, organization, and problem-solving skills
  • Excellent time management and organizational skills Proficiency in MS Office applications
  • Intermediate Microsoft Excel skills (Manipulating data, VLOOKUP’s, locating trends, etc.)

How to write Document Review Specialist Resume

Document Review Specialist role is responsible for organizational, teamwork, presentation, documentation, mortgage, retail, credit, training, database, recruiting.
To write great resume for document review specialist job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Document Review Specialist Resume

The section contact information is important in your document review specialist resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Document Review Specialist Resume

The section work experience is an essential part of your document review specialist resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous document review specialist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular document review specialist position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Document Review Specialist resume experience can include:

  • Works effectively with all levels of the organizations
  • Basic Microsoft Office Skills: Word, Excel, Outlook
  • Work experience in automation testing using Selenium Webdriver and TestNG
  • Hands-on experience with Database testing including creation of database queries
  • List appropriate documents and document counts in the electronic Image Prep form prior to scanning
  • Locate, review, validate legal and governing documentation

Education on a Document Review Specialist Resume

Make sure to make education a priority on your document review specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your document review specialist experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Document Review Specialist Resume

When listing skills on your document review specialist resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical document review specialist skills:

  • Excellent problem-solving capabilities and organizational skills and effective interpersonal skills
  • Possess excellent grammatical and exceptional communication skills, both written and oral
  • General Office skills such as PC programs and data entry, typing, filing, and basic math are essential
  • Take and pass the Analytical Skills Test
  • Eye for detail with time management Skills
  • Proficient PC skills in MS Office suite

List of Typical Experience For a Document Review Specialist Resume

1

Experience For Cib-document Review Specialist Resume

  • Appropriately apply judgment to making changes
  • Proficient with software packages including, but not limited to: Microsoft Word, WordPerfect, and Microsoft Excel
  • MS Outlook, MS Office with basic knowledge of Excel
  • Make decisions and utilize all available resources and tools to minimize corporate and client risk
  • Track results in a database
  • Communicate findings with an analysis
  • Quick response time to team and management
  • Review and process Mortgage Documents to company standard/checklists and computer system EMBTrust
2

Experience For Cb-document Review Specialist Resume

  • Meet Deadlines/Daily Production Requirements
  • Assist with other departments dependent of business needs and work volume
  • Maintains knowledge of all Medicare guidelines and policies
  • Collects audit documentation, processes, and submits audits
  • Answers internal and external audit inquiries
  • Communicates with team members to resolve questions and inconsistencies
3

Experience For Consumer Document Review Specialist Resume

  • Completes all required audit functions in a timely manner
  • Researches all questionable audit documentation
  • Review transactions to ensure that the transaction was complete, accurate and in line with internal and external requirements
  • Assist with various tasks and functions that support our larger operational teams
  • Assist with follow up to policyholder or agent inquiries in regards to transactions
  • Be proactive about opportunities for process improvement and help develop more efficient procedures
4

Experience For Cib-document Review Specialist Prepaid Card Ops Resume

  • Thorough and observant, with an eye for detail
  • Proficient with the Microsoft Office suite (Outlook, Word, Excel)
  • Meet Deadlines/Daily Production Requirements
  • Adapt to new processes
  • Ensure that the document records correspond with data in the system
  • Preparation of manual test scripts and familiar with requirement traceability matrix
  • Review and evaluate chart notes
5

Experience For Document Review Specialist Resume

  • Work with operational personnel to ensure accurate and current qualifications are understood
  • Relevant experience including 1 year of experience within the pharmaceutical/medical device industry and 2 years of writing, clinical research, and editing experience
  • Proficient with software packages including, but not limited to: Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
  • Exposure to software release/build process/SDLC/STLC required
  • Preparation of manual and automation test scripts and familiar with requirement traceability matrix
6

Experience For Cib-document Review Specialist Resume

  • Excellent working knowledge of medical terminology, statistical concepts, and guidelines and requirements of the FDA and other international regulatory agencies
  • Knowledge of medical, pharmaceutical, and clinical research concepts
  • Concentrate on the detail in a document without losing sight of the document as a whole and can perform numerous simple and complex tasks without ignoring the overall objectives
  • Familiarity with EMBTrust
  • Meet individual quota
  • Organized and driven
  • Attention to detail

List of Typical Skills For a Document Review Specialist Resume

1

Skills For Cib-document Review Specialist Resume

  • Work experience in clinical research Training Lower level staff
  • 6+ months of experience doing data entry or clerical work
  • At least two years of experience in Financial Services or Banking Industry
  • Hands-on experience with system integration/regression/user acceptance testing (UAT)
  • Experience in participating in SCRUM team as QA Engineer
  • Experience in a higher pressure environment
  • Relevant experience
  • The ability to operate well in a call center team environment
2

Skills For Cb-document Review Specialist Resume

  • Strong analysis and attention to detail
  • Three years of experience in a call center or retail environment
  • Organize and change priorities frequently, multitask, work independently or in a team environment
  • Experience with MS Excel, MS Outlook, and MS Word
  • Detail-oriented, analytical for problem identification and resolution, able to prioritize multiple tasks, well organized
  • Experience with client server environment
  • Experience working as test engineer (Manual and Automation), preferably in a product development environment
  • Hands-on experience with Test cycle management tools like Jira/ALM
  • Evaluates audits to ensure all documentation is received prior to audit submission
3

Skills For Consumer Document Review Specialist Resume

  • Effective and regular communication with Audit Group Leader and Audit Supervisor
  • Understand customer and agent needs and requirements to execute effective quality control processes
  • Working with remote teams, understand the testing requirements
  • Working knowledge of Microsoft Excel required
  • Reviewing documents to gather and interpret data correctly
  • Entering information into the home system
  • Understanding medical terminology
4

Skills For Cib-document Review Specialist Prepaid Card Ops Resume

  • Generate reports using the standard system, establishing yourself as a crucial part in the success our team
  • Interact in a friendly, enthusiastic, energetic and outgoing manner
  • 2)entry of records in billing software
  • 3)become educated in payor qualifications and guidelines on multiple types of services to ensure billing compliance is met
  • 4)work with Central Audit Teams on concerning medical records
  • 5) research medical docs and understand the scope of care and identify qualifying language
  • Capable of following an issue through to conclusion
5

Skills For Document Review Specialist Resume

  • Establish authorities for credit products by reviewing entity and product documentation
  • Coordinate with other departments on missing information
  • The DRS performs a page-by-page review and analysis of the customer's documents to determine if it is adequate to support the customer's banking requests
  • Access the Post Release queue (both TPS/GTS) and review mailing instructions of documents and other requested tasks
  • Print TPS/GTS output, dispatch documents via courier mail, and record the tracking number in the Post Release queue
  • Timely and accurate entry of records into billing software
  • Become educated in payer qualifications and guidelines on multiple types of services to ensure billing compliance is met
  • Research medical documentation to accurately understand the scope of care and identify qualifying language
6

Skills For Cib-document Review Specialist Resume

  • Implement quality assurance standards and assure ongoing compliance with quality and industry standards
  • Meet deadlines
  • Compute rate, ratio, and percent; and to draw and interpret bar graphs
  • Take and pass a Data Entry Speed Test
  • Take and pass a Call Center Customer Service Test
  • Pass a Computer Assessment
  • Strong teamwork and partnership ability Strong and effective communication (verbal and written) and presentation skills Demonstrable self-motivation, initiation and strong customer focus
  • Superior analytical skills with proven experience and skills in diagnosing problems Ability to work independently
  • Analyze the specific situations, thinking outside the box to provide an appropriate solution
7

Skills For Cb-document Review Specialist Resume

  • Keenness and flexibility to work extended hours as well as in strict environment
  • Attention to detail is an absolute
  • Intensive review of legal documents requires a careful, thoughtful and deliberate analysis
  • 1)review and evaluate chart note records
  • 6) detail oriented and organized, work independently
  • Self-motivated, proactive, detail oriented and a team player. Ability to work efficiently under pressure with strong time management skills to meet tight deadlines, when needed
8

Skills For Consumer Document Review Specialist Resume

  • Researches the information on the document(s) and compares that information against the application to determine if the document validates the application data
  • Develop strong relationships; gain the confidence of integrated team as well as team members
  • Work both independently and within a team while presenting a professional demeanor at all times
  • Respond to different organizational situations while maintaining a positive and friendly attitude
  • Paralegal-background in legal documentation
  • Preparation of project specific plans for the DocRev component of assigned studies
9

Skills For Cib-document Review Specialist Prepaid Card Ops Resume

  • Review of core English patient informed
  • Determines if the document or account need to be given to DOH to work and creates a manual task
  • Generates notices to consumers who need to take follow up action
  • Meets all performance requirements associated with Eligibility & Enrollment processes
  • Respond to inquiries related to authorities documentation
  • Complete maintenance via applicable system
  • Adherence to Firm, Private Bank and documentation procedures
  • Provide quality service on a day-to-day basis to Product Specialists and other internal colleagues
10

Skills For Document Review Specialist Resume

  • Accurately compare documents against a checklist
  • Communicate with management on process improvements
  • Receive inbound courier mail and pre-register documents into both TPS and GTS back office systems
  • Review and verify breakdown of documents received against transmittal letter, draft, or other information provided
  • Perform other requested tasks provided in the Post Release instructions
  • Retrieval of Letter of Credit folders daily
  • Pro-actively work with all regions as necessary

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