Document Control Clerk
Performs a variety of clerical and administrative duties within the Service Department, including phone communication, document processing, and data entry. This position requires attention to detail, strong organizational skills, and the ability to handle sensitive financial transactions. The ideal candidate must demonstrate excellent phone etiquette, problem-solving abilities, and proficiency in Microsoft Office.
Responsibilities
-
Phone Communication – Handle incoming and outgoing calls, provide accurate information, document customer interactions, and relay details professionally.
-
Document Processing – Review, update, and process member requests such as name/owner/beneficiary changes, loan applications, withdrawals, and surrenders.
-
Data Entry & System Updates – Ensure accurate updates of member information, confirm receipt of forms, and maintain organized records.
-
Financial Transactions – Process financial requests, including loans, withdrawals, and surrenders, following company guidelines and policies.
-
Administrative Support – Prepare confirmation letters, track pending requests, and ensure all documentation is complete and accurate.
Qualifications and Skills
-
High school diploma or equivalent required.
-
Strong phone communication and interpersonal skills.
-
Detail-oriented with excellent problem-solving abilities.
-
Proficiency in Microsoft Word and Excel.
-
Strong typing and data entry skills with a focus on accuracy.
-
Previous administrative or customer service experience preferred.
Benefits/Compensation
-
Full Time
-
Pay Rate is $18 / hr
-
First Shift
-
Weekly pay while employed through Career Concepts
-
Benefits available while employed through Career Concepts
-
Temp-To-Hire
-
Benefits after Probation period
Location
-
Erie, Pa
About Career Concepts Staffing Services, Inc.
Career Concepts is the leading locally owned staffing company in Western Pennsylvania and New York, dedicated to connecting top-tier talent with exceptional opportunities. With a commitment to excellence, innovation, and ongoing growth, we pride ourselves on delivering unparalleled services to our clients and candidates.
