Cust Service Rep Sr/23/cus003

Healthcare Banking Document Specialist

Apex Systems is hiring for a Healthcare Banking Document Specialist in Draper, UT.

Pay Rate: $19.00/hr.

Location: Draper, UT (Fully onsite role)

Targetted Start Date: 1/06/2025

Training: 1 month: Shadowing, orientation with one senior team member (Cant miss any time during training)

Hours After Training: Mon-Fri 7:30-4:30 PM MST or 8:30-4:30 PM MST

Contract Duration: 6 month contract with a potential to extend based on performance and attendance

Responsibilities

• Review New Deposit Accounts: Conduct thorough reviews of all new deposit accounts to ensure accuracy in structure, account ownership, and compliance with legal documentation requirements. This includes verifying the correctness of account details and ensuring all necessary documentation is complete and accurate.
• Compliance Assurance: Ensure that all information required for compliance with the Bank Customer Information Program is obtained and accurately recorded. This involves maintaining up-to-date records and ensuring adherence to regulatory standards.
• Track and Monitor: Track and monitor for missing signature cards and account exceptions. This includes following up on outstanding items and ensuring that all accounts are fully compliant with bank policies and procedures.
• Additional Duties: Perform other tasks and duties as assigned by management. This may include participating in special projects, assisting with audits, and providing support to other team members as needed.

Must-Have

• Basic Computer Skills: Proficiency in using computers and navigating various software applications.
• Microsoft Excel: Ability to use Microsoft Excel for data entry, analysis, and reporting.
• Microsoft Outlook: Proficiency in using Microsoft Outlook for email communication and calendar management.
• Microsoft Windows 11: Familiarity with the Windows 11 operating system.
• Microsoft Word: Ability to use Microsoft Word for document creation and editing.
• Attention to Detail: Strong attention to detail to ensure accuracy and compliance in all tasks.

Nice to Have

• Excel Macros: Experience with creating and using Excel macros to automate repetitive tasks and improve efficiency.

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you require an accommodation in using our website for a search or application, please contact our Employee Services Department at

employeeservices@apexsystems.com