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Equitable Document Management Specialist in Charlotte, North Carolina

Document Management Specialist ( 2400009O )

Primary Location : UNITED STATES-NC-Charlotte

Organization : Equitable

Schedule : Full-time


At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Please note this position is an essential worker role and will need to work in the Charlotte, NC office

Hours of Operation: 6:00 am to 2:30 pm EST

The Document Management Center (DMC) is a critical component of our overall Life New Business operation. This unit will be the initial point of processing for all our client paperwork after the Replace project goes live. It is vitally important to have a smooth operation in order to meet our sales goals and customer centricity goals established for our organization. The Document Services Associate is responsible for:

Responsibilities include, but are not limited to:

  • Opening, sorting, preparing, scanning and researching inbound documents and checks coming in to Equitable.

  • Works in a team-oriented environment where flexibility and cooperation are essential.

  • Initial point of contact for all incoming mail (inforce and new business).

  • Responsible for putting checks and documents through multiple imaging work streams (AWD, nbA, OCR). Documents are highly sensitive in nature and must be identified and routed quickly and correctly to proper work areas to ensure that downstream functional areas can meet customer expectations for quality and timeliness.

  • Sort all incoming street mail and express mail documents and checks by identifying document source and corresponding imaging system.

  • Use designated patch sheets to separate requests and batches.

  • Place checks in plastic scanning sleeves.

  • Run scan equipment for AWD, nbA, OCR, and conduct a quality review of documents scanned to ensure all information from the original documents has been captured.

  • Clean and calibrate scan equipment twice daily performing each required step in the process.

  • Place service calls to Equitable IT or directly to Cannon and work with the repair representative to determine next steps, communications required, and workarounds.

  • Assist in pulling documents from storage for re-scan.

  • Pack and file scanned material, maintain proper storage procedures and shred older documents in accordance with the current retention policy.

  • Report out any metrics the functional areas require.

  • Keep received logs as designated by the business areas.

  • Record check information for scanning.

  • Review and prepare all documents and checks for scanning, including taping tears, removing staples, and preparation of documents to full sheets.

  • Identify legal seals to properly designate legal documents, reflecting the condition of the documents by noting on the Document Worksheet the state of all legal/notarized documents.

The base salary range for this position is $38,480. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)


Required Qualifications:

  • High School Diploma or equivalent.

  • 1 years work experience in a fast-paced environment.

Preferred Qualifications :

  • Demonstrated attention to detail and reading comprehension skills; ability to focus on printed material for long periods of time to achieve high production and quality standards to meet strict Service Level Agreements.

  • Flexibility to assist team members wherever necessary, on a variety of tasks.

  • Sense of urgency and good prioritization skills.

  • Ability to maintain high level on concentration while performing repetitive tasks.

  • Ability to operate various types of office equipment and lift boxes weighing 20 lbs.

  • Ability to sit or stand for long periods of time.

  • Ability to work independently and with limited supervision.

  • Ability to meet attendance and punctuality standards.


Customer Support Operations: Knowledge of customer support techniques, tools, technologies, and best practices; ability to utilize all aspects of customer support operations.

Customer Support Systems: Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support.

Managing Multiple Priorities : Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.


At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Req ID: 2400009O