eDocument Specialist

Job#: 2027123

Job Description:

eDocument Specialist
(Onsite, San Diego, CA)

If you are interested in learning more about this role please send your resume over to [email protected].


  • Provides support to 26 branches, 32 departments, Member Service Center and 190,000 members.
  • Supports branches utilizing branch capture solution to include troubleshooting of hardware and software, password resets and Check 21 operational questions.
  • Participates and assists with or has working knowledge of image item processing, remote deposit capture, document scanning and archival, bank by mail transaction posting, automated bill pay portal (paper check conversions), share draft exception processing, encoding errors, duplicate check postings, check and statement retrieval, subpoena processing, FRB adjustments and other types of research pertaining to checks and documents.
  • Responsible for having an understanding of FRB regulations, image item processing deadlines, Check 21 guidelines, document retention standards and general knowledge of DocuSign in order to support the product.
  • Participates and assists with eDocument Analyst job duties.
  • Processes and balances on a daily basis all electronic member checks received from the FRB (inclearings).  Processes electronically to the FRB all items received from members for deposit or cash (transit/branch capture) and all coupon credit cards payments, coupon loan payments, savings and checking deposits using image item processing solution.
  • Processes automated bill payment transactions through a web portal converting transactions to ACH using daily established deadlines.
  • Processes bank by mail check transactions affecting both member accounts and GL transactions.        Posts check transactions received from the Lending Departments.
  • Handles share draft exception processing daily with stringent deadlines. This includes decision-making on the paying/returning of checks written by our members.
  • Processes electronic incoming returned deposited items on a daily basis.  This includes COOP, Shared Branching and National Adjustment returns.  Works closely with both Fraud and Accounting Departments.
  • Processes electronic outgoing returned items on a daily basis ensuring established guidelines and timeframes are met.
  • Performs daily review of remote deposit capture items to include both mobile and ATM images ensuring members account adjustments are handled timely.  Works closely with the Fraud Department on this process.
  • Answers department phone calls and email requests.
  • Follows Check 21 guidelines to ensure check clarity and timeliness of daily import/export files to/from the FRB.  
  • Ensures daily reports are updated timely and accurately and works with the Accounting Department to resolve outstanding daily balancing issues.
  • Monitors large item cases to include incoming returned items received through Fedline Web as well as providing signature verification for large items drawn by our members.
  • Performs research pertaining to routine outstanding FRB issues and handles incoming bank letters pertaining to check adjustments.
  • Monitors and completes research tickets received pertaining to but not limited to check copies, statement copies, posting errors and any adjustment related process necessary for the resolution of such research.
  • Works in conjunction with Risk Management by providing requested documentation on all types of incoming subpoenas/warrants.   
  • Performs operational tasks of an eDocument Analyst for the scanning and indexing of documents using document image archival software.  This includes data entry of pertinent member and document information used to retrieve and archive the imaged documents.  
  • Maintains working knowledge of credit union’s document guidelines, structure and the document archival software in order to be able to provide the maximum level of support to credit union staff.  Maintains document retention tracking working with business unit owners and Compliance.
  • Utilizes control logs to monitor own work to ensure accuracy, completeness and quality of all image archival processing.  Looks for ways to improve and promote quality.
  • Assists with automation of documents to include the indexing processes and the use of barcodes as needed.  Researches solutions to streamline processes and move towards a paperless environment.
  • Provides support to branches, MSC and Spectrum departments to include but not limited to troubleshooting with check scanning equipment, locating of documents and general check, document and DocuSign related questions.
  • Maintains and cleans all item processing and document scanning equipment.
  • Performs other duties as required.
Education, skills, & abilities: 
  • The experience as acquired from a high school diploma or equivalent plus two to five years financial institution experience.
  • Experience working with Microsoft Applications such as Word, Excel,and Outlook.  Ability to effectively utilize Windows and browser-based desktop software and scanning equipment.
  • Experience processing various exception reports, posting monetary transactions and performing file maintenance.
  • Ability to communicate effectively, orally and in writing.
  • Accurate data entry capability to include balancing and reconciling of work.
  • Good organizational skills, detail orientation and the ability to handle multiple priorities to meet work deadlines.  Able to work independently and under pressure.
  • Ability to appear for work on time, follow directions from a supervisor, interact effectively with co-workers and members, understand and follow posted work rules and procedures and accept constructive criticism.
  • Ability to operate standard business machines such as computer, scanner, printer, copier, fax, 10-key and telephonic devices. Experience working with document processing equipment is desirable.
  • Processes and balances all electronic/paper files by importing/exporting on a daily basis with the FRB.
  • Processes check transactions via paper and web portal automation.
  • Process both incoming and outgoing return items.
  • Handles share draft exception processing.
  • Handles review of remote deposit capture processes through web portal.
  • Backup support for the scanning and indexing of documents using document image archival software while utilizing control logs to ensure accuracy, completeness and quality.  Maintains document retention standards.
  • Handles research, adjustments and subpoenas.    
  • Provides support to branches, MSC and Spectrum departments with eDocument Management related questions/issues.

Work is primarily performed within a cubicle office setting.  Subject to moderate background noise found in an office/scanning environment.








































EEO Employer

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 have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Employee Type:

San Diego, CA, US

Job Type:

Date Posted:
April 30, 2024

Pay Range:
$21 - $26 per hour