Dallas, Texas
Summary
Per Sé Group is seeking an Administrative File Clerk for our client, who operates out of Dallas providing traditional and renewable fuels and lubricants for planes, trains, and automobiles! Their work environment is based around their core values of Safety, Integrity, Teamwork, Ownership, and Inclusion.
Responsibilities
- Digitize and archive customer credit files within a cloud-based centralized storage platform, adhering to predefined criteria such as information age, critical characteristics, and document types, specifically tailored to support the credit department.
- Organize and transfer all scanned materials to designated folders within the storage platform, ensuring efficient and systematic data management to facilitate seamless financial operations.
- Collaborate closely with the credit department to discern document significance, determine optimal information retention periods, and identify disposable documents, aligning with the specific financial needs and regulatory requirements.
- Acquire comprehensive knowledge of the scanning process and the associated technology, emphasizing its relevance and application within the financial and treasury functions of the energy industry.
- Utilize secure shredding protocols for the proper disposal of sensitive and confidential customer information, ensuring compliance with financial regulations and company standards.
- Organization skills, typing, technology (Open Text is a plus)
- Entry level – 3-12 months experience
- High School Diploma