Document Control Clerk

Career Concepts ·www.careerconcepts.com

Location Erie, PA, US
Type Full time
Level Mid
Source Shazamme
Professional
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Document Control Clerk

A local financial service company is seeking a dependable and detail-oriented Document Control Clerk to join their Service Department. This is a great opportunity for someone with a background in banking, insurance, financial services, or customer service who enjoys working with people while handling important paperwork and account information. The ideal candidate will be comfortable communicating over the phone, working with computer systems, and assisting customers with a variety of account-related requests

Responsibilities

  • Handle incoming and outgoing calls, assisting members with account-related questions.

  • Review and process member forms, including personal information, ownership, and beneficiary changes.

  • Review loan, withdrawal, and surrender requests for completeness.

  • Update member accounts and maintain accurate records in company systems.

  • Prepare confirmation letters and document member interactions.

  • Follow up on missing information and resolve routine account inquiries.

  • Learn to process member financial transactions as training progresses.

Qualifications and Skills

  • Previous experience in banking, insurance, financial services, or customer service preferred.

  • Strong communication skills and professional phone manner.

  • Comfortable using computers, entering information, and navigating different software systems.

  • Ability to work with confidential customer and financial information.

  • Organized, dependable, and able to manage multiple responsibilities.

  • Good problem-solving skills and the ability to learn new processes.

  • High school diploma or equivalent required.

Benefits/Compensation

  • Full Time

  • First shift (7:30am – 4:30pm)  

  • $18+/hr based on experience

  • Temp to hire position  

  • Weekly pay while employed through Career Concepts

  • Benefits available while employed through Career Concepts

Location

  • Erie/Waterford, 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.

Frequently asked questions

Who is hiring for the Document Control Clerk role?
Career Concepts is hiring for the Document Control Clerk position, a Shazamme client. Apply directly on the employer's career site.
Where is the Document Control Clerk job located?
The Document Control Clerk role with Career Concepts is based in Erie, PA, US.
Is the Document Control Clerk role full-time or contract?
This is a full time position at Career Concepts.
What experience level is the Document Control Clerk role?
The Document Control Clerk position is aimed at mid-level candidates.
How do I apply for the Document Control Clerk role at Career Concepts?
Apply directly on Career Concepts's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.
Apply direct