Document Imaging Coordinator
Listed on 2026-02-28
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Administrative/Clerical
Data Entry, Office Administrator/ Coordinator
Overview
Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Document Imaging Coordinator to join our office onsite in either Novato, California.
The Document Imaging Coordinator acts as the key individual responsible for Document Management and Imaging activities. Interface with managers, end users, and other stakeholders from all levels of the Bank to identify, implement, and support appropriate software and process solutions for document management projects. This includes overseeing the integrity, quality control, configuration, retrieval, and reporting for all imaged documents, cold storage reports, statements and notices, and offsite document storage.
Monitors daily workflow, reviews and approves daily document management production. Ensures compliance requirements and deadlines are met. Ensures daily activities including document imaging, COLD report verification, and statement validations are completed. Provide exceptional service and support to ensure documents are obtained and archived to meet Banker, Compliance, and Audit requirements. This job provides a wide variety of operational and technical support.
Skill and Additional Requirements
- Excellent communication skills, with ability to quickly understand and communicate concepts both verbally and in written form.
- Excellent interpersonal and organizational skills.
- Good understanding of interrelations of bank structure including branch system, commercial / consumer loan groups, construction real estate loan group, loan operations, loan documentation,deposit operations, etc.
- Advanced knowledge of the OnBase (Optima) Archival System including research, user administration, configuration, database schema, workflow, and document imaging.
- Working knowledge of SQL (Structured Query Language)
- Thorough knowledge of FIS Core System related to research and archiving.
- Thorough knowledge of all other bank applications as it relates to research and archiving.
- Thorough knowledge of FOS Statement Output Service.
- Substantial computer skills & proficiency with Microsoft Word, Excel, and Outlook, including experience with VBA, Microsoft Query, and User Forms.
- Team contributor as evidenced by positive attitude toward assisting others with job responsibilities as needed and treatment of co-workers in a positive and respectful manner.
- Be able to acknowledge knowledge gaps with the ability to receive and act on feedback in a positive meaningful way. Ensure all reporting activities comply with Onbase (Optima) Database Use Policyand best practices.
- Practical knowledge of Bank’s vendors and contacts for document management tasks / issues.
- Present a positive and professional appearance and demeanor to both internal and external contactsincluding other bank employees, vendors, service providers, etc.
Professional
Experience:
- 2 - 4 years relevant experience and/or training; or equivalent combination of education and experience.
Educational/Professional
Experience:
- Associate’s degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training.
The hiring pay range for this position is $25.40 to $36.09. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.
The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.
Bank of Marin is an equal opportunity employer.
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