Documentation Specialist

Posted 5 Days Ago
Be an Early Applicant
28209, Charlotte, NC, USA
In-Office
Junior
Real Estate
The Role
Processes incoming documents by scanning, uploading, and routing them to appropriate teams. Manages shredding-box logistics, Freshdesk tickets, mail sorting, and forwarding. The role requires prioritizing multiple tasks, maintaining accuracy, communicating clearly, using Microsoft Office, and handling documents and office systems efficiently.
Summary Generated by Built In

William Douglas Management has an immediate opening for a Documentation Specialist to support our team and contribute to our commitment to excellence.

Responsibilities
  • Open and scan incoming documents each day.

  • Upload documents to the appropriate systems and assign them to the correct teams or individuals.

  • Coordinate the pickup and delivery of shredding boxes.

  • Manage and respond to tickets in Freshdesk.

  • Sort and forward mail.

  • Handle multiple tasks efficiently and adjust priorities as needed.

Qualifications
  • High school diploma or equivalent.

  • One to two years of experience in a similar role.

  • Strong computer skills and proficiency in Microsoft Office.

  • Basic knowledge of mail-handling procedures.

  • Excellent written and verbal communication skills, including the ability to present complex information to senior leadership clearly and concisely.

  • Strong time-management skills and attention to detail.

  • Ability to lift up to 25 pounds.

Preferred Skills
  • Experience using project-management software.

  • Experience with CINC or another management system.

  • Advanced Microsoft Excel skills.

Skills Required

  • High school diploma or equivalent
  • One to two years of experience in a similar role
  • Strong computer skills and proficiency in Microsoft Office
  • Basic knowledge of mail-handling procedures
  • Excellent written and verbal communication skills
  • Ability to present complex information clearly and concisely to senior leadership
  • Strong time-management skills and attention to detail
  • Ability to lift up to 25 pounds
  • Experience using project-management software
  • Experience with CINC or another management system
  • Advanced Microsoft Excel skills
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The Company
HQ: Charlotte, NC
68 Employees
Year Founded: 1980

What We Do

William Douglas Management is a leading HOA and property management company serving homeowner associations in North and South Carolina, known for its proactive, homeowner-experience driven approach and leveraging technology.

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