Document Processing Clerk

Robert Half • The Woodlands, TX • 4d ago

Description We are looking for a detail-oriented Document Processing Clerk to join our team on a Contract-to-Permanent basis in The Woodlands, Texas. In this role, you will handle a variety of legal requests related to customer accounts, ensuring compliance with banking and legal standards. This position requires a strong background in banking, a keen understanding of legal documents, and exceptional organizational skills.

Responsibilities:

Review and interpret legal orders, such as levies, liens, garnishments, and subpoenas, to ensure accurate comprehension and processing.

Process and provide branch approvals for legal documentation related to customer accounts and banking transactions while adhering to relevant laws and regulations.

Prepare and submit official bank responses to legal requests, including notifying customers of actions taken via formal correspondence.

Manage the intake of legal requests by creating and tracking electronic cases to ensure accurate record-keeping.

Deliver outstanding customer service to internal and external stakeholders, including customers, branches, attorneys, and government agencies.

Conduct thorough research to process account holds, releases, payments, and applicable fees in a timely and accurate manner.

Ensure all legal requests meet court deadlines and comply with state regulations, maintaining detailed documentation throughout the process.

Perform additional job-related tasks or special projects as assigned to support departmental goals. Requirements - A minimum of 1 year of banking experience with demonstrated ability to read and interpret legal documents.

Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and familiarity with SharePoint and banking software applications.

Strong organizational skills with excellent attention to detail and the ability to meet strict deadlines.

Effective verbal and written communication skills, with a commitment to maintaining professionalism and confidentiality.

Analytical mindset with problem-solving abilities and the capacity to manage multiple tasks in a fast-paced environment.

Customer service orientation with the ability to interact effectively with diverse stakeholders.

High school diploma or equivalent is required; additional certifications or relevant training is a plus.

Experience with case management software, Adobe Acrobat, and familiarity with systems like ACRIS or Cyberbahn is preferred.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

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