What is a Document Imaging Technician?
A document imaging technician ensures the timely and accurate scanning and indexing of paperwork into the organization’s document management software.
At banks, loan administrators typically fill the role of document imaging technician. Duties for this role may vary from one financial institution to the next, depending on the bank’s approach to loan processing. While some financial institutions require a central location to perform all imaging, others allow the branches to scan in their own loan paperwork.
Document Imaging at Centralized Banks
Due to the sheer volume of paper being processed from multiple branches, in a highly centralized banking system a document imaging technician likely focuses on several main areas:
- Scanning documents
- Working with compliance to ensure documents are shredded after quality control (QC) and retention measures have been taken
- Retaining hard copies when necessary and properly archiving them
Document Imaging at Decentralized Banks
At a bank with a decentralized system, the document imaging technician might have a wider range of tasks (since most of the scanning is being done by branch staff). In addition to the responsibilities mentioned above, others might include:
- Performing QC tasks, such as checking for missing signatures or incomplete documents
- Notating expiration dates, additional comments, and statuses
- Preparing exception reports
- Developing processes and procedures for document scanning and exception reporting
Implementing a core-integrated document management system, such as AccuAccount, makes decentralization more feasible and frees up the document imaging technician to focus on higher impact activities.
Resources for Document Imaging Technicians
Looking for more information to help you grow in your career as a document imaging technician? Be sure to check out our extensive resource library with free spreadsheets, whitepapers, and ebooks.
Browse our banking definitions page for more terminology.
Banks Audit & Exam Prep Study
TicklerTrax Exception Spreadsheet
TicklerTrax™ Exception Spreadsheet Downloaded 1,000+ Times Looking for a free spreadsheet to track your financial institution’s exceptions? TicklerTrax might be the perfect tool for you! We’ve taken some of the basic logic from our top-rated document tracking system and boiled it