Documentation Executive

Job Description

Role: Documentation Executive (US Process)

Location: Surat (In-Office)

Shift: 10 AM to 7 PM

Function: Back Office Operations

Role Summary

Review and audit income and asset documentation for US residents, verifying completeness, accuracy, and authenticity of submitted documents against defined checklists and process standards.

Key Responsibilities

• Review income documents (pay stubs, tax returns, W-2s, bank statements) and asset documents for accuracy and consistency.
• Verify documents against verification checklists and flag discrepancies, missing items, or red flags.
• Maintain audit trails and document the verification status of each file.
• Coordinate with onshore/US teams to resolve queries and clarify documentation gaps.
• Meet daily productivity and quality (accuracy) targets.

Qualifications

Education: B.Tech / MBA / B.Sc (Mathematics or Statistics)

Preferred Experience

Prior experience in document management or verification, such as: import/export documentation, banking documentation, insurance documentation, or general back-office operations.

1–3 years in a process/operations role (freshers with strong fundamentals considered).

Skills

• Strong attention to detail and comfort with structured, checklist-driven work.
• Good English reading comprehension (US documents).
• Basic Excel and data-entry accuracy.
• Reliability and consistency in repetitive review tasks.

Candidate Profile (1-Line Snapshot for Sourcing)

Detail-oriented graduate (B.Tech / MBA / B.Sc Maths or Stats) with prior document-handling experience in banking, insurance, import-export, or back-office operations — strong English comprehension, checklist discipline, and accuracy under volume. US-shift, in-office Surat.

Ideal Hire Looks Like

Education: B.Tech / MBA / B.Sc (Mathematics or Statistics)

Background: Any documentation-heavy domain (banking, insurance, trade docs, BPO/back office)

Temperament: Methodical, consistent, comfortable with repetitive review and tight quality standards.