1

Doc Prep Jobs in California (NOW HIRING)

Showing results 21-40

Doc Prep information

What is a doc prep?

Doc Prep, short for Document Preparation, jobs involve organizing, sorting, and preparing documents for further processing, such as scanning, data entry, or mailing. Employees in these roles may remove staples, fasten documents, check for accuracy, and ensure documents are in the correct order. Doc Prep workers are essential in industries like finance, healthcare, and legal services, helping to maintain efficient workflows and accurate records. Attention to detail and organizational skills are key in this position.

What are the key skills and qualifications needed to thrive as a doc prep?

To succeed as a Doc Prep (Document Preparation Specialist), attention to detail, organizational skills, and a high school diploma or equivalent are typically required. Familiarity with document management systems, scanning equipment, and office software such as Microsoft Office is essential. Strong time management, reliability, and the ability to work independently or as part of a team are valuable soft skills. These competencies ensure accurate document handling, efficient workflow, and compliance with organizational standards.

What are some common challenges faced by doc prep professionals, and how can they be managed effectively?

Doc Prep professionals often encounter challenges such as managing high volumes of paperwork, ensuring accuracy under tight deadlines, and adapting to frequent changes in document requirements. To manage these effectively, attention to detail, strong organizational skills, and the ability to work collaboratively with other team members—like loan officers, underwriters, or legal staff—are essential. Staying updated on industry regulations and using document management software can also help streamline workflow and reduce errors, making the process more efficient.

What is the difference between Doc Prep vs Medical Assistant?

AspectDoc PrepMedical Assistant
CertificationsNone required, but familiarity with medical documents helpfulCertified or registered (e.g., CMA, RMA)
Work EnvironmentMedical offices, hospitals, clinicsMedical offices, clinics, hospitals
Primary ResponsibilitiesPreparing and reviewing medical documents, insurance formsPatient care, taking vital signs, assisting with procedures
Industry UsageCommon in healthcare documentation and billingDirect patient interaction and clinical support

While both roles operate within healthcare settings, Doc Prep focuses on preparing and managing medical documents, whereas Medical Assistants provide direct patient care and clinical support. Understanding these differences helps in choosing the right career path or job search focus.

Infographic showing various Doc Prep job openings in California as of August 2026, with employment types broken down into 55% Full Time, and 45% Part Time. Highlights an 67% Physical, and 33% Remote job distribution.

Senior Data Analyst - Power BI, SQL & Salesforce

Socket.dev

Folsom, CA • On-site

$95 - $130/hr

Other

Posted 2 days ago

New


Job description

Senior Data Analyst – Power BI, SQL & Salesforce

Folsom, CA

Description

The Software Developer will perform the following job duties under the supervision of senior developers:

  • Assist in developing and modifying software solutions by building and maintaining Power BI reports and dashboards using established data models, simple DAX measures, and guided ETL processes.
  • Design, implement, and maintain interactive BI dashboards and reporting solns. using MSoft Power BI. Configure dashboards that present operational metrics, perf. indicators, and analytical summaries through structured vis. components incl. KPI crds., matrices, bar/line charts, and timeseries visualizations.
  • Utilize enterprise data models and imp. Data Analysis Expressions formulas to calc. aggregated metrics (totals, averages, ratios, and trend-based indicators).
  • Config. data refresh pipelines and apply transformation logic in Power Query to support automated ETL workflows to synchronize dashboards with enterprise dta.sources.
  • Analyzing information from multiple sources (Excel, Salesforce, SQL databases, SharePoint, AWS S3) and integrate data into existing Power BI and Salesforce reporting applications following team templates.
  • Retrieve + analyze structured datasets from multiple enterprise platforms including spreadsheets, CRM systems, relational databases, collaboration platforms, and cloud storage repositories.
  • Access datasets from Excel files, Salesforce rep. objects, SQL dbase.tables and views, SharePoint doc. libraries, + cloud-based stor. buckets hosted in Amzn. S3.
  • Utilize Power BI data connectors and SQL-based queries to extrt. Relev. Datasets + perform data prep. tasks such as schema normalization, datatype conversion, duplicate removal, and relat. joins. Construct integ. data tables and struct. datasets to support centralized analytics + enterprise report. Solutions.
  • Use expertise in var. design patterns and in various integ. options including native Salesforce APIs and external solutions.
  • Confer with program managers and stakeholders to clarify reporting requirements; create or update standard recurring reports and respond to routine ad-hoc data requests using Power BI, Excel, and Salesforce tools.
  • Dev. recurring reports and dashboards that summarize metrics including op. perf., prog. utilization levels, project status indicators, + departmental outcomes.
  • Generate adhoc analytical reports and custom. visualizations using Power BI, Excel, and Salesforce reporting tools. Produce filt. datasets, summary aggregations, and visual analytics to allow stholders. to eval. trends, compare hist. perf. metrics, and analyze op. l data across rep. periods.
  • Automate file handling + processing for archival in AWS S3 and Connect.
  • Correct errors and improve functionality of existing reporting workflows by testing dashboards, fixing basic data refresh issues, and automating routine file uploads/downloads to AWS S3 using provided scripts.
  • Perform validation testing + troubleshooting for dashboards, reporting logic, and automated data refresh processes.
  • Analyze data refresh logs and reporting outputs to idfy. inconsistencies + other discrepancies. Impmnt. corrective updates to transformation logic, DAX calcs., confign. settings, or dataset relatshps. to maintain reporting accuracy.
  • Support automated data proc. pipelines by executing sched. scripts + workflows that upload / retrieve structd. datafiles between enterprise systems and AWSS3 storage environments ensuring reliable data availability for reporting apps.
  • Incorporate results from user feedback surveys into pre-built Power BI or Excel summary reports for business stakeholders.
  • Integrate survey resp. datasets and user feedback info into structured reporting solutions used by bus. Stakeholders. Validate survey input data, perform data transformation + formatting processes, and load processed datasets into Power BI /Excel based templates.
Minimum Requirements

Education: Bachelor’s Degree in Computer Science or related.

#J-18808-Ljbffr