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Document Prep Jobs (NOW HIRING)

Monitor productivity, quality, and accuracy across document prep, scanning, indexing, QA, and logistics functions. * Provide training, guidance, and day-to-day support to production staff. * Ensure ...

Clean and Maintain Equipment and Facilities Track and Document Prep Charts and Waste Logs Train personnel Assist in decision making for product improvement. Assist in decision making for store ...

CD prep and balance, document prep, post closing, commitment and policy preparation * TSS, Fannie Mae, and REO desired * Knowledge of CD settlements statements and real estate closing documents as it ...

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Document PREP information

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How much do document prep jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for document prep in the United States is $14.31, according to ZipRecruiter salary data. Most workers in this role earn between $12.50 and $15.38 per hour, depending on experience, location, and employer.

What is a document prep?

Document prep jobs involve preparing, organizing, and processing documents for various purposes, such as legal, financial, or administrative needs. Individuals in these roles typically handle tasks like scanning, sorting, labeling, and verifying documents to ensure accuracy and completeness. Document prep workers may also be responsible for maintaining document confidentiality and following specific guidelines or regulations. These jobs are essential in industries that require organized and accurate documentation, such as law firms, healthcare providers, and government agencies.

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

Document Prep professionals often encounter challenges such as handling large volumes of paperwork under tight deadlines and ensuring accuracy in organizing, sorting, and preparing documents for scanning or processing. Mistakes in document handling can lead to delays or compliance issues, so attention to detail is critical. To manage these challenges, it's helpful to develop strong organizational habits, use checklists, and communicate regularly with team members to clarify priorities. Many workplaces also provide training and use document management software to streamline processes and reduce errors.

What is the difference between Document Prep vs Data Entry Clerk?

AspectDocument PrepData Entry Clerk
Required CredentialsHigh school diploma, basic computer skillsHigh school diploma, typing proficiency
Work EnvironmentOffices, legal, medical, or administrative settingsOffices, administrative environments
Employer & Industry UsageLegal, medical, financial sectorsVarious industries including healthcare, finance, retail
Common Search & ComparisonYesYes

Document Prep involves preparing and organizing documents for legal, medical, or administrative purposes, focusing on formatting and accuracy. Data Entry Clerks primarily input data into digital systems, emphasizing speed and accuracy. While both roles require attention to detail and basic computer skills, Document Prep is more about document organization, whereas Data Entry is about data input and management.

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

To thrive as a Document Prep Specialist, you need strong attention to detail, organizational skills, and familiarity with document handling procedures, often supported by a high school diploma or equivalent. Proficiency in office software such as Microsoft Office Suite, document scanners, and electronic filing systems is typically required. Reliability, time management, and effective communication are standout soft skills for this position. These abilities are crucial for maintaining document accuracy, ensuring workflow efficiency, and supporting overall organizational operations.
More about Document PREP jobs
What cities are hiring for Document Prep jobs? Cities with the most Document Prep job openings:
What states have the most Document Prep jobs? States with the most job openings for Document Prep jobs include:
Infographic showing various Document Prep job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, 1% Temporary, and 6% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $29,765 per year, or $14.3 per hour.

Loan Documentation Prep Specialist - Texas

cen.ai

Amarillo, TX โ€ข On-site

Other

Re-posted yesterday


Job description

Loan Documentation Prep Specialist

General Description Of Position

The Loan Documentation Prep Specialist prescreens and/or prepares loan documentation based on information submitted by lending staff. This position ensures loan documents are accurate and compliant with all state and federal regulatory requirements. The Loan Documentation Prep Specialist works regularly to maintain service level standards in a production environment.

Essential Duties And Responsibilities

1. Prescreens and prepares documentation for consumer non-real estate, and commercial loan requests. This duty is performed daily, about 75% of the time.

2. Reviews requests for documentation before determining and applying a hold on the loan submission when applicable. This duty is performed daily, about 5% of the time.

3. Prepares packages for e-signatures when applicable. This duty is performed daily, about 5% of the time.

4. Assigns various loan code(s) in the prescreening process to meet regulatory and company reporting requirements. This duty is performed daily, about 5% of the time.

5. Ensures corrections are made to loan documents as requested by the lender. This duty is performed daily, about 10% of the time.

6. Responds to phone, email, and internal messaging requests and inquiries from lending staff or other departments promptly and professionally. This duty is performed daily, about 5% of the time.

7. Reviews prepared loan documents for accuracy before releasing information to lenders. This duty is performed daily, about 5% of the time.

8. Approve specified placeholders in nCino to ensure offload to onBase. This duty is performed daily, about 5% of the time.

9. Upload documentation as provided by lending staff to onBase. This duty is performed daily, about 5% of the time.

10. Responds to requests and tickets through assigned rotation. This duty is performed daily, about 5% of the time.

11. Prepare administrative renewals as requested and complete onBase checklists for each loan before releasing documentation. This duty is performed daily, about 5% of the time.

12. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.

13. Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly.

14. Perform any other related duties as required or assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education And Experience

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 2 years related experience and/or training, or equivalent combination of education and experience.

Communication Skills

Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

Critical Thinking Skills

Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.

Required Certificates, Licenses, Registrations

Not indicated.

Preferred Certificates, Licenses, Registrations

Not indicated.

Software Skills Required

Advanced: Alphanumeric Data Entry, Word Processing/Typing

Basic: 10-Key, Payroll Systems

Working Conditions

Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

Environmental Conditions

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Physical Activities

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; occasionally required to stand, walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

Additional Information

- Two (2) years of related experience and/or training - Must possess strong communication skills and good documentation/organizational skills - Ability to work effectively in a team environment as well as accomplish work assignments under minimal supervision and tight schedules - Excellent customer service skills - Experience with Microsoft Office suite such as Word, Excel, and Outlook a must - Applicant should have experience servicing customer needs in a fast-paced environment