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Document Preparer Jobs in Wisconsin (NOW HIRING)

Prepares the documents for scanning by placing the documents and ID sheets in the correct order and resolving the correct scan path. * Responsible for meeting all established service level agreements.

Seasonal Tax Preparer

Madison, WI ยท On-site

$15 - $19.25/hr

Follow firm procedures for documentation, workpaper preparation, and client confidentiality. * Meet established production goals and tax-season deadlines. * Communicate professionally with managers ...

Seasonal Tax Preparer

Madison, WI ยท On-site

$15 - $19.25/hr

Follow firm procedures for documentation, workpaper preparation, and client confidentiality. * Meet established production goals and tax-season deadlines. * Communicate professionally with managers ...

Seasonal Tax Preparer

Madison, WI ยท On-site

$15 - $19.25/hr

Follow firm procedures for documentation, workpaper preparation, and client confidentiality.Meet established production goals and tax-season deadlines.Communicate professionally with managers ...

Document Reviewer

Milwaukee, WI ยท On-site

$28/hr

Conduct quality control checks as needed * Assist with privilege log and redaction log preparation ... Electronic document review experience preferred (Nebula, Relativity, responsiveness ...

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Document Preparer information

See Wisconsin salary details

$9

$14

$18

How much do document preparer jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for document preparer in Wisconsin is $14.26, according to ZipRecruiter salary data. Most workers in this role earn between $11.63 and $16.01 per hour, depending on experience, location, and employer.

What is a document preparer?

A Document Preparer is responsible for organizing, formatting, and reviewing documents for accuracy and completeness before they are processed or distributed. They may scan, edit, and assemble paperwork for legal, financial, or administrative purposes. Their role often includes ensuring documents meet specific guidelines, handling sensitive information, and maintaining records. Attention to detail and proficiency with document management tools are essential for this role.

What are the typical daily responsibilities of a document preparer?

As a Document Preparer, your day-to-day tasks often include reviewing forms or records for completeness, preparing a variety of legal or business documents, organizing files, and ensuring all paperwork is formatted and filed correctly. You may be responsible for inputting data, making copies, or scanning documents, as well as communicating with clients or team members to verify information. Attention to deadlines is crucial, as timely document preparation supports smooth workflows for your organization. This role frequently involves working independently, but you may also collaborate with administrative staff, legal teams, or customer service departments depending on your employer's industry. As you gain experience, there may be opportunities to take on more complex assignments or supervisory responsibilities.

What are the key skills and qualifications needed to thrive in the document preparer position, and why are they important?

To thrive as a Document Preparer, you need strong attention to detail, excellent organizational skills, and a solid command of language and formatting, typically supported by a high school diploma or equivalent. Familiarity with document management systems, word processing software like Microsoft Word, and sometimes electronic filing tools is common. Strong time management, communication, and the ability to handle confidential information set exceptional candidates apart. These skills are essential to ensure accuracy, efficiency, and the integrity of documents within fast-paced office environments.

How do you become a document preparer?

To become a document preparer, typically you need a high school diploma or equivalent and strong attention to detail. Some positions may require knowledge of tax laws or specific software, and on-the-job training is often provided. Certification is not usually required but can enhance job prospects.

How to become a legal document preparer in Arizona?

To become a legal document preparer in Arizona, you must register with the Arizona Supreme Court, complete a training program approved by the court, and pay a registration fee. No formal legal education is required, but knowledge of legal procedures and document preparation is essential.
Infographic showing various Document Preparer job openings in Wisconsin as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $29,668 per year, or $14.3 per hour.

Consumer Document Preparation Coordinator

landmarkcu

Brookfield, WI โ€ข On-site

Full-time

Re-posted yesterday


Job description

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our membersโ€™ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where youโ€™ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.

NATURE AND SCOPE
This position reports to the Manager, Consumer Document Preparation. The Document Preparation Coordinator is responsible for the high-level review of applications to determine the borrowers, co-borrowers, guarantors, and owners of collateral that are included on the loan. They are also responsible for analyzing the applications to determine what applicable documentation is required for each product, working with other associates as needed to resolve any errors, completing any additional documents needed outside of the loan origination system, updating the DealerTrack log (if applicable) as well as issuing Guaranteed Asset Protection (GAP) and Mechanical Breakdown Protection, if needed.

REQUIREMENTS
1. High school diploma or equivalent and a minimum of one year of lending or financial experience, or one year of experience with Landmark.
2. Proficient in Microsoft Office programs, basic typing skills.
3. Proven ability to consistently complete duties within established time frames in a high-volume environment.
4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
5. Demonstrated success in independent research and issue resolution with the ability to escalate when needed.
6. Must have experience or be able to gain proficiency in all programs and systems used for this job.
7. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
8. Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and job-related state and federal laws and regulations.

PRINCIPAL ACCOUNTABILITIES
1. Reviews non-home equity loan types (auto, boats, RV, vehicles, power sports, signature loans, and deposits secured loans).
2. Works with Consumer Loan Processors, Personal Financial Officers (PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning.
3. Reviews applications for additional action or documentation that may be needed (GAP issued, mechanical breakdown, DMV documents and powersport registration applications).
4. Finalizes sale of GAP and mechanical breakdown protection and attaches the documents to the document set in loan application.
5. Updates DealerTrack log, if applicable.
6. Reviews documents for accuracy.
7. Prints any paper documents to branch for closing, if applicable.
8. Sends documentation prior to closing, either to branch or member based on member signature election.
9. Communicates with Branch PFO, Member Service PFO, and/or Consumer Loan Specialist regarding closing details.
10. Reprocesses the documents, if needed.
11. Delivers and monitors pending signatures for documents that have been sent for electronic signature.
12. Books electronically signed loans once all documentation is properly signed and distributes checks accordingly along with any payoff letters.
13. Performs other duties as assigned.

EEO/Veterans/Disabledย