Document Processing Specialist

Job Description

Job Description

This is a remote position.

Company Overview

Oates Energy is a fast-growing provider of utility submetering and billing solutions for residential and commercial properties. We help property owners recover utility costs efficiently through innovative technology, accurate billing practices, and exceptional customer support. As we continue to expand, we are seeking a highly organized and dependable Document Processing Specialist to join our remote operations team.

Position Overview

The Document Processing Specialist is responsible for reviewing, processing, organizing, and maintaining business documents and records to support Oates Energy's customers and internal operations. This role helps ensure that documents are complete, accurate, properly organized, and processed according to established company procedures.

The ideal candidate is detail-oriented, organized, dependable, and comfortable working with digital documents, spreadsheets, databases, and web-based systems. Strong attention to detail, accuracy, and the ability to manage multiple document-processing tasks are essential.

Key Responsibilities

• Review incoming documents for completeness, accuracy, and required information
  
• Process and organize documents according to established company procedures
  
• Enter document and account information accurately into company systems
  
• Upload, label, categorize, and maintain digital documents and records
  
• Verify information across documents, customer records, and internal systems
  
• Identify missing, inconsistent, or incorrect information and route issues for resolution
  
• Update customer, property, account, and business records as authorized
  
• Maintain organized electronic files and document repositories
  
• Respond to routine document-related requests by email and other approved communication channels
  
• Assist internal teams with locating and retrieving required documents
  
• Prepare documents for review, processing, filing, or distribution
  
• Track document-processing requests and outstanding items
  
• Maintain accurate records of completed and pending processing activities
  
• Assist with data entry and routine administrative tasks related to document processing
  
• Coordinate with billing, operations, customer service, and other internal teams as needed
  
• Follow established document-management and quality-control procedures
  
• Protect confidential customer, financial, and company information
  
• Follow company privacy and data-handling procedures
  
• Meet established accuracy, productivity, and response-time expectations
  
• Assist with other document-processing, administrative, and operational responsibilities as assigned
  

Qualifications

• Previous experience in document processing, data entry, administration, customer service, records management, or a related field preferred
  
• Strong attention to detail and accuracy
  
• Excellent written and verbal communication skills
  
• Strong organizational and time-management abilities
  
• Comfortable working with digital documents, spreadsheets, email, and web-based applications
  
• Proficiency with Microsoft Office Suite preferred
  
• Ability to accurately enter and review information
  
• Ability to identify discrepancies and follow established procedures for resolution
  
• Ability to manage multiple tasks and meet established deadlines
  
• Strong organizational and file-management skills
  
• Ability to work independently in a remote environment
  
• Professional and dependable approach to work
  
• Ability to handle confidential information appropriately
  
• Reliable internet connection and appropriate workspace for remote work
  
• Experience with document-management systems, CRM platforms, databases, or business software is a plus
  
• Experience with billing, property management, customer accounts, or business records is a plus
  
• High school diploma or equivalent preferred
  

What We Offer

• Competitive salary and benefits package
  
• Fully remote work environment
  
• Growth opportunities within a rapidly expanding company
  
• Collaborative team culture focused on innovation and customer success
  
• Meaningful work supporting utility efficiency and cost recovery
  

Salary

$21.00–$29.00 per hour , depending on experience and qualifications.

Benefits

• 401(k)
  
• 401(k) matching
  
• Dental insurance
  
• Health insurance
  
• Life insurance
  
• Paid time off
  
• Vision insurance