About this role
About the Role Be part of Jump's Document Intelligence initiative, helping clients convert documents (statements, tax docs, and forms) into structured data to speed onboarding and servicing. You’ll extract fields, review changes, and push approved updates to CRMs and planning tools with an auditable, approval-driven workflow. What You'll Do
- Extract key information from client documents into structured data for downstream systems.
- Review changes and route updates through an approval step, preventing changes without confirmation.
- Standardize fields before syncing to keep records clean and usable across CRM and planning tools.
- Turn piles of documents into action-ready updates and accelerate onboarding and servicing.
- Handle client-agnostic processing when documents aren’t tied to a client record and associate them when ready.
- Ensure traceability and auditability for every sync and update. What We're Looking For
- Ability to pull details from common client docs (statements, tax docs, forms) into structured data.
- Comfort with review/approval workflows and pushing updates across connected tools without manual copy/paste.
- Attention to data quality, consistency, and cross-system syncing.