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Become A Document Analyst

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Working As A Document Analyst

  • Getting Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Analyzing Data or Information
  • Organizing, Planning, and Prioritizing Work
  • Deal with People

  • Mostly Sitting

  • $81,320

    Average Salary

What Does A Document Analyst Do At Caterpillar, Inc.

* Ensures that all documentation is present and complete inorder to meet the requirements for both the finance type and credit approval.
* Maintains information for pending reports to ensure timelyfunding of all transactions, communicating with the customer, Caterpillardealer or Credit Analyst to obtain information to complete document file.
* Submits transactions to the Documentation Manager for auditprior to funding.
* Orders lien searches for any transactions that fall outsideof PMSI due to delivery date or require a search due to credit policy orconditions and liaises with Collateral Services to obtain for the status oflien searches or precipitating subordination requests.
* Verifies adequate insurance coverage for each transactionprior to funding based on finance type and credit conditions.
* Final prices transactions within required parameters forfinance type, rate, etc. in order to ensure proper subsidy programs have beenutilized and equipment has been transferred to the obligor within theCaterpillar systems.
* Books and funds transactions within CFSC’s origination andleasing systems making corrections and final pricing the transactions whennecessary.
* Maintains information within CustomerExpress for theaccurate and timely dispatch of the various funding reports to notify treasury,the LKE tax department and the Caterpillar dealers of daily funding.
* Notifies Cat Insurance that funds are sent when customerpurchases Cat Insurance coverage.
* Calculates interim interest when applicable.
* Utilizes documentation to verify or update customerinformation in CustomerExpress, FinancExpress and InfoLease.
* Prepares and processes wire transfers when applicable.
* Processes direct debit payments within InfoLease whenapplicable.
* Implements calculations as applicable for each contract with variablerates.
* Provides documentation for subsidy and works with the Sales SupportRepresentatives to help resolve grief items.
* Communicates via telephone with each new financing customer to welcomecustomers to Caterpillar Financial thanking them for their business andconfirming contact information.
* Communicates with dealers, territory managers and internal CFSCdepartments to ensure that any missing or inaccurate items within thedocumentation package are resolved efficiently.
* Communicates with dealers to provide any additionalreporting that will be useful for the dealership.
* Reports may include dealer snapshot reportsor additional information on pending transactions or daily funding.
* Participates in communication with customers within theparameters of the Welcome Calls initiative.
* Trains dealer personnel on FinancExpress, SignaturExpressand document requirements, when applicable.
* May perform CFCA accountbalancing and reconciliation for the TSYS transactions.
* May initiate credit anddebit transactions to dealer, subsidiary and customer accounts.
* May resolve systems errorswith transactions and dealer funding.
* May add, waive or reverselate charges, finance charges, document fees, small balances and transactionfees.
* May create billing,subsidiary accounts and invoices.
* May work with dealers,customers, Treasury, Accounting, Global Business Technology and other NABCdepartments on a daily basis.
* Assists in the training of lower-level employees, includingreviewing and booking of deals, when needed.
* Assists in developing training materials.
* Recommends updates to website and ensure updates areimplemented.
* Develops presentations for dealers and other internaldepartments, as needed.
* Participates in accomplishment of continuous improvementobjectives for the department.
* Progresstoward accomplishment of these is measured through maintenance of necessary measurementsand analysis of associated data.
* Participates in the identification of problem areas and development ofresolutions to address them.
* Understands the Harassment policy of the company and isresponsible for its application in all aspects of employment.
* Qualifications

What Does A Document Analyst Do At Goldman Sachs & Co.

* Draft and revise amendments to various agreements (ISDA, CSA, ACA, CDEA)
* Update Templates and upload documents to SharePoint
* Create reports based on various criteria
* Handle outside counsel billing and setting up budgets
* Assisting negotiators with finalizing agreements (i.e. preparing boilerplates and execution copies)
* Facilitating meeting setup (booking conference rooms, arranging weekly team calls)
* Overseeing the assignment workflow and allocation of documentation requests to the team
* Preparing the annual Power of Attorney and Secretary Certificates for the various GS entities
* Collaborate with the team on various ad hoc projects

What Does A Document Analyst Do At Caci International

* Performs detailed review and analysis of case materials in a broad range of subject matters
* Files, retrieves, prints, and copies case file materials
* Creates witness binders
* Prepares deposition and trial exhibits
* Performs data entry
* Performs relevancy and document reviews
* Indexes, tracks, and controls document discovery, exhibits, and other materials at depositions

What Does A Document Analyst Do At Texas Health Resources

* Reviews, researches, resolves and trends billing and coding edits.
* Audits and confirms the coding of diagnoses and procedures relevant to the resolve the billing/coding edits

What Does A Document Analyst Do At Fulcrum

* Provide document analyst support services to the NHTSA.
* Assist NHTSA officials in the preparation of documents and the entry of data associated with NHTSA tests, data analysis and correspondence.
* Leverage good organizational skills, superior spelling, grammar, and editing; and good verbal/written communication skills as needed in order to fulfil agency assignments and goals.
* Other duties may be assigned, as necessary

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How To Become A Document Analyst

Most management analysts have at least a bachelor’s degree. The Certified Management Consultant (CMC) designation may improve job prospects.


A bachelor’s degree is the typical entry-level requirement for management analysts. However, some employers prefer to hire candidates who have a master’s degree in business administration (MBA).

Few colleges and universities offer formal programs in management consulting. However, many fields of study provide a suitable education because of the range of areas that management analysts address. Common fields of study include business, management, economics, political science and government, accounting, finance, marketing, psychology, computer and information science, and English.

Analysts also routinely attend conferences to stay up to date on current developments in their field.

Licenses, Certifications, and Registrations

The Institute of Management Consultants USA (IMC USA) offers the Certified Management Consultant (CMC) designation to those who meet minimum levels of education and experience, submit client reviews, and pass an interview and exam covering the IMC USA’s code of ethics. Management consultants with a CMC designation must be recertified every 3 years. Management analysts are not required to get certification, but it may give jobseekers a competitive advantage.

Work Experience in a Related Occupation

Many analysts enter the occupation with several years of work experience. Organizations that specialize in certain fields typically try to hire candidates who have experience in those areas. Typical work backgrounds include experience in management, human resources, and information technology. 


As consultants gain experience, they often take on more responsibility. At the senior level, consultants may supervise teams working on more complex projects and become more involved in seeking out new business. Those with exceptional skills may eventually become partners in their consulting organization and focus on attracting new clients and bringing in revenue. Senior consultants who leave their consulting company often move to senior management positions at nonconsulting organizations.

Important Qualities

Analytical skills. Management analysts must be able to interpret a wide range of information and use their findings to make proposals.

Communication skills. Management analysts must be able to communicate clearly and precisely in both writing and speaking. Successful analysts also need good listening skills to understand the organization’s problems and propose appropriate solutions.

Interpersonal skills. Management analysts must work with managers and other employees of the organizations where they provide consulting services. They should work as a team toward achieving the organization’s goals. 

Problem-solving skills. Management analysts must be able to think creatively to solve clients’ problems. Although some aspects of different clients’ problems may be similar, each situation is likely to present unique challenges for the analyst to solve.

Time-management skills. Management analysts often work under tight deadlines and must use their time efficiently to complete projects on time.

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Document Analyst jobs

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Document Analyst Career Paths

Document Analyst
Document Specialist Technical Writer Program Manager
Chief Information Officer
11 Yearsyrs
Office Manager Human Resources Coordinator
Director Of Human Resources
10 Yearsyrs
Business Analyst Information Technology Consultant Information Technology Manager
Director Of Information
10 Yearsyrs
Loan Processor Office Manager Human Resources Coordinator
Human Resources Lead
8 Yearsyrs
Data Analyst Finance Analyst Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Credit Analyst Sales Consultant Training Manager
Manager, Learning & Development
10 Yearsyrs
Technical Writer Project Manager Program Manager
Operations Director
9 Yearsyrs
Document Specialist Project Manager Construction Manager
Operations Manager
7 Yearsyrs
Senior Analyst Senior Manager Director Of Information
Senior Director Of Information & Technology
13 Yearsyrs
Office Manager Human Resources Assistant Human Resources Generalist
Senior Human Resources Generalist
7 Yearsyrs
Data Analyst Project Coordinator Human Resources Coordinator
Senior Human Resources Manager
9 Yearsyrs
Technical Specialist Network Administrator Information Systems Manager
Senior Manager-Systems
12 Yearsyrs
Analyst Business Analyst Product Manager
Senior Product Manager
9 Yearsyrs
Technical Writer Business Analyst Project Manager
Senior Project Manager
12 Yearsyrs
Project Manager Senior Project Manager
Senior Technical Program Manager
12 Yearsyrs
Senior Analyst Project Leader Service Manager
Service Operations Manager
8 Yearsyrs
Analyst Finance Analyst Assistant Vice President
Vice President And Manager
10 Yearsyrs
Project Manager Information Technology Project Manager Director Of Information
Vice President Of Information Technology
12 Yearsyrs
Loan Processor Loan Officer Assistant Vice President
Vice President Operation Manager
9 Yearsyrs
Business Analyst Program Manager Business Developer
Vice President, Business Development
13 Yearsyrs
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Document Analyst Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Italian

  • Mandarin

  • Chinese

  • Arabic

  • Hindi

  • Carrier

  • Tagalog

  • Portuguese

  • Japanese

  • German

  • Vietnamese

  • Hmong

  • Khmer

  • Dari

  • Russian

  • Nepali

  • Filipino

  • Czech

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Document Analyst

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Document Analyst Education

Document Analyst

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Real Document Analyst Salaries

Job Title Company Location Start Date Salary
SR. Electronic Document Interchange (EDI) Analyst BRG Sports, Inc. Irving, TX Sep 05, 2016 $116,000 -
Clinical Documentation Improvement Analyst University Hospitals of Cleveland Cleveland, OH Sep 28, 2009 $75,000
Documentation Analyst Vedicsoft Solutions, Inc. Monterey Park, CA Sep 16, 2012 $72,238
Physician Systems Documentation Lead Analyst Adventist Health System Sunbelt Altamonte Springs, FL Feb 07, 2014 $72,000
Legal Compliance & Document Analyst Kalven Technologies Inc. Schaumburg, IL Sep 16, 2016 $51,000
Legal Compliance & Document Analyst Kalven Technologies Inc. Schaumburg, IL Sep 11, 2015 $49,254
Documentation Services Analyst Nxstage Medical, Inc. Lawrence, MA Aug 26, 2013 $48,000
Business and Documentation Analyst Jpmorgan Chase & Co. Tampa, FL May 23, 2011 $47,380
Import Documentation Analyst, Asia & FAR East Mediterranean Shipping Company (USA), Inc. Norfolk, VA Sep 24, 2014 $46,900
Export Documentation Analyst Mediterranean Shipping Company (USA), Inc. New York, NY Sep 04, 2013 $45,601
Documentation Analyst Prospect 33 LLC New York, NY Oct 01, 2012 $44,054 -
Export Documentation Analyst Mediterranean Shipping Company (USA), Inc. Miami, FL Dec 12, 2013 $43,097
Documentation Analyst Swift Beef Company Greeley, CO Oct 01, 2012 $40,000 -
Import Documentation Analyst, Asia & FAR East Mediterranean Shipping Company (USA), Inc. Norfolk, VA Jul 12, 2013 $38,000

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Top Skills for A Document Analyst


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Top Document Analyst Skills

  1. Procedures
  2. Data Entry
  3. Ensure Compliance
You can check out examples of real life uses of top skills on resumes here:
  • Developed new procedures and operational controls to protect loan documentation and customer information.
  • Performed data entry for tracking indexed documents.
  • Processed and reviewed all commercial and commercial real estate documentation to ensure compliance with bank policies.
  • Receive, process and send loan documents from lawyers to the corresponding custodians or secure it their respective collateral.
  • Scanned and proofread documents for errors and applied corrections; prepped of legal documents for court presentations and proceedings.

Top Document Analyst Employers

Document Analyst Videos

Handwriting Analysis Evidence: Document Examination" 1969 FBI Training Film 12min"

The Briefcase Technique 2.0, with Ramit Sethi

Introduction to Forensic Document Examination