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DDQ Digitization Specialist

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Job Description - DDQ Digitization Specialist

Position Overview

The DDQ Digitization Specialist will support Ontra’s AI-first due diligence questionnaire platform by providing Human-in-the-Loop oversight for live DDQ requests. This role is responsible for reviewing AI-generated digitization outputs to ensure that all document sections and questions are captured accurately, completely, and in the correct sequential order.

The ideal candidate is highly detail-oriented, comfortable reviewing structured documents, and capable of working within tight turnaround times while maintaining exceptional accuracy.

Key Responsibilities

Document Access and Queue Management

  • Log in to Ontra’s platform and navigate to the assigned review queue.
  • Locate assigned DDQ documents requiring review.
  • Monitor document status and proceed with the appropriate review step based on the workflow stage.

Section Review

  • Review each DDQ document page by page in full.
  • Cross-reference the source document against the extracted section list.
  • Confirm that all sections are captured accurately and appear in the same sequential order as the source document.
  • Add missing sections using the exact header text from the source document.
  • Correct any sections that are out of order by deleting and re-adding them in the proper position.
  • Preserve all alphanumeric prefixes and formatting references in section headers, such as “A.,” “1.,” or “Section B.”
  • Disambiguate duplicate section names when needed using clear labels.

Question Review

  • Review each DDQ section and verify that all questions have been accurately extracted.
  • Ensure question text matches the source document verbatim, including line breaks.
  • Add missing or incorrect questions by copying and pasting the exact text from the source document.
  • Move questions to the correct section when necessary.
  • Re-add questions above or below existing entries when placement within a section is important.
  • Use search functions to confirm that a question has not already been captured elsewhere before manually adding it.
  • Finalize the document once all sections and questions have been fully reviewed.

Quality Assurance

  • Ensure 100% of document sections are captured and listed in sequential order.
  • Ensure 100% of questions are captured accurately and assigned to the correct sections.
  • Review only the structure and question content of the DDQ.
  • Do not review, edit, or add answer content.
  • Maintain accuracy while meeting the target turnaround time of under one hour per live request.

Required Skills and Qualifications

  • Strong attention to detail and accuracy.
  • Experience reviewing structured documents, questionnaires, forms, or legal/business documents.
  • Ability to compare source documents against extracted data.
  • Strong reading comprehension and document navigation skills.
  • Comfortable working with SaaS platforms, admin tools, and document review workflows.
  • Ability to follow detailed SOPs and quality standards.
  • Strong copy/paste accuracy and ability to preserve exact wording and formatting.
  • Ability to work efficiently under time-sensitive SLAs.

Preferred Qualifications

  • Prior experience with due diligence questionnaires, investor diligence requests, fund documentation, or financial services documentation.
  • Experience with AI-assisted workflows or Human-in-the-Loop review processes.
  • Familiarity with document digitization, data validation, or quality control.
  • Background in back-office operations, document processing, legal operations, or financial services support.

Performance Expectations

  • Complete live DDQ review requests within the target turnaround time of less than one hour.
  • Maintain high accuracy in section and question capture.
  • Follow the SOP consistently for every assigned document.
  • Escalate unclear formatting, extraction issues, or workflow concerns when needed.
  • Ensure documents are finalized only when all sections and questions have been fully validated.

Success Metrics

  • 100% of sections captured.
  • 100% of sections listed in correct sequential order.
  • 100% of questions captured.
  • 100% of questions assigned to the correct section.
  • Question text copied verbatim from the source document.
  • No review, modification, or addition of answer content.
  • Live requests completed within the required SLA.
  • HMO with 1 free dependent upon hire
  • Life Insurance
  • 20 PTO credits annually
  • 10% Night Differential
  • Annual Performance-Based Merit Increases and Employee Recognition
  • Great Company Culture
  • Career Growth and Learning
  • A laptop will be provided by the company
  • Onsite, Night Shift
  • 30,000 - 34,500
Original job DDQ Digitization Specialist posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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