The Document Review Associate performs routine and/or repetitive clerical functions according to standard procedures or instructions. Responsible for researching various issues and reporting exceptions for Corporate Trust clients to ensure client satisfaction, quality control, and compliance with custodial agreements. Reviews loan (or collateral) documents, handles file processing, and works with external/internal clients and contacts to determine the source of any problems and correct errors.
Responsibilities:
-Basic knowledge of general office procedures and clerical skills
- Basic reading, writing, and mathematical skills
- Ability to collect, organize, and prioritize information
- Well-developed customer service skills
- Basic verbal and written communication skills
- Ability to complete repetitive tasks daily and meet production goals, including deadlines
- Strong attention to detail and time management skills, specifically with collecting, organizing, and sorting letters and numbers
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.