Account Associate
About The Position
The Account Associate supports the Corporate Trust Document Custody Front Office Team, serving large financial institutions and lenders. The role combines client service, account coordination, operational support, and problem-solving. The associate works with Relationship Managers, clients, loan servicers, and internal operational teams to help ensure mortgage and loan documentation is managed accurately and efficiently and that client transactions progress. Communication is primarily by email (approximately 95%), with occasional phone conversations and meetings. The position is based in Minneapolis, Minnesota, and is hybrid after two to three months based on performance and attendance.
Requirements
- Strong written and verbal communication skills.
- Excellent organizational and time-management abilities.
- Ability to manage multiple priorities in a fast-paced environment.
- Exceptional attention to detail and accuracy.
- Strong customer service and relationship-building skills.
- Ability to learn new systems and processes quickly.
- Intermediate proficiency in Microsoft Excel and Microsoft Word.
- Communicate professionally and effectively.
- Demonstrate initiative and ownership of work.
- Adapt to changing priorities and business needs.
- Build strong working relationships.
- Demonstrate a desire to learn and grow professionally.
Responsibilities
- Respond to client inquiries and requests.
- Research loan and collateral information.
- Provide reports, updates, and status information to clients.
- Deliver timely and accurate client support.
- Partner with internal teams to ensure transactions move efficiently.
- Coordinate activities related to funding, purchases, sales, pooling, and securitizations.
- Support issue resolution across multiple departments.
- Investigate and resolve documentation and processing issues.
- Work with internal and external partners to identify solutions.
- Proactively address issues before they affect clients.
Benefits
- Medical insurance, if eligible.
- Dental insurance, if eligible.
- Vision insurance, if eligible.
- Critical Illness, Accident, and Hospital coverage, if eligible.
- 401(k) retirement plan with pre-tax and Roth post-tax contributions, if eligible.
- Voluntary life and AD&D insurance for employees and dependents, if eligible.
- Short- and long-term disability coverage, if eligible.
- Health Spending Account (HSA), if eligible.
- Transportation benefits, if eligible.
- Employee Assistance Program, if eligible.
- Time off/leave, including PTO, vacation, or sick leave, if eligible.
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
