Document Custody Associate - Doc Ex

U.S. BankSaint Paul, MN
Onsite

About The Position

The Document Custody Associate reviews loan (or collateral) documents and/or handles processing of data. Works with external/internal parties to provide reporting, communicate deficiencies, clear exceptions, and executes affidavits and certification documents. Responsible for researching various issues to ensure client satisfaction, quality control, and compliance with custodial agreements. Responsible for reviewing complex and highly sensitive collateral documents per custodial agreements. Demonstrates seasoned level of expertise (preferably gained through corporate trust, mortgage and/or paralegal experience) in handling certifications. Interacts with management to provide accurate reporting and certification of document files and achieve departmental goals. Diligently executes frequent communication with clients regarding account issues. Communicates with customers and resolves moderately complex issues. Incumbent must be able to manage multiple priorities simultaneously and be high detail oriented with superior client service skills.

Requirements

  • Associate's degree or three or more years of related experience
  • Well-developed reading, writing, and mathematical skills
  • Acute attention to detail
  • Ability to manage multiple tasks
  • Demonstrated administrative skills
  • Ability to identify and resolve exceptions and to interpret data
  • Well-developed customer service skills including proficient written and verbal communication skills
  • Capacity 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
  • Microsoft Office suite applications are required
  • Ability to push, pull, and/or lift 20-30lbs
  • Ability to sit and/or stand for long periods
  • Able to bend or squat
  • Willingness to climb step ladders up to 10 feet high

Nice To Haves

  • Corporate trust, mortgage and/or paralegal experience
  • emBTRUST software experience

Responsibilities

  • Reviews loan (or collateral) documents and/or handles processing of data.
  • Works with external/internal parties to provide reporting, communicate deficiencies, clear exceptions, and executes affidavits and certification documents.
  • Researches various issues to ensure client satisfaction, quality control, and compliance with custodial agreements.
  • Reviews complex and highly sensitive collateral documents per custodial agreements.
  • Handles certifications with a seasoned level of expertise.
  • Interacts with management to provide accurate reporting and certification of document files and achieve departmental goals.
  • Executes frequent communication with clients regarding account issues.
  • Communicates with customers and resolves moderately complex issues.
  • Manages multiple priorities simultaneously.
  • Maintains high detail orientation with superior client service skills.

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

Associate degree

Number of Employees

5,001-10,000 employees

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