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.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
5,001-10,000 employees