Document Review Assoc 4-2

U.S. BankJacksonville, FL
Onsite

About The Position

The Document Review Associate performs routine and/or repetitive clerical functions according to standard procedures or instructions. This role is responsible for researching various issues and reporting exceptions to ensure quality control, compliance with custodial agreements, and a high level of customer satisfaction. The associate reviews loan (or collateral) documents—often complex in nature and requiring additional research to accurately address inquiries—handles file processing and works with external and internal clients and contacts to determine the source of problems and correct errors. The role also includes providing a high level of customer service, both written and verbal, through email and phone interactions.

Requirements

  • Associate's degree, or equivalent work experience
  • Three or more years of related experience
  • Ability to push, pull, and/or lift 20-30lbs
  • Ability to sit and/or stand for long periods
  • Ability to bend or squat
  • Willingness to climb step ladders up to 10 feet high
  • Thorough 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
  • Effective 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
  • Demonstrated leadership qualities, including the ability to take initiative, support team objectives, and contribute to a positive and collaborative work environment
  • Demonstrated ability to deliver a strong client experience by building effective relationships, responding to client needs with a sense of urgency, and representing the organization with professionalism and integrity

Responsibilities

  • Performs routine and/or repetitive clerical functions according to standard procedures or instructions.
  • Researches various issues and reporting exceptions to ensure quality control, compliance with custodial agreements, and a high level of customer satisfaction.
  • Reviews loan (or collateral) documents, often complex in nature and requiring additional research to accurately address inquiries.
  • Handles file processing.
  • Works with external and internal clients and contacts to determine the source of problems and correct errors.
  • Provides a high level of customer service, both written and verbal, through email and phone interactions.

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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