Document Review Associate 3 - Agency Certifications Team jobs in United States
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U.S. Bank · 22 hours ago

Document Review Associate 3 - Agency Certifications Team

U.S. Bank is committed to helping customers and businesses make better financial decisions. The Document Review Associate is responsible for performing clerical functions, reviewing loan documents, and ensuring compliance with custodial agreements to maintain client satisfaction.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Research various issues and report exceptions for Corporate Trust clients to ensure client satisfaction, quality control, and compliance with custodial agreements
Review loan (or collateral) documents, handle file processing and work with external/internal clients and contacts to determine the source of any problems and correct errors
Check promissory notes against agency standards (Fannie Mae, Freddie Mac, Ginnie Mae) and EMB Trust database, note exceptions, and assist with admin tasks and cross-team projects

Qualification

Customer service skillsAttention to detailMicrosoft Office proficiencyClerical skillsMathematical skillsTime managementOrganizational skillsVerbal communicationWritten communication

Required

High school diploma or equivalent
One to three years of related experience
Ability to push, pull, and/or lift 20-30lbs
Sit and/or stand for long periods
Able to bend or squat
Willingness to climb step ladders up to 10 feet high

Preferred

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

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

Company

U.S. Bank

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At U.S.

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
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Company data provided by crunchbase