Document Review Associate 3 - Hybrid Accounts
U.S. Bank is dedicated to helping customers and businesses make better financial decisions. The Document Review Associate is responsible for performing routine clerical functions, researching issues, and ensuring client satisfaction and compliance with custodial agreements.
Responsibilities
- Responsible for researching various issues and reporting exceptions for Corporate Trust clients to ensure client satisfaction, quality control, and compliance with custodial agreements
- Reviews loan (or collateral) documents, handles file processing and works with external/internal clients and contacts to determine the source of any problems and correct errors
Skills
- High school diploma or equivalent
- One to three years of related experience
- Physical requirements (with or without reasonable accommodation): 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
- 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 Overview