Front Office Document Review Clerk

Job Description

Job Description

REQUIRED SKILLS AND EXPERIENCE

• High school diploma or equivalent with Confident, Go Getter Attitude and Drive!
• One to three years of related experience in an office setting (longevity)
• Excel (tech savvy, used in previous roles)
• Team player and can ask questions!
• Effective verbal and written communication skills - Ability to collect and organize information.
• Strong attention to detail, and professionalism.

NICE TO HAVE SKILLS AND EXPERIENCE

Day-To-Day

The Document Review Associate will be joining a team of 12 to perform Document Review according to standard procedures or instructions. This person will be responsible for certifying and processing various documents by cross referencing checklists for specific accounts. This work will be repetitive in nature and requires a strong attention to detail to ensure client satisfaction , quality control, and compliance with custodial agreements. This involves reviewing loans (or collateral) documents, handling file processing, and working with internal clients and contacts to determine the source of any problems and correct errors. This person will receive side by side training with the team lead to eventually review 30 files a day which can vary between 10-15 minutes a file.  There will be project based work across the site where cross training will be necessary.  The Private team must research checklists that are specific to every client which requires a strong attention to detail with the ability adapt quickly. The ideal candidate has experience working with Excel, great communication, and work ethic