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    Front Office Bank Associate - Saint Paul, United States - Insight Global

    Insight Global
    Insight Global Saint Paul, United States

    2 weeks ago

    Insight Global background
    Description

    Job Description

    Job Description

    Day to day:

    The Document Review Associate will be joining a team of 9 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 ideal candidate has experience working with Excel, great communication, and work ethic.

    Responsibilities:

    -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

    Must haves:

    -High school diploma or equivalent with Confident, Go Getter Attitude and Drive - One to three years of related experience in an office setting (longevity)

    -Can lift 30-40Ibs

    -Excel (tech savvy, used in previous roles)

    -Team player and can ask questions

    Plusses:

    -Bachelors or Associates

    -Finance experience

    -Mortgage Background

    -Document Review Specialist

    • Analyst or Review experience
    • Post-closing experience

    -Excel- V-look ups and Pivot Tables

    -Customer Service Experience

    Compensation:

    $17/hr

    Exact compensation may vary based on several factors, including skills, experience, and education.

    Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

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