Location: Waterloo,IA, USA
The Document Review Associate performs Document Review according to standard procedures or instructions. This person will be joining the Private team and will be responsible for researching various issues and reporting exceptions for Corporate Trust clients 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. The Private team must research checklists that are specific to every client which requires a strong attention to detail with the ability adapt quickly. Additionally, this person must have the ability to be flexible and assist other teams, as needed. This may include but is not limited to filing/vault work, release document verification, prepping files and other duties as assigned. The ideal candidate has experience working with Excel, great communication, and work ethic. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal. com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .
-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-High school diploma or equivalent - One to three years of office experience (longevity)-Excel (tech savvy, used in previous roles) - Effective verbal and written communication skills - Ability to collect and organize information. -Strong attention to detail, and professionalism.