The Document Review Associate performs routine and/or repetitive clerical functions according to standard procedures or instructions. 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.

Qualifications

Basic Qualifications

• Associates degree, or equivalent work experience
• Three or more 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

Preferred Skills/Experience

• Thorough 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
• Effective 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