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Document Control - Back Office

Insight Global

Posted on: 28 Mar 2024

Job Location: Waterloo, US

Job Description:

Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line. Receives and prepares incoming materials for input into inventory, including receiving and shipping files/packages between various locations and verifying the quantity and condition of materials. Maintains orderly and accurate record of all files and related documents in Terminal Digit order. Locates requested documents and files to meet a deadline and accommodates rushed and established Service Level Agreements (SLAs). Performs manual movement of file folders of varying volumes while maintaining organization. Maintains and completes inventories as needed, resolving discrepancies in a timely manner. Research file or document activity as needed. Makes new labels for files and attaches to files or matches new file folders with labels to files. Re-files all documents in a timely manner, including inserting loose documents into corresponding files already shelved. Processes loan documents that are coming in or out for an acquisition or sale. To conduct the filing you will be climbing ladders and moving throughout the vault and will be expected to file 80 documents an hour.

Responsibilities:
- Good understanding of general office procedures and clerical skills
-Basic reading, writing, and mathematical skills
-Basic knowledge of personal computers and other office equipment
-Effective verbal and written communication skills
-Ability to collect and organize information.

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 [email protected] .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .

Required Skills & Experience
- High school diploma or equivalent
- Great communication, attention to detail, and professionalism.
-Experience working on your feet
-Physical requirements (with or without reasonable accommodation): Ability to push, pull, and/or lift 20-40 lbs; standing for long periods; able to bend or squat.
- Comfortable climbing a ladder and entering close spaces (can't be afraid of heights or Closter phobic)
- Good record with Attendance
- Basic Math skills with addition and subtraction

Nice to Have Skills & Experience
-Retail or Food industry works for being on feet
- Customer service experience

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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