Document Review Specialist

1 week ago


Buffalo, New York, United States Mindlance Full time
Job Summary

We are seeking a highly detail-oriented Document Custodian Reviewer to join our team at Mindlance. As a Document Custodian Reviewer, you will be responsible for completing entry-level reviews of documents from Institutional clients and reporting on identified exceptions.

Key Responsibilities
  • Complete basic data matching of documents based on agency guidelines or custodial agreements for non-agency documents for Institutional clients.
  • Match the data on the Document Custody tracking system to original documents.
  • Determine if a document is an original or copy and update the tracking system accordingly.
  • Follow basic review criteria according to established procedures.
  • Update the tracking system with exceptions found or addressed as documents are reviewed.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite.
  • Identify risk-related issues needing escalation to management.
  • Promote an environment that supports diversity and reflects the Mindlance brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Requirements
  • Associates degree, or in lieu of a degree, a combined minimum of 2 years higher education and/or work experience.
  • Proficiency with personal computers as well as email software.
  • Demonstrated written and verbal communication skills.
  • Good alpha/numeric skills.
  • Demonstrated organizational skills.
  • Detail-oriented.
Preferred Qualifications
  • Ability to work under time constraints while maintaining accuracy.
Physical Requirements
  • Able to lift pounds.
  • Able to climb on a ladder and/or stool and bend for filing.
  • Able to stand for long periods of time.
EEO Statement

Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.



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