Document Review Specialist
1 week ago
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.
- 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.
- Ability to work under time constraints while maintaining accuracy.
- 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.
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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