Custodial Records Associate

5 days ago


Waterloo, Iowa, United States U.S. Bank Full time

Job Summary

We are seeking a highly organized and detail-oriented Custodial Records Associate to join our team at U.S. Bank. As a key member of our Wealth, Corporate, Commercial, and Institutional Banking business line, you will be responsible for maintaining collateral files and mortgage loan documents.

Key Responsibilities

  • Maintain accurate and up-to-date records of collateral files and mortgage loan documents
  • Receive and prepare incoming materials for input into inventory, including receiving and shipping files/packages between various locations
  • Verify the quantity and condition of materials and maintain orderly records
  • Locate requested documents and files to meet deadlines and accommodate Service Level Agreements (SLAs)
  • Perform manual movement of file folders of varying volumes while maintaining organization
  • Maintain and complete inventories as needed, resolving discrepancies in a timely manner
  • Research file or document activity as needed
  • Make new labels for files and attach to files or match new file folders with labels to files
  • Re-file all documents in a timely manner, including inserting loose documents into corresponding files already shelved
  • Process loan documents that are coming in or out for an acquisition or sale

Requirements

  • High school diploma or equivalent
  • One to two years of related experience
  • Physical requirements (with or without reasonable accommodation): Ability to push, pull, and/or lift 20 lbs or more; standing for long periods; able to bend or squat; willingness to climb stepladders up to 10 feet high

Preferred Skills/Experience

  • 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

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.



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