Back Office Document Control

Insight Global; Jacksonville (FL); On-site; USD 19,000 - 28,000; Full time

Job summary

Insight Global in Jacksonville, FL is seeking an entry‑level records/filing associate to support the Wealth Management & Investment Services team. You will maintain collateral files, receive and prepare materials, and ensure accurate, timely handling of documents across multiple locations.

Candidates should have 1–2 years of related experience, be able to meet physical requirements (pushing/pulling/lifting 20 lbs+, standing, bending), and be comfortable with inventory logistics.

Qualifications

• One to two years of related experience
• Physical requirements: ability to push, pull, and/or lift 20 lbs or more; standing for periods; able to bend or squat.
• Plusses: Warehouse, postal office, retail — roles that involve standing and on feet all day

Responsibilities

• Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line.
• Receives and prepares incoming materials, verifies quantity and condition, and inputs into inventory.
• Maintains orderly records, locates documents to meet deadlines, and handles document movement and filing per SLAs.
• Processes loan documents that are coming in or out for an acquisition or sale.

Job description

- 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 periods; able to bend or squat.

Plusses:

• Warehouse, postal office, retail -- roles that involve standing and on feet all day

Day to day:

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.

This role is paying up to $17

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 1st 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.