Custodial Records Associate 2

U.S. Bank; Saint Paul (MN); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Short-term and long-term disability

Parental leave

401(k) and employer-funded retirement

Vacation and holidays

Adoption assistance

Sick leave accruals

Job summary

U.S. Bank seeks a detail‑oriented file and document clerk to maintain collateral files and mortgage loan documents for the Wealth Management & Investment Services line. You will input materials, verify quantities, and ensure accurate record keeping across multiple locations to meet tight SLAs.

Responsibilities include organizing files, locating records on demand, and processing loan documents for acquisitions or sales while upholding compliance and quality standards.

Qualifications

• High school diploma or equivalent.
• 1–2 years of related experience.
• Physical requirements: push/pull/lift 20 lbs+, stand long, bend or squat, climb ladders up to 10 ft.
• Good understanding of general office procedures.
• 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.

Responsibilities

• Maintain collateral files and mortgage loan documents for Wealth Management & Investment Services.
• Receive and prepare incoming materials for input into inventory; verify quantity and condition.
• Maintain orderly and accurate record of all files and related documents.
• Locate requested documents to meet deadlines and SLAs; perform file movements and re-files.
• Process loan documents for acquisitions or sales.

Skills

Clerical skills

Office procedures

Reading & writing

Communication skills

Information organization

Education

High school diploma or equivalent

Tools

PC basics

Office equipment

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

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. Researches 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.

Basic Qualifications

• 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

Location expectations

This role requires working from a U.S Bank Location five (5) days per week. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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

Review our full benefits available by employment status here.

EEO statement

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $24.09 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

We’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.