Custodial Records Associate 3

U.S. Bank; Saint Paul (MN); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a meticulous Records & File Clerk to maintain collateral files and mortgage documents for Wealth Management & Investment Services.

You will process incoming materials, verify inventory, and ensure accurate filing in Terminal Digit order to meet SLAs. The role requires an associate degree or vocational training, 3+ years of related experience, and physical ability to lift 20 lbs, stand long hours, and climb ladders.

Qualifications

• Associate's degree or vocational training or equivalent work experience.
• Three or more years of related experience.
• Ability to push, pull, and/or lift 20 lbs or more; standing for long periods; bend or squat; climb ladders up to 10 feet high.
• Familiarity with filing, inventory, and document control processes.

Responsibilities

• Maintains collateral files and mortgage loan documents for Wealth Management & Investment Services.
• Receives and prepares incoming materials for input into inventory and verifies quantity and condition.
• Maintains orderly and accurate record of all files in Terminal Digit order.
• Locates requested documents to meet deadlines and accommodates SLAs.
• Performs manual movement of file folders while maintaining organization.
• Maintains inventories and resolves discrepancies in a timely manner.
• Researches file or document activity as needed.
• Creates labels for files and attaches labels to files.
• Re-files documents promptly, including inserting loose documents into their files.
• Processes loan documents coming in or out for acquisitions or sales.

Skills

Office procedures

Clerical skills

Reading/writing

Verbal communication

Information organization

Education

Associate degree or equivalent

Tools

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

• Associate's degree or vocational training, or equivalent work experience
• Three or more 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

• Broad 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

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.

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: $21.25 - $28.32 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.

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.

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.

Posting may be closed earlier due to high volume of applicants.