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Insight Global in Saint Paul, MN seeks a detail-oriented records and loan documents assistant to support Wealth Management & Investment Services. You will maintain collateral files, receive materials for inventory input, and ensure orderly recordkeeping across locations.
The role involves labeling, organizing, moving paper files, and processing loan documents for acquisitions or sales, with adherence to SLAs. Compensation is up to $17/hr with day-one benefits.
-Great communication, attention to detail, and professionalism.
- Experience working on your feet
-Good record with Attendance
-Basic Math skills with addition and subtraction
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.
Compensation: up to $17/hr
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.