Document Control Front Office

Insight Global; Waterloo (IA); On-site; USD 21,000 - 26,000; Full time

Job summary

Insight Global in Waterloo, IA is seeking a Document Review Associate to perform document reviews according to standard procedures for Corporate Trust clients, ensuring client satisfaction, quality control, and compliance with custodial agreements. You will review loan documents, handle file processing, and coordinate with internal contacts to resolve issues.

The role includes nearly two weeks of training and a daily target of 150–160 documents, with emphasis on Excel proficiency and strong work

Qualifications

• Experience with Excel and data handling.
• Strong communication and attention to detail required.
• Good work ethic and professionalism.

Responsibilities

• Review documents according to standard procedures for Corporate Trust clients.
• Research issues and report exceptions to ensure quality and compliance.
• Process files, compare information to checklists, and correct errors.
• Contribute to cross-training and meet daily review targets.

Skills

Communication

Attention to detail

Professionalism

Teamwork

Tools

Excel

Job description

• -Great communication, attention to detail, and professionalism.
• -Good record with Attendance

Job Description:

The Document Review Associate performs Document Review according to standard procedures or instructions. Responsible for researching various issues and reporting exceptions for Corporate Trust clients to ensure client satisfaction, quality control, and compliance with custodial agreements. Reviews loan (or collateral) documents, handles file processing, and works with internal contacts to determine the source of any problems and correct errors. This includes but is not limited to reinstatements, mail intake, and trailing documents involving comparing information on documents to a checklist. This person will receive almost 2 weeks of training to eventually review 150-160 documents a day. There will be project based work across the site where cross training will be necessary. The ideal candidate has experience working with Excel, great communication, and work ethic. This role is paying 17/hr.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail]. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.