Document Control & Review Specialist

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

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