Document Custody Associate Doc Ex 2

U.S. Bank; Saint Paul (MN); On-site; USD 3,331,000 - 4,437,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation and holidays

Sick leave

Disability insurance

Parental leave

Job summary

U.S. Bank is seeking a detail-oriented Document Custody Associate to review loan documents, manage data processing, and prepare certification reports.

You will coordinate with internal and external parties to resolve issues, ensure accuracy, and maintain compliance with custodial agreements. The role focuses on delivering high-quality client service, supporting quality management initiatives, and producing timely reports with limited supervision.

Qualifications

• Typically has an associate’s degree or three or more years of related experience.
• Proven administrative and customer service skills are required.

Responsibilities

• Review loan documents and handle data processing with accuracy.
• Communicate with clients to resolve issues and provide reporting.
• Support quality management reporting and certification of document files.
• Manage multiple priorities with attention to detail and timeliness.

Skills

Reading/writing

Attention to detail

Multitasking

Administrative skills

Data interpretation

Customer service

Deadline-driven

Time management

Education

Associate's degree

3+ years related experience

Tools

Microsoft Office

emBTRUST

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

The Document Custody Associate reviews loan (or collateral) documents and/or handles processing of data. Works with external/internal parties to provide reporting, communicate deficiencies, clear exceptions, and executes affidavits and certification documents. Responsible for researching various issues to ensure client satisfaction, quality control, and compliance with custodial agreements. Considered a SME in handling certifications, reporting, and reviewing complex collateral documents per custodial agreements. Works with limited supervision of management to provide accurate reporting, certification of document files and achieve departmental goals. Diligently executes frequent communication with clients regarding account issues. Communicates with customers and resolves complex issues. Assists in production of reports to be included in Quality Management Program and Management Production Report. Incumbent must be able to manage multiple priorities simultaneously and be high detail oriented with superior client service skills. Works on some complex projects and may assist with reviewing, directing, and ensuring proper work and output of others. Work is performed with little direction and may involve some discretion and decision‑making capabilities

Basic Qualifications

• Typically has an associate’s degree or three or more years of related experience

Preferred Skills/Experience

• Well-developed reading, writing, and mathematical skills
• Acute attention to detail
• Ability to manage multiple tasks
• Demonstrated administrative skills
• Ability to identify and resolve exceptions and to interpret data
• Well-developed customer service skills including proficient written and verbal communication skills
• Capacity to complete repetitive tasks daily and meet production goals, including deadlines
• Strong attention to detail and time management skills, specifically with collecting, organizing, and sorting letters and numbers
• Microsoft Office suite applications are required; emBTRUST software experience is a plus
• Ability to push, pull, and/or lift 20-30lbs, and sit and/or stand for long periods
• Able to bend or squat, and willingness to climb step ladders up to 10 feet high

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:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That’s why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• 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.

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: $24.18 - $32.21

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.

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