Document Custody Associate - Private Certifications Account Lead

U.S. Bank; Saint Paul (MN); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Document Custody Associate to join their team. This role involves reviewing loan documents, ensuring compliance, and providing exceptional client service. The ideal candidate will possess strong attention to detail, excellent communication skills, and the ability to manage multiple priorities. With a supportive work environment and flexible hours, this position offers a unique opportunity to thrive in a dynamic setting while contributing to the success of clients and the organization. Join a team that values your growth and potential from day one.

Benefits

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Sick and Safe Leave

Short-term and long-term disability

Parental leave

Adoption assistance

Flexible hours

Qualifications

• Ability to manage multiple tasks and meet production goals.
• Strong attention to detail and time management skills.

Responsibilities

• Review loan documents and process data for client satisfaction.
• Communicate with clients and resolve account issues.

Skills

Detail Orientation

Customer Service Skills

Administrative Skills

Mathematical Skills

Communication Skills

Education

Associate's Degree

3+ Years Related Experience

Tools

Microsoft Office Suite

emBTRUST Software

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. Responsible for reviewing complex and highly sensitive collateral documents per custodial agreements. Demonstrates seasoned level of expertise (preferably gained through corporate trust, mortgage and/or paralegal experience) in handling certifications. Interacts with management to provide accurate reporting and certification of document files and achieve departmental goals. Diligently executes frequent communication with clients regarding account issues. Communicates with customers and resolves moderately complex issues. May assist 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. 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 This postion is 100% on-site and hours are flexible with start times between 7:30-8:30am

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 (some may vary based on role, location or hours):

• 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

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.

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 theE-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 - $31.15

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.

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