Document Review Specialist – Excel & Compliance

Insight Global; Waterloo (IA); On-site; USD 42,000 - 52,000; Full time

Job summary

Insight Global in Waterloo, IA is hiring a Document Review Associate. You will perform document reviews, ensure accuracy, and report discrepancies for Corporate Trust clients. Training will last nearly two weeks to reach throughput of 150–160 documents per day.

The ideal candidate has Excel experience, strong communication, reliability, and a solid work ethic to support compliance and quality control across projects. We value detail orientation and team collaboration.

Qualifications

• High school diploma or equivalent required; strong drive and go-getter attitude.
• Excellent communication and reliable work ethic are essential.

Responsibilities

• Review documents according to standard procedures and checklists.
• Research issues and report exceptions for Corporate Trust clients.
• Handle file processing, reinstatements, mail intake, and trailing documents.
• Target daily review of 150–160 documents after training.

Skills

Finance experience

Great communication

Work ethic

Education

High school diploma or equivalent

Bachelor's degree

Associates degree

Tools

Excel

Job description

Insight Global in Waterloo, IA is hiring a Document Review Associate. You will perform document reviews, ensure accuracy, and report discrepancies for Corporate Trust clients. Training will last nearly two weeks to reach throughput of 150–160 documents per day.

The ideal candidate has Excel experience, strong communication, reliability, and a solid work ethic to support compliance and quality control across projects. We value detail orientation and team collaboration.