Document Specialist-must have banking experience

Confidential; Woodbridge Township (NJ); Hybrid; USD 33,062 - 38,572; Part time

Job summary

A financial institution in New Jersey is seeking a Document Specialist to monitor daily operations in the Credit Control Unit. Candidates must have a Bachelor's degree and 5–10 years of experience in corporate banking documentation. The role involves supporting Vault Custody functions, ensuring timely processing of transactions, and complying with banking regulations. The job offers a pay rate of $24.00-$28.00/hr and requires availability to work both on-site and remotely as needed.

Qualifications

• 5–10 years of experience in Corporate Banking/Corporate Finance Documentation.
• Ability to obtain an understanding of applicable compliance rules and regulations.
• Strong organizational and communication skills are essential.

Responsibilities

• Support the Vault Custody function.
• Ensure timely processing of transaction information.
• Troubleshoot/address problem situations related to Document Custody work.

Skills

Organizational skills

Communication skills

Understanding of rules and regulations

Education

Bachelor's Degree

Tools

Microsoft Office

ONBASE

Job description

Overview

Document Specialist - must have banking experience

Base pay range: $24.00/hr - $28.00/hr

Bill Rate: $39.48/hr

Work location: Iselin, NJ

Work schedule: 9-5 Monday to Friday as needed in office with the possibility of some remote work (WFH).

End date: 1/14/2026

Job Description

Summary

Reporting to the Credit Control Unit – Unit Head, the staff member is responsible for monitoring, supporting, and reporting the daily operating activity of the Credit Control Unit’s (CCU) Document Control function. The function provides the Unit Head with support performing Vault Custody and ensures that all transaction documentation received by CCU is inspected for accountability, processed to the bank’s optical imaging system, and filed and stored in the bank vault. This supports the bank in controlling the inflow/outflow of all transaction documentation related to credit facilities and the orderly filing and safekeeping of the same.

Responsibilities

• Support the Vault Custody function.
• Provide Front Office and other Operations with a point of contact to discuss open issues and procedural controls as they relate to CCU’s Vault Custody activities.
• Ensure timely processing of transaction information related to receipt, scanning, and filing of loan documentation.
• Troubleshoot/address problem situations related to CCU’s Document Custody work.
• Provide CCU management with periodic status reports of the bank vault and contents (as requested).
• Perform other duties as assigned by the CCU Unit Head.

Compliance and Qualifications

• Obtain a basic understanding of applicable rules and regulations governing the Bank. Direct any questions to the Americas Legal and Compliance Division. Attend Annual Compliance Training. Read and respond to compliance-related materials. Comply with the Bank’s Code of Conduct.
• Bachelor’s Degree required.
• Strong organizational and communication skills.
• 5–10 years of experience in Corporate Banking/Corporate Finance Documentation.
• Working knowledge of Microsoft Office products.
• ONBASE experience (optional).

Additional Information

• This job description is not exhaustive and may be modified or expanded by the Bank over time.
• The incumbent may be required to perform the business of the bank’s subsidiaries from time to time.

Job Details

• Seniority level: Associate
• Employment type: Temporary
• Job function: Analyst
• Industries: Banking and Financial Services

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