Front Office

Insight Global; Saint Paul (MN); On-site; USD 40,000 - 60,000; Full time

Job summary

Insight Global is looking for a Document Review Clerk in Saint Paul, Minnesota. This role involves reviewing and processing documents to ensure they meet company standards, including data entry and research for missing files. Candidates should have one to three years of office experience and proficiency in Excel.

The position supports monthly audits and requires strong organizational abilities. Familiarity with document review processes and financial backgrounds are preferred.

Qualifications

• One to three years of related experience in an office setting.
• Experience in document review or analysis preferred.

Responsibilities

• Review and process documents to company standards using checklists.
• Data entry and generating reports from proprietary system.
• Research additional loans and locate missing files.
• Process litigation requests and check originality of documents.
• Support monthly audits for client review.

Skills

Excel

Microsoft products

Write professional emails to clients

Education

Bachelors or Associates

Job description

The Document Review Clerk is responsible for the review and process of documents to company standards using checklists and internal computer systems. This involves data entry and generating reports from their proprietary system while researching additional loans and locating missing files. This person will learn to understand the timeline of loans from beginning to end as they go through training. Additionally, they will be working out of a shared inbox and processing litigation requests as well as additional research items like checking originality of documents, and affidavits. Research can include checking for data possession and responding to clients via email. The team supports monthly audits including prepping, sorting, for external and internal client review. The ideal candidate is highly organized to hit various deadlines, has strong attention to detail, time management, organization with prioritization, is well versed in Excel, team player and comfortable working in a fast-paced environment.

Responsibilities

• Review and process documents to company standards using checklists and internal computer systems.
• Data entry and generating reports from proprietary system.
• Research additional loans and locate missing files.
• Work out of a shared inbox and process litigation requests.
• Check originality of documents and affidavits.
• Respond to clients via email.
• Support monthly audits including prepping and sorting for external and internal client review.

Qualifications

• One to three years of related experience in an office setting (longevity).

Required Skills

• Excel (tech savvy, used in previous roles).
• Microsoft products.
• Write professional emails to clients.

Preferred Skills

• Bachelors or Associates.
• Finance experience.
• Mortgage Background.
• Document Review Specialist.
• Analyst or Review experience.
• Excel - V-look ups and Pivot Tables.

Equal Opportunity Statement

We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail]. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.