Front Office - Document Control

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

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• High school diploma or equivalent with Confident, Go Getter Attitude and Drive!


• One to three years of related experience in an office setting


• Excel (tech savvy, used in previous roles)

Nice to Have Skills & Experience

• Bachelors or Associates


• Finance experience

Job Description

The Document Review Associate performs Document Review according to standard procedures or instructions. Responsible for researching various issues and reporting exceptions for Corporate Trust clients to ensure client satisfaction, quality control, and compliance with custodial agreements. Reviews loan (or collateral) documents, handles file processing, and works with internal contacts to determine the source of any problems and correct errors. This includes but is not limited to reinstatements, mail intake, and trailing documents involving comparing information on documents to a checklist. This person will receive almost 2 weeks of training to eventually review 150-160 documents a day. There will be project based work across the site where cross training will be necessary. The ideal candidate has experience working with Excel, great communication, and work ethic.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. 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/.

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