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Front Office Specialist

Insight Global

Saint Paul (MN)

On-site

Full time

30+ days ago

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Job summary

A leading company is seeking a Document Review Clerk to manage document processing, data entry, and support audits. The ideal candidate will be detail-oriented and proficient in Excel, thriving in a fast-paced environment. Training will be provided to understand the loan timeline.

Qualifications

  • 1-3 years of related office experience required.
  • Proficiency in Excel (V-lookups, Pivot Tables) is a plus.

Responsibilities

  • Review and process documents according to company standards.
  • Handle a shared inbox and process litigation requests.
  • Support monthly audits by prepping documents.

Skills

Organizational Skills
Detail-Oriented
Time Management
Team Player

Education

Bachelor's Degree
Associate's Degree

Tools

Excel

Job description

Professional Recruiter at Insight Global

Job Description:

The Document Review Clerk is responsible for reviewing and processing documents according to company standards using checklists and internal computer systems. This role involves data entry, generating reports from proprietary systems, researching additional loans, and locating missing files. The candidate will learn to understand the loan timeline through training. Additionally, they will handle a shared inbox, process litigation requests, and perform research tasks such as verifying document originality and affidavits. Research may include data possession checks and responding to clients via email. The team supports monthly audits, including prepping and sorting documents for external and internal reviews. The ideal candidate is highly organized, detail-oriented, manages time effectively, proficient in Excel, a team player, and comfortable in a fast-paced environment.

Required Skills & Experience:

  • One to three years of related office experience

Nice to Have Skills & Experience:

  • Bachelor's or Associate's degree
  • Finance experience
  • Mortgage background
  • Document Review Specialist experience
  • Analyst or review experience
  • Proficiency in Excel (V-lookups, Pivot Tables)

Pay Rate: $17/hour

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