Records & Documents Specialist — Filing & File Management

U.S. Bank; Minnesota; On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Sick leave

Job summary

U.S. Bank is hiring for a file/document specialist within Wealth Management & Investment Services. The role ensures orderly mortgage loan document control, filing, and preparation for input, meeting SLAs, and supporting acquisitions or sales paper flows.

You will handle physical files, labeling, inventory, and routine administrative duties, with basic office and PC skills, flexibility to lift and move materials, and a commitment to accuracy and deadlines.

Qualifications

• Basic reading, writing, and mathematical skills.
• Good understanding of general office procedures and clerical skills.
• Effective verbal and written communication skills.

Responsibilities

• Maintain collateral files and mortgage loan documents.
• Prepare incoming materials for input into inventory and verify quantity.
• Maintain orderly records in Terminal Digit order and locate documents to meet deadlines.
• Process loan documents for acquisitions or sales.
• Create and attach file labels, re-file documents, and manage physical filing.

Skills

Office procedures

Clerical skills

Reading & writing

Mathematical skills

Verbal communication

Written communication

Information organization

Education

High school diploma or equivalent

Job description

U.S. Bank is hiring for a file/document specialist within Wealth Management & Investment Services. The role ensures orderly mortgage loan document control, filing, and preparation for input, meeting SLAs, and supporting acquisitions or sales paper flows.

You will handle physical files, labeling, inventory, and routine administrative duties, with basic office and PC skills, flexibility to lift and move materials, and a commitment to accuracy and deadlines.