Custodial Records Associate 2

Maintain Collateral Files and Mortgage Loan Documents

Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line.

Receives and prepares incoming materials for input into inventory, including receiving and shipping files/packages between various locations and verifying the quantity and condition of materials.

Maintains orderly and accurate record of all files and related documents in Terminal Digit order.

• Locates requested documents and files to meet a deadline, and accommodates rushed and established Service Level Agreements (SLAs).
• Maintains and completes inventories as needed, resolving discrepancies in a timely manner.
• Researches file or document activity as needed.
• Makes new labels for files and attaches to files or matches new file folders with labels to files.
• Re-files all documents in a timely manner, including inserting loose documents into corresponding files already shelved.
• Processes loan documents that are coming in or out for an acquisition or sale.

Qualifications

• High school diploma or equivalent
• One to two years of related experience

Physical Requirements

• Ability to push, pull, and/or lift 20 lbs or more
• Standing for long periods
• Able to bend or squat
• Willingness to climb stepladders up to 10 feet high

Preferred Skills/Experience

• Good understanding of general office procedures and clerical skills
• Basic reading, writing, and mathematical skills
• Basic knowledge of personal computers and other office equipment
• Effective verbal and written communication skills

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law