Document Custody Associate - Dox Ex 1

About the role

The Document Custody Associate reviews loan (or collateral) documents and/or handles processing of data. Works with external/internal parties to provide reporting, communicate deficiencies, clear exceptions, and executes affidavits and certification documents. Responsible for researching various issues to ensure client satisfaction, quality control, and compliance with custodial agreements.

Responsibilities

• Reviews loan (or collateral) documents and/or handles processing of data
• Works with external/internal parties to provide reporting, communicate deficiencies, clear exceptions, and executes affidavits and certification documents
• Researches various issues to ensure client satisfaction, quality control, and compliance with custodial agreements
• Responsible for reviewing complex and highly sensitive collateral documents per custodial agreements
• Demonstrates seasoned level of expertise (preferably gained through corporate trust, mortgage and/or paralegal experience) in handling certifications
• Interacts with management to provide accurate reporting and certification of document files and achieve departmental goals
• Diligently executes frequent communication with clients regarding account issues
• Communicates with customers and resolves moderately complex issues
• May assist in production of reports to be included in Quality Management Program and Management Production Report

Requirements

• Well-developed reading, writing, and mathematical skills
• Acute attention to detail
• Ability to manage multiple tasks
• Demonstrated administrative skills
• Ability to identify and resolve exceptions and to interpret data
• Well-developed customer service skills including proficient written and verbal communication skills
• Capacity to complete repetitive tasks daily and meet production goals, including deadlines
• Strong attention to detail and time management skills, specifically with collecting, organizing, and sorting letters and numbers
• Microsoft Office suite applications are required; emBTRUST software experience is a plus
• Able to push, pull, and/or lift 20-30lbs, and sit and/or stand for long periods
• Able to bend or squat, and willing to climb step ladders up to 10 feet high

Qualifications

• Typically has an associate’s degree or three or more years of related experience

Skills

• None specified

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