New Account Document Specialist jobs in United States
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First National Bank of America · 3 weeks ago

New Account Document Specialist

First National Bank of America is seeking a friendly and professional New Account Document Specialist to join our team. In this role, you will manage the flow of documents in an efficient and effective manner while reviewing new mortgage originations for Quality Control.

BankingFinancial ServicesFinTechPayments
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Growth Opportunities
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Responsibilities

Audit electronic files to ensure loan information is booked accurately
Audit new accounts for data Integrity
Track and follow up on any missing documents
Identify critical data errors and take appropriate steps to remedy
Attend various trainings with a focus on identifying fraud, underwriting inconsistences and other potential “red flags”

Qualification

Attention to detailMicrosoft ExcelMicrosoft OutlookTask prioritizationRepetitive task ability

Required

Great attention to detail
Prioritize multiple tasks simultaneously
Ability and willingness to do repetitive tasks on a regular basis
Knowledge of Microsoft Excel and Outlook are beneficial
This position may require you to lift up to 20 pounds

Benefits

Medical – Multiple plans to choose from including HSA and traditional. Premiums as low as $0.00
Dental – Premiums as low as $0.00
Vision – Low premium Plan
Discounted childcare
Pet Insurance
Paid Time Off (PTO)
401k with employer match

Company

First National Bank of America

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First National Bank of America is a bank providing checking accounts, residential, and commercial loan services.

Funding

Current Stage
Growth Stage

Leadership Team

B
Bruce Maguire
Vice President
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Company data provided by crunchbase