Document Review Associate 3 - Hybrid Accounts jobs in United States
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U.S. Bank · 17 hours ago

Document Review Associate 3 - Hybrid Accounts

U.S. Bank is dedicated to helping customers and businesses make better financial decisions. The Document Review Associate is responsible for performing routine clerical functions, researching issues, and ensuring client satisfaction and compliance with custodial agreements.

BankingFinancial ServicesInsuranceMortgageWealth Management
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H1B Sponsor Likelynote

Responsibilities

Responsible for researching various issues and reporting exceptions for Corporate Trust clients to ensure client satisfaction, quality control, and compliance with custodial agreements
Reviews loan (or collateral) documents, handles file processing and works with external/internal clients and contacts to determine the source of any problems and correct errors

Qualification

Customer service skillsAttention to detailMicrosoft Office proficiencyClerical skillsTime management skillsVerbal communicationWritten communicationOrganizational skills

Required

High school diploma or equivalent
One to three years of related experience
Physical requirements (with or without reasonable accommodation): Ability to push, pull, and/or lift 20-30lbs; sit and/or stand for long periods; able to bend or squat; willingness to climb step ladders up to 10 feet high

Preferred

Basic knowledge of general office procedures and clerical skills
Basic reading, writing, and mathematical skills
Ability to collect, organize, and prioritize information
Well-developed customer service skills
Basic verbal and written communication skills
Ability 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
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

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
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Company

U.S. Bank

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At U.S.

H1B Sponsorship

U.S. Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (679)
2024 (508)
2023 (545)
2022 (806)
2021 (549)
2020 (403)

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Daniel Crozier
Senior Vice President Operations
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Company data provided by crunchbase