This job has closed.

CornerStone Staffing · 2 days ago

Financial Document Review Specialist

Winston-Salem, NC

Full-time

Onsite

Entry, Mid Level

$20.47/hr - $20.47/hr

2+ years exp

CornerStone Staffing is hiring for the financial services industry that supports loan and lending operations. The Financial Document Review Specialist plays a critical role in supporting finance operations by reviewing, validating, and maintaining financial and loan-related documentation to ensure accuracy, completeness, and compliance with internal policies and regulatory standards.

ConsultingHuman ResourcesService IndustryStaffing Agency

Responsibilities

Provide professional and timely support to dealer partners by responding to documentation and verification inquiries

Review and validate financial and loan documentation for accuracy, completeness, and compliance with established guidelines

Attach, index, and organize financial document packages, ensuring accurate records of collateral, invoices, and supporting materials

Identify, track, and resolve missing, incomplete, or discrepant documentation

Conduct customer verification calls related to financial documentation and loan proceeds confirmations

Maintain organized, audit-ready files in accordance with internal controls and regulatory requirements

Support and mentor junior team members while assisting with escalated or complex document review issues

Execute reporting tasks and provide departmental support as directed by leadership

Qualification

Financial document reviewLoan documentationMicrosoft Office SuiteAttention to detailOrganizational skillsCustomer service experienceAdvanced computer proficiencyProblem-solving skillsTime managementDecision-making skills