Custodial Records Associate 2 jobs in United States
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U.S. Bank · 6 days ago

Custodial Records Associate 2

U.S. Bank is on a journey to help customers and businesses make better financial decisions. They are seeking a Custodial Records Associate 2 to maintain collateral files and mortgage loan documents, ensuring accurate records and timely processing of materials.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

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)
Performs manual movement of file folders of varying volumes while maintaining organization
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

Qualification

Clerical skillsBasic computer knowledgeInformation organizationPhysical staminaEffective communication

Required

High school diploma or equivalent
One to two years of related experience
Physical requirements (with or without reasonable accommodation): 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

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
Ability to collect and organize information

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.

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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Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
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Company data provided by crunchbase