Bridgewater Bank · 3 hours ago
Documentation Specialist
St Louis Park, Minnesota, United States
Full-time
Onsite
Entry, Mid Level
$23/hr - $23/hr
2+ years expBridgewater Bank is a leading entrepreneurial bank in the Twin Cities, seeking a Documentation Specialist to join their Quality Control team. The role involves reviewing documentation for new clients and deposit accounts, ensuring compliance with regulations and internal procedures.
BankingFinanceFinancial ServicesReal Estate
Responsibilities
Review onboarding documentation for Treasury Management products for completeness and accuracy, and ensure information is documented accurately and meets compliance regulations
Utilize multiple platforms to review new and existing accounts and products, ensuring setups are accurate in the core operating systems, timely and appropriately documented, meeting both compliance and SOX regulations
Accurately identify and document exceptions or discrepancies in reviewed documents, following established process for notation and follow-up for resolution
Review BSA documentation for completeness and accuracy, ensure information is reflected accurately in the core operating system, and meets compliance regulations
Monitor assigned system reports, ensure critical documentation review is completed accurately and timely within regulatory time frames
Cross train within the department to provide support and ensure seamless coverage within the team and assist with other duties as assigned
Adhere to the bank’s policies, procedures, security requirements and government regulations including (but not limited to) BSA, SOX compliance
Qualification
Required
2+ years retail or operational banking experience
High attention to detail, strong critical thinking, and problem-solving skills
Ability to manage multiple tasks and meet deadlines
Excellent written, verbal, and interpersonal communication skills
Knowledge of rules, regulations, and policies relating to banking documentation
Proficiency in Microsoft Office Suite or related software
Preferred
Associate or bachelor's degree or equivalent experience preferred
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Parental leave
401(k) with employer match
Paid vacation & paid holidays
Company
Bridgewater Bank
Bridgewater Bank is a full-service commercial bank where answers came quickly, opportunities were plentiful, and the culture was optimistic.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$120.43MKey Investors
Castle Creek Partners
2025-06-24Post Ipo Debt· $80M
2018-03-14IPO
2017-07-24Series Unknown· $25M
Leadership Team
Jerry Baack
Founder, President, Chief Executive Officer and Chairman of the Board
Joe Chybowski
President & Chief Financial Officer
Recent News
2026-01-05
2025-09-15
Company data provided by crunchbase