Document Review Associate 3

Posted 4 Hours Ago
Be an Early Applicant
Jacksonville, FL, USA
In-Office
20-23 Hourly
Junior
Fintech
The Role
Perform routine clerical duties for Corporate Trust: review loan/collateral documents, process files, research and report exceptions, correct errors, and communicate with internal and external contacts to ensure compliance and client satisfaction. Meet daily production goals, complete repetitive tasks accurately, and use Microsoft Office and other software while working on-site full time.
Summary Generated by Built In

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Document Review Associate performs routine and/or repetitive clerical functions according to standard procedures or instructions. 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.

Basic Qualifications
- 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 Skills/Experience
- 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

This role requires working from a U.S Bank Location five (5) days per week. 

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • 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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Skills Required

  • High school diploma or equivalent
  • One to three years of related experience
  • Physical ability to push, pull, and/or lift 20-30 lbs; sit/stand long periods; bend or squat; climb step ladders up to 10 feet
  • Work from a U.S. Bank location five days per week (on-site)
  • Proficient computer navigation skills, including Microsoft Office applications
  • 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
  • Ability to complete repetitive tasks daily and meet production goals and deadlines
  • Strong attention to detail and time management skills
  • Basic verbal and written communication skills

US Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about US Bank and has not been reviewed or approved by US Bank.

  • Retirement Support The package pairs a pension with a matched 401(k), strengthening long‑term financial security. Retirement programs and other financial safeguards are presented as comprehensive.
  • Leave & Time Off Breadth Paid vacation, sick time, numerous holidays, and dedicated volunteer hours provide meaningful time away. Additional time off with tenure and options to expand PTO bolster flexibility.
  • Healthcare Strength Medical, dental, and vision coverage with HSA/FSA options and wellness resources are described as robust. Health insurance is characterized as top‑notch in multiple descriptions.

US Bank Insights

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The Company
HQ: Minneapolis, MN

What We Do

We believe in putting people first, and our dedication to making ethical decisions and doing the right thing is at the heart of what we do. We're proud to be named by Ethisphere as a 2018 World's Most Ethical Company.

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