Document Control - Vault Clerk Back Office

Insight Global - Waterloo, IA

Full-time

Waterloo, IA

Administrative and Support Services

About the position

The Document Control - Vault Clerk Back Office position at Insight Global involves maintaining collateral files and mortgage loan documents to support the Wealth Management & Investment Services business line. The role requires organizing and processing incoming materials, ensuring accurate record-keeping, and meeting deadlines while adhering to established Service Level Agreements (SLAs).

Responsibilities

• Maintain collateral files and mortgage loan documents.
• Receive and prepare incoming materials for inventory input.
• Verify the quantity and condition of materials during shipping and receiving.
• Maintain an orderly and accurate record of all files in Terminal Digit order.
• Locate requested documents and files to meet deadlines.
• Perform manual movement of file folders while maintaining organization.
• Complete inventories and resolve discrepancies in a timely manner.
• Research file or document activity as needed.
• Create new labels for files and attach them appropriately.
• Re-file documents in a timely manner, including inserting loose documents into corresponding files.
• Process loan documents for acquisitions or sales.

Requirements

• High school diploma or equivalent.
• Great communication skills.
• Attention to detail and professionalism.
• Experience working on your feet.
• Basic math skills, including addition and subtraction.
• Customer service experience.