Document Specialist- banking
Position: Document Specialist-must have banking experience
Overview
Document Specialist - must have banking experience
Base pay range: $24.00/hr - $28.00/hr
Bill Rate: $39.48/hr
Work location:
Iselin, NJ
Work schedule:
9-5 Monday to Friday as needed in office with the possibility of some remote work (WFH).
End date: 1/14/2026
Job Description
Summary
Reporting to the Credit Control Unit – Unit Head, the staff member is responsible for monitoring, supporting, and reporting the daily operating activity of the Credit Control Unit’s (CCU) Document Control function. The function provides the Unit Head with support performing Vault Custody and ensures that all transaction documentation received by CCU is inspected for accountability, processed to the bank’s optical imaging system, and filed and stored in the bank vault.
This supports the bank in controlling the inflow/outflow of all transaction documentation related to credit facilities and the orderly filing and safekeeping of the same.
Responsibilities
• Support the Vault Custody function.
• Provide Front Office and other Operations with a point of contact to discuss open issues and procedural controls as they relate to CCU’s Vault Custody activities.
• Ensure timely processing of transaction information related to receipt, scanning, and filing of loan documentation.
• Troubleshoot/address problem situations related to CCU’s Document Custody work.
• Provide CCU management with periodic status reports of the bank vault and contents (as requested).
• Perform other duties as assigned by the CCU Unit Head.
Compliance and Qualifications
• Obtain a basic understanding of applicable rules and regulations governing the Bank. Direct any questions to the Americas Legal and Compliance Division. Attend Annual Compliance Training. Read and respond to compliance-related materials. Comply with the Bank’s Code of Conduct.
• Bachelor’s Degree required.
• Strong organizational and communication skills.
• 5–10 years of experience in Corporate Banking/Corporate Finance Documentation.
• Working knowledge of Microsoft Office products.
• ONBASE experience (optional).
Additional Information
• This job description is not exhaustive and may be modified or expanded by the Bank over time.
• The incumbent may be required to perform the business of the bank’s subsidiaries from time to time.
Job Details
• Seniority level:
Associate
• Employment type:
Temporary
• Job function:
Analyst
• Industries:
Banking and Financial Services
Note:
This section contains no further job postings or extraneous content; the description focuses on the stated role above.
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Overview
Document Specialist - must have banking experience
Base pay range: $24.00/hr - $28.00/hr
Bill Rate: $39.48/hr
Work location:
Iselin, NJ
Work schedule:
9-5 Monday to Friday as needed in office with the possibility of some remote work (WFH).
End date: 1/14/2026
Job Description
Summary
Reporting to the Credit Control Unit – Unit Head, the staff member is responsible for monitoring, supporting, and reporting the daily operating activity of the Credit Control Unit’s (CCU) Document Control function. The function provides the Unit Head with support performing Vault Custody and ensures that all transaction documentation received by CCU is inspected for accountability, processed to the bank’s optical imaging system, and filed and stored in the bank vault.
This supports the bank in controlling the inflow/outflow of all transaction documentation related to credit facilities and the orderly filing and safekeeping of the same.
Responsibilities
• Support the Vault Custody function.
• Provide Front Office and other Operations with a point of contact to discuss open issues and procedural controls as they relate to CCU’s Vault Custody activities.
• Ensure timely processing of transaction information related to receipt, scanning, and filing of loan documentation.
• Troubleshoot/address problem situations related to CCU’s Document Custody work.
• Provide CCU management with periodic status reports of the bank vault and contents (as requested).
• Perform other duties as assigned by the CCU Unit Head.
Compliance and Qualifications
• Obtain a basic understanding of applicable rules and regulations governing the Bank. Direct any questions to the Americas Legal and Compliance Division. Attend Annual Compliance Training. Read and respond to compliance-related materials. Comply with the Bank’s Code of Conduct.
• Bachelor’s Degree required.
• Strong organizational and communication skills.
• 5–10 years of experience in Corporate Banking/Corporate Finance Documentation.
• Working knowledge of Microsoft Office products.
• ONBASE experience (optional).
Additional Information
• This job description is not exhaustive and may be modified or expanded by the Bank over time.
• The incumbent may be required to perform the business of the bank’s subsidiaries from time to time.
Job Details
• Seniority level:
Associate
• Employment type:
Temporary
• Job function:
Analyst
• Industries:
Banking and Financial Services
Note:
This section contains no further job postings or extraneous content; the description focuses on the stated role above.
#J-18808-Ljbffr
Apply tot his job
Apply To this Job