Custodial Records Associate 2

U.S. Bancorp
Waterloo
Workplace: OnsiteFull timeUSD 20 - 20.91 hourlyFunction: Administration & Executive AssistanceExperience: 1-2 yearsEducation: high_schoolSkills: ["Communication","Organization","Information collection"]

Maintain collateral files and mortgage loan documents for the Wealth Management & Investment Services business line. Receive, prepare, and ship records between locations, verify quantities/conditions, and keep files organized in terminal digit order. Locate documents to meet deadlines and SLAs, re-file and label records, complete inventories, and resolve discrepancies. Process incoming/outgoing loan documents for acquisitions and sales while researching record activity as needed.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Custodial Records Associate 2

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Maintain collateral files and mortgage loan documents for the Wealth Management & Investment Services business line. Receive, prepare, and ship records between locations, verify quantities/conditions, and keep files organized in terminal digit order. Locate documents to meet deadlines and SLAs, re-file and label records, complete inventories, and resolve discrepancies. Process incoming/outgoing loan documents for acquisitions and sales while researching record activity as needed.
Location: Waterloo
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Maintain collateral files and mortgage loan documents for the Wealth Management & Investment Services business line.
  • •Receive, prepare, and ship record materials between locations while verifying quantity and condition.
  • •Keep records orderly and accurately filed in terminal digit order and re-file documents timely.
  • •Locate requested documents to meet deadlines and established SLAs, accommodating rushed needs.
  • •Complete inventories, resolve discrepancies, and process loan documents for acquisition or sale.

Pay and Benefits

Salary: USD 20 - 20.91 hourly
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •One to two years of related experience.
  • •Ability to push, pull, and/or lift 20 lbs or more.
  • •Standing for long periods and able to bend or squat.
  • •Willingness to climb stepladders up to 10 feet high.
Experience:1-2 years
Education:High School
Skills:CommunicationOrganizationInformation collection
Tech Stack:Personal computersOffice equipment

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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