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Document Review Associate

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Insight Global

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Location:
United States , Jacksonville

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Category:
Finance

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Contract Type:
Not provided

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Salary:

14.00 - 17.00 USD / Hour
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Job Description:

The Document Review Associate performs Document Review 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. This person will receive about 2 weeks of training to eventually review 150 documents a day. We can pay $17/hr with a shift of 6:30AM - 3:00PM.

Job Responsibility:

  • Performs Document Review 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
  • Will receive about 2 weeks of training to eventually review 150 documents a day

Requirements:

  • High school diploma or equivalent
  • One to three years of office experience (longevity)
  • Excel (tech savvy, used in previous roles)
  • Effective verbal and written communication skills
  • Ability to collect and organize information
  • Strong attention to detail, and professionalism

Nice to have:

  • Bachelors or Associates
  • Finance experience
  • Mortgage Background
  • Document Review Specialist
  • Analyst or Review experience
  • Excel- V-look ups and Pivot Tables
What we offer:
  • Medical, dental, and vision insurance
  • HSA, FSA, and DCFSA account options
  • 401k retirement account access with employer matching
  • Paid sick leave and/or other paid time off as provided by applicable law

Additional Information:

Job Posted:
January 07, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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