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Document Review Specialist - Indianapolis, Indiana

Job Description

Variety of Operations functions centered on the processing of data and documentation including loan servicing, securities settlement, confirmations, deposit exceptions/returns, vault processing, research, corporate actions, bank-by-mail, documentation review, document handling, document preparation, document processing, transaction processing, remittance processing and transfer agency activities.  These roles may involve the physical and electronic handling of information.


As a Document Review Specialist you will:

▪ Completes document indexing                                                                                                   
▪ Handles complex documentation reviews
▪ Monitors document review reject queues for exceptions
▪ Prepares documents for retention
▪ Reviews and corrects complex document review exceptions
▪ Interprets and makes decisions based on legal documentation
▪ Handles escalated inquiries
▪ Communicates with internal and outside legal counsel
▪ Performs inquiries and affirms transaction details, as needed




 Skills required are advanced:

▪ Organizational skills   
▪ Attention to detail        
▪ Problem solving                   
▪ MS Office skills                        
▪ Oral & written communication 
▪ Client relationship                    
▪ Time management    
▪ Analytical skills     


Knowledge required is advanced:

▪ LOB knowledge            
▪ Business processes and procedures                     
▪ Product knowledge    
▪ Industry knowledge 


Req #: 160019259
Location: Indianapolis, IN US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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