Document Review Specialist

Job summary

Review lending documents and files for accuracy, completeness, and compliance, completing assigned assessments and maintaining accurate records within established timelines. Resolve routine documentation issues with internal partners, escalate exceptions as required, and recommend improvements to review processes and customer experience.

Job details

Document Review Specialist Contract- 12months Pay: T4- $22 TO $23/HR Job Summary The Document and File Review Analyst supports the accurate and timely review of lending documents and related files. The analyst completes assigned reviews, identifies documentation issues, maintains accurate data, and works with internal partners to address routine inquiries in accordance with established procedures. Key Responsibilities · Complete assigned investigations, tasks, reports, and file review assessments accurately and within established timelines. · Organize documents, gather required information, and verify that lending files are accurate, complete, and ready for review. · Work with team members to identify and resolve documentation errors, irregularities, and review findings. · Respond to routine inquiries and instructions from internal business partners and operations teams in accordance with established guidelines. · Maintain accurate data and records in compliance with applicable policies, procedures, laws, and regulations. · Identify and escalate issues or exceptions in accordance with established guidelines. · Recommend improvements to the file review process and customer experience. · Apply the organization’s risk management framework and make sound decisions within delegated authority. MUST HAVE: · Proficiency in Microsoft Word, Excel, and PowerPoint. · Strong organizational and time-management skills, with attention to detail and the ability to prioritize tasks and meet deadlines. · Clear verbal and written communication skills in a business environment. · Ability to collaborate effectively and contribute to a team environment. · Ability to follow established procedures and handle information responsibly. · Basic analytical and problem-solving skills, including the ability to identify discrepancies and exercise sound judgment. · Ability to learn operational systems and job-specific processes. · Basic understanding of operational and compliance risk. · Office experienceEducation and Experience · Typically, one to two years of relevant experience. · Foundational job knowledge gained through training or practical experience. · Experience or exposure to document review, financial services, lending operations, records management, or a similar business environment is an asset. NICE TO HAVE: Banking/Financial experience Any specific education/certifications: A post-secondary degree in a related field is preferred; an equivalent combination of education and experience will also be considered.

What you’ll do

Review lending documents and files for accuracy, completeness, and compliance, completing assigned assessments and maintaining accurate records within established timelines. Resolve routine documentation issues with internal partners, escalate exceptions as required, and recommend improvements to review processes and customer experience.

Requirements

Typically requires one to two years of relevant experience, office experience, and foundational job knowledge gained through training or practical experience; exposure to document review, lending operations, financial services, or records management is an asset. Candidates should be proficient in Microsoft Office, organized and detail-oriented, able to communicate and collaborate effectively, follow procedures responsibly, and apply basic analytical judgment and operational risk awareness; a related post-secondary degree is preferred or equivalent education and experience.

Listed skills

• Microsoft Word · Preferred
• Microsoft Excel · Preferred
• Attention to detail · Preferred
• Organization · Preferred
• Time management · Preferred
• Prioritization · Preferred
• written communication · Preferred
• Team Collaboration · Preferred
• Problem solving · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Document Review
• File Review
• Attention To Detail
• Organization
• Time Management
• Prioritization
• Written Communication
• Verbal Communication
• Team Collaboration
• Following Procedures
• Data Accuracy
• Analytical Skills
• Problem-Solving

Job areas

• Finance & Accounting
• Administrative
• Data & Analytics

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