Document Review Specialist

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.