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Documentation Specialist


Bridgewater Bank


7831 E Bush Lake Rd Edina, MN 55439-3118

Job Description


This position performs a variety of functions associated with the origination of new clients, accounts, and loans, and servicing of existing clients, accounts, and loans. The primary focus is loan documentation and business services review with a secondary focus on deposit account review. Job Accountabilities Review and quality control Business Services documentation and file maintenance Work collaboratively with Business Services department to establish review standards Create and manage Business Services review processes and procedures Review Business Services onboarding and maintenance through Access Manager, Commercial Center, and OnBoard Review and quality control loan related documentation Review and quality control deposit account documentation Create and manage document exceptions Monitor missing document exceptions Monitor shared team email account Serve as backup for new account review Serve as backup for IRA documentation review Maintain knowledge of document standards Maintain knowledge of Bridgewater Bank's products and services

This position performs a variety of functions associated with the origination of new clients, accounts, and loans, and servicing of existing clients, accounts, and loans. The primary focus is loan documentation and business services review with a secondary focus on deposit account review.

Job Accountabilities

Review and quality control Business Services documentation and file maintenance
Work collaboratively with Business Services department to establish review standards
Create and manage Business Services review processes and procedures
Review Business Services onboarding and maintenance through Access Manager, Commercial Center, and OnBoard
Review and quality control loan related documentation
Review and quality control deposit account documentation
Create and manage document exceptions
Monitor missing document exceptions
Monitor shared team email account
Serve as backup for new account review
Serve as backup for IRA documentation review
Maintain knowledge of document standards
Maintain knowledge of Bridgewater Bank's products and services

Education & Experience


Bachelor's Degree or the equivalent combination of education and experience Proficiency in Windows-based PC skills and Microsoft Office required Experience with AccuSystems or other document management software preferred 1-2 years of operations and/or loan processing experience preferred 1-3 years of banking experience preferred Strong attention to detail required Ability to multi-task and utilize multiple systems within the bank Outstanding teamwork and communication skills

Bachelor's Degree or the equivalent combination of education and experience
Proficiency in Windows-based PC skills and Microsoft Office required
Experience with AccuSystems or other document management software preferred
1-2 years of operations and/or loan processing experience preferred
1-3 years of banking experience preferred
Strong attention to detail required
Ability to multi-task and utilize multiple systems within the bank
Outstanding teamwork and communication skills

About


Normal office environment The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhausted list of duties, responsibilities or requirements. It is Bridgewater Bank’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.

Normal office environment

The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhausted list of duties, responsibilities or requirements.

It is Bridgewater Bank’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.

How to Apply


Visit https://bridgewaterbankmn.com/about-bridgewater/careers to apply.

MBA Job number/Date Added

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H-6464: 07/09/2019

Jobtitle	Apply	Blindad	Dateadded	Educ	Filenum	Jobdesc	About
Documentation Specialist	Visit https://bridgewaterbankmn.com/about-bridgewater/careers to apply.	False	7/9/2019	Bachelor's Degree or the equivalent combination of education and experience Proficiency in Windows-based PC skills and Microsoft Office required Experience with AccuSystems or other document management software preferred 1-2 years of operations and/or loan processing experience preferred 1-3 years of banking experience preferred Strong attention to detail required Ability to multi-task and utilize multiple systems within the bank Outstanding teamwork and communication skills	H-6464	This position performs a variety of functions associated with the origination of new clients, accounts, and loans, and servicing of existing clients, accounts, and loans. The primary focus is loan documentation and business services review with a secondary focus on deposit account review. Job Accountabilities Review and quality control Business Services documentation and file maintenance Work collaboratively with Business Services department to establish review standards Create and manage Business Services review processes and procedures Review Business Services onboarding and maintenance through Access Manager, Commercial Center, and OnBoard Review and quality control loan related documentation Review and quality control deposit account documentation Create and manage document exceptions Monitor missing document exceptions Monitor shared team email account Serve as backup for new account review Serve as backup for IRA documentation review Maintain knowledge of document standards Maintain knowledge of Bridgewater Bank's products and services	Normal office environment The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhausted list of duties, responsibilities or requirements. It is Bridgewater Bank’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.

Documentation Specialist

Visit https://bridgewaterbankmn.com/about-bridgewater/careers to apply.

False

7/9/2019

Bachelor's Degree or the equivalent combination of education and experience
Proficiency in Windows-based PC skills and Microsoft Office required
Experience with AccuSystems or other document management software preferred
1-2 years of operations and/or loan processing experience preferred
1-3 years of banking experience preferred
Strong attention to detail required
Ability to multi-task and utilize multiple systems within the bank
Outstanding teamwork and communication skills

H-6464

This position performs a variety of functions associated with the origination of new clients, accounts, and loans, and servicing of existing clients, accounts, and loans. The primary focus is loan documentation and business services review with a secondary focus on deposit account review.

Job Accountabilities

Review and quality control Business Services documentation and file maintenance
Work collaboratively with Business Services department to establish review standards
Create and manage Business Services review processes and procedures
Review Business Services onboarding and maintenance through Access Manager, Commercial Center, and OnBoard
Review and quality control loan related documentation
Review and quality control deposit account documentation
Create and manage document exceptions
Monitor missing document exceptions
Monitor shared team email account
Serve as backup for new account review
Serve as backup for IRA documentation review
Maintain knowledge of document standards
Maintain knowledge of Bridgewater Bank's products and services

Normal office environment

The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhausted list of duties, responsibilities or requirements.

It is Bridgewater Bank’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.