Custodial Records Associate
Core
Process file-release requests for banks, servicers, and investors by verifying information, entering data into internal systems, and coordinating physical file retrieval.
Role type
Operations Associate (Custodial Records)
Builds
Accurate file release and retrieval workflows for financial institutions
Domain
Banking / Financial Services Operations
Required skills
Data entry, Microsoft Excel, file management, request validation, cross-team coordination, time management
Preferred skills
Customer service, attention to detail, adaptability, independent work
Technologies
Microsoft Excel, internal banking systems
Responsibilities
Review and validate release requests including authorized signers and loan details; Enter data into internal systems and initiate file-pull requests; Coordinate with Vault, shipping, and front/back-office teams; Manage time-sensitive priorities and route inquiries to appropriate departments
Seniority
Mid-level, hands-on IC