Overview
We are looking for a Documentation Specialist to join our Quality Control team at Bridgewater Bank corporate office. Reporting to the Quality Control Deposit Lead, the Documentation Specialist performs a variety of functions associated with reviewing the origination of new clients and deposit accounts and servicing of existing client requests; ensuring that documentation is accurate and information in core operating system and imaging system are accurate and in compliance with policies, laws, regulations, and internal procedures.
Responsibilities
Review onboarding documentation for Treasury Management products for completeness and accuracy, and ensure information is documented accurately and meets compliance regulations.
Utilize multiple platforms to review new and existing accounts and products, ensuring setups are accurate in the core operating systems, timely and appropriately documented, meeting both compliance and SOX regulations.
Accurately identify and document exceptions or discrepancies in reviewed documents, following established process for notation and follow-up for resolution.
Review BSA documentation for completeness and accuracy, ensure information is reflected accurately in the core operating system, and meets compliance regulations.
Monitor assigned system reports, ensure critical documentation review is completed accurately and timely within regulatory time frames.
Cross train within the department to provide support and ensure seamless coverage within the team and assist with other duties as assigned.
Adhere to the bank’s policies, procedures, security requirements and government regulations including (but not limited to) BSA, SOX compliance.
Qualifications
2+ years retail or operational banking experience
High attention to detail, strong critical thinking, and problem-solving skills
Ability to manage multiple tasks and meet deadlines
Excellent written, verbal, and interpersonal communication skills
Knowledge of rules, regulations, and policies relating to banking documentation
Proficiency in Microsoft Office Suite or related software
Associate or bachelor’s degree or equivalent experience preferred
About Bridgewater Bank Picture yourself at one of the Twin Cities’ best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.
We’re on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that’s why we’ve created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.
At the end of the day, we believe competitive salaries, top-tier benefits, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us?
Compensation & Benefits The typical hourly base pay range for this role is $23/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Parental leave
401(k) with employer match
Paid vacation & paid holidays
Please Note
The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive 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. Status:
Non-Exempt
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We are looking for a Documentation Specialist to join our Quality Control team at Bridgewater Bank corporate office. Reporting to the Quality Control Deposit Lead, the Documentation Specialist performs a variety of functions associated with reviewing the origination of new clients and deposit accounts and servicing of existing client requests; ensuring that documentation is accurate and information in core operating system and imaging system are accurate and in compliance with policies, laws, regulations, and internal procedures.
Responsibilities
Review onboarding documentation for Treasury Management products for completeness and accuracy, and ensure information is documented accurately and meets compliance regulations.
Utilize multiple platforms to review new and existing accounts and products, ensuring setups are accurate in the core operating systems, timely and appropriately documented, meeting both compliance and SOX regulations.
Accurately identify and document exceptions or discrepancies in reviewed documents, following established process for notation and follow-up for resolution.
Review BSA documentation for completeness and accuracy, ensure information is reflected accurately in the core operating system, and meets compliance regulations.
Monitor assigned system reports, ensure critical documentation review is completed accurately and timely within regulatory time frames.
Cross train within the department to provide support and ensure seamless coverage within the team and assist with other duties as assigned.
Adhere to the bank’s policies, procedures, security requirements and government regulations including (but not limited to) BSA, SOX compliance.
Qualifications
2+ years retail or operational banking experience
High attention to detail, strong critical thinking, and problem-solving skills
Ability to manage multiple tasks and meet deadlines
Excellent written, verbal, and interpersonal communication skills
Knowledge of rules, regulations, and policies relating to banking documentation
Proficiency in Microsoft Office Suite or related software
Associate or bachelor’s degree or equivalent experience preferred
About Bridgewater Bank Picture yourself at one of the Twin Cities’ best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.
We’re on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that’s why we’ve created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.
At the end of the day, we believe competitive salaries, top-tier benefits, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us?
Compensation & Benefits The typical hourly base pay range for this role is $23/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Parental leave
401(k) with employer match
Paid vacation & paid holidays
Please Note
The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive 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. Status:
Non-Exempt
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