DOCUMENT REVIEW CLERK SKILLS, EXPERIENCE, AND JOB REQUIREMENTS
Updated: Mai 28, 2025 - The Document Review Clerk has experience researching and handling collateral files and documents, organizing, labeling files, and maintaining efficient filing systems. This position is proficient in Microsoft Applications, including Outlook and Excel, and skilled in using the SoR application and emBTRUST, with strong attention to detail in sorting and organizing data. The clerk demonstrates the ability to process high volumes of data with accuracy and meet deadlines while adhering to general office procedures and effective communication.
Essential Hard and Soft Skills for a Standout Document Review Clerk Resume
- Document Management
- Data Entry
- Microsoft Excel
- Microsoft Outlook
- SoR Application
- emBTRUST
- File Labeling
- Collateral File Research
- Mortgage Document Familiarity
- Office Equipment Operation
- Attention to Detail
- Time Management
- Communication
- Organizational Skills
- Problem-Solving
- Adaptability
- Teamwork
- Focus
- Multitasking
- Accountability
Summary of Document Review Clerk Knowledge and Qualifications on Resume
1. BA in Office Administration with 2 years of Experience
- Experience reviewing mortgage documents, e.g. mortgage notes, endorsements and riders, deed of trust, etc., for accuracy and noting exceptions on SoR
- Experience working with data entry and generate reports
- Experience sorting and organizing files in alphanumeric order
- Working experience in completing inventories via file scanning or manual inventory
- Experience operating internal programs for research and activity movements of files and/or documents
- The ability to communicate with various levels of staff in all areas of the office to promote collaboration
- Must meet deadlines and daily production requirements
- Well-developed ability to identify and resolve/escalate problems
- Able to work independently and able to work with the team to meet goals and deadlines
- Strong time management, organization, and problem-solving skills
2. BA in Business Administration with 1 year of Experience
- Familiarity with Mortgage Documents
- A good working knowledge of emBTRUST
- Excellent interpersonal, verbal, and written communication skills
- Strong time management, organization, and problem-solving skills
- Intermediate Microsoft Excel skills (Manipulating data, vLookups, locating trends, etc.)
- Ability to meet Deadlines/Daily Production Requirements
- Ability to adapt to new processes, and perform repetitive tasks
- Ability to take direction, and work Independently
- Must have strong Attention to detail
- Must have effective communication skills, both oral and written
3. BA in Accounting with 3 years of Experience
- Experience researching and clerical work about collateral files and documents
- Experience labeling files, organizing carts, and filing documents
- Experience with Microsoft Applications, including Microsoft Outlook and Excel
- A good working knowledge of the SoR application
- Experience working with emBTRUST
- Strong attention to detail, specifically in collecting, organizing, and sorting letters and numbers
- Capacity to complete repetitive tasks daily and meet production goals, including deadlines
- Basic knowledge of general office procedures, computers, and other office equipment
- Ability to key with 99% or better overall accuracy rate and process a high volume of data on time
- Effective written and verbal communication skills
- Familiarity with mortgage documents