DOCUMENT REVIEW SPECIALIST RESUME EXAMPLE

Published: Dec 18, 2024 – The Document Review Specialist conducts daily reviews of loan documentation to ensure compliance with regulatory and bank policies, identifies missing or incomplete documents, and tracks necessary updates through the bank’s systems. This position verifies and processes insurance coverage, titles, and recorded documents, and resolves issues such as open mortgages, liens, and judgments in alignment with established guidelines. The specialist supports title review, real estate appraisals, and quality control processes by managing document tracking, creating reports, and coordinating with relevant parties.

Tips for Document Review Specialist Skills and Responsibilities on a Resume

1. Document Review Specialist, Tharaldson Enterprises, San Diego, CA

Job Summary: 

  • Enters time and drafts bills for attorneys.
  • Drafts and edits a variety of legal documents.
  • Maintains paper and electronic files.
  • Opens and closes client matters/files.
  • Manages physical mail for attorneys.
  • Provides backup coverage for receptionist.
  • Answers phones and takes messages.
  • Assists attorneys in managing client contacts and emails.
  • Provides other general office tasks


Skills on Resume:

  • Time Management (Hard Skills)
  • Legal Document Drafting (Hard Skills)
  • File Management (Hard Skills)
  • Client Matter Management (Hard Skills)
  • Mail Handling (Hard Skills)
  • Receptionist Skills (Soft Skills)
  • Communication (Soft Skills)
  • Organizational Skills (Soft Skills)

2. Document Review Specialist, Goliath Solutions, Dallas, TX

Job Summary: 

  • Review stakeholder applications for accuracy and validity
  • Follow up with stakeholders needing additional information or clarification
  • Take responsibility for processing applications
  • Be responsible for generating refund requests
  • Navigate the CRM to locate, provide, and/or verify information
  • Route stakeholders to appropriate resources when necessary
  • Print and pack stakeholder materials (e.g., test admission notices, intent to grad documentation, etc.)
  • Update and maintain spreadsheets tracking application requirement information
  • Respond to general stakeholder’s inquiries


Skills on Resume:

  • Application Review (Hard Skills)
  • Stakeholder Communication (Soft Skills)
  • Process Management (Hard Skills)
  • Refund Request Management (Hard Skills)
  • CRM Navigation (Hard Skills)
  • Resource Coordination (Soft Skills)
  • Document Handling (Hard Skills)
  • Data Entry and Spreadsheet Management (Hard Skills) 

3. Document Review Specialist, Crimson Legal Group, Orlando, FL

Job Summary: 

  • Ensure the data entry of the firm's records management system is updated timely and meets the retention schedule
  • Collaborate with attorneys and other legal staff concerning material that should be maintained in hard copy form and/or destroyed
  • Monitor the firm-wide retention schedules for both physical and electronic files
  • Coordinate the return of appropriate client files to clients upon their request
  • Assist with the retrieval of physical files from off-site storage and assist with updating the firm's records management system
  • Collaborate with the Middle Office team members to create all working procedures in Word and flow charts in Visio for Asset Management, Cash Sweep, and Repo processes.
  • Develop a periodic review plan for the team
  • Guide the Middle Office team members on how to create and maintain procedures.
  • Take responsibility for reviewing documents for accuracy 


Skills on Resume:

  • Data Entry (Hard Skills)
  • Records Management (Hard Skills)
  • File Retention Monitoring (Hard Skills)
  • Client File Coordination (Soft Skills)
  • Document Retrieval (Hard Skills)
  • Process Documentation (Hard Skills)
  • Procedure Development (Hard Skills)
  • Document Review (Hard Skills) 

4. Document Review Specialist, Oakridge Consulting, Denver, CO

Job Summary: 

  • Work under the direction of Technology Transfer Associates to support client project/process transfer needs as it relates to creating documents
  • Incorporate revision requests into client-specific documents based on internal improvement projects, and feedback from operations/quality team members following execution.
  • Support subject matter experts in deploying corrective actions related to quality events.
  • Organize and archive executed engineering records
  • Open, organize, and communicate to the department daily mail received on time.
  • Organize and group mail for large corporate clients for daily communication.
  • Record daily mail for department communication and necessary case management tracking on the immigration database (Tracker).
  • Docket pertinent information such as visa validity periods, deadlines, and interview dates
  • Prepare, generate, and send letters to clients with pertinent notices received from the USCIS on time.


Skills on Resume:

  • Document Creation (Hard Skills)
  • Revision Management (Hard Skills)
  • Corrective Action Support (Soft Skills)
  • Record Organization (Hard Skills)
  • Mail Management (Soft Skills)
  • Communication (Soft Skills)
  • Database Management (Hard Skills)
  • Deadline Management (Soft Skills) 

5. Document Review Specialist, Platinum Associates, Chicago, IL

Job Summary: 

  • Perform loan documentation reviews daily for all loan types with an emphasis on obtaining signed and completed loan documents that adhere to both regulatory and bank policies.
  • Contact bank officers for assistance in tracking documents, and assist bank officers in amending or obtaining missing documents as may be appropriate.
  • Indicate on the document checklist all documents to be tracked, i.e. mortgage satisfactions, assignments, liens, etc.
  • Add ticklers to the tracking system for any exceptions or annual financial tracking that is required per the profile.
  • Distribute and follow up on assigned exceptions generated on the department’s computer tracking system to ensure that loan documents and all supporting documentation
  • Assist in Hazard and Flood Insurance Monitoring processes. 
  • Process daily insurance mail, verify adequate coverage, contact loan officers and insurance agents to assist in obtaining missing insurance documentation, and force placing canceled insurance coverage based on regulatory requirements.
  • Review incoming titles and recorded documents and remove them from tracking.
  • Identify and properly address open mortgages, judgments, liens, etc.
  • Assist the Title Review and Control Processor in placing orders, reviewing search documents to create commitments reviewing final title policies, creating invoices, and processing payments.
  • Review incoming residential real estate evaluations and appraisals.
  • Process mortgage loan files requested by Freddie Mac for their Post Funding Quality Control reviews.


Skills on Resume:

  • Loan Documentation Review (Hard Skills)
  • Document Tracking (Hard Skills)
  • Regulatory Compliance (Hard Skills)
  • Communication with Bank Officers (Soft Skills)
  • Insurance Monitoring (Hard Skills)
  • Title and Document Review (Hard Skills)
  • Problem-Solving (Soft Skills)
  • Mortgage Loan Processing (Hard Skills)