Job Description
Insight Global is seeking a Financial Data Specialist - Contractor for a leading financial services client. This individual will support a high-volume Mortgage Warehouse and Note Finance operation by reviewing loan documentation, managing collateral records, processing shipments, and maintaining accurate data within internal systems. The ideal candidate is highly organized, detail-oriented, and capable of handling multiple priorities in a fast-paced banking environment. This is a great opportunity for someone with financial services or administrative experience who is interested in expanding their exposure to lending operations, document review, and collateral management while working with a collaborative team.
Receive and process inbound FedEx/UPS collateral shipments
Maintain collateral tracking logs and departmental reports
Download, label, organize, and manage electronic and physical loan documents
Review residential and commercial loan documentation for completeness and compliance
Identify and escalate documentation exceptions as needed
Enter collateral and loan information into internal databases with a high degree of accuracy
Respond to emails and phone inquiries from internal business partners
Pull, package, and ship loan files when requested
Provide backup support and complete callback verification tasks for team members
Assist with additional administrative and operational duties as assigned
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
High school diploma
1-3 years of experience in financial services or a professional administrative role
Strong attention to detail and organizational skills
Experience with Microsoft Excel, Word, and Outlook
Strong verbal and written communication skills
Ability to interpret documents, procedures, reports, and correspondence
Ability to multitask, prioritize workload, and meet deadlines
Nice to Have Skills & Experience
Experience reviewing mortgage, residential, or commercial loan documents
Exposure to document management and collateral processing
Banking or lending operations experience
Experience handling physical loan files and shipment tracking
Knowledge of promissory notes, allonges, security instruments, assignments, and title policies
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.