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Document Review Associate Jobs in Wisconsin (NOW HIRING)

Leapros Skilled Trades

Project Coordinator

Milwaukee, WI · On-site

$65K - $70K/yr

Associate or Bachelor's degree in Construction Management, Business, or a related field preferred ... Specific vision abilities required for close-up computer work and document review. * Light to ...

Gehl Food and Beverage

Documentation Coordinator

Germantown, WI · On-site

$25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Review documents for completeness and accuracy using established checklists and SOPs * Maintain ... High school diploma required; associate's or bachelor's degree in a related field (FSQ, science ...

Gehl Foods LLC

Documentation Coordinator

Germantown, WI · On-site

$25 - $29/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Review documents for completeness and accuracy using established checklists and SOPs * Maintain ... High school diploma required; associate's or bachelor's degree in a related field (FSQ, science ...

Gehl Food & Beverage

Documentation Coordinator

Germantown, WI

$25 - $29/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Review documents for completeness and accuracy using established checklists and SOPs * Maintain ... High school diploma required; associate's or bachelor's degree in a related field (FSQ, science ...

WHR Global

Relocation Associate

Pewaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Review and manage home sale documentation, including marketing agreements, listing agreements, and ... Associate or bachelor's degree in applicable field is preferred (Communications, Business, Social ...

UMB Financial

Tax-Retirement Analyst III

Milwaukee, WI · On-site

$51K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Document/review workflow and procedures * Manage and resolve year-end tax reporting deadlines ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Tax-Retirement Analyst III

Milwaukee, WI · On-site

$51K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Document/review workflow and procedures * Manage and resolve year-end tax reporting deadlines ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

WHR Global

Bilingual / Spanish Relocation Associate

Pewaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Review and manage home sale documentation, including marketing agreements, listing agreements, and ... Associate or bachelor's degree in applicable field is preferred (Communications, Business, Social ...

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Showing results 41-60

All JobsDocument Review Associate JobsDocument Review Associate Jobs in Wisconsin

Document Review Associate information

What are the key skills and qualifications needed to thrive as a document review associate?

To thrive as a Document Review Associate, you need strong analytical skills, attention to detail, and a legal background—often with a JD or paralegal certification. Familiarity with e-discovery platforms like Relativity, Concordance, or Everlaw is commonly required. Excellent organizational abilities, time management, and clear written communication are standout soft skills in this role. These skills ensure accurate, efficient document analysis and compliance with legal standards in high-volume, deadline-driven environments.

What is a document review associate?

A Document Review Associate is a legal professional responsible for examining and analyzing documents relevant to legal cases, investigations, or regulatory matters. They typically review emails, contracts, and other records to determine their relevance, confidentiality, or privilege in the context of litigation or compliance. Document Review Associates often work for law firms, corporations, or third-party vendors and may use specialized software to organize and tag documents for legal teams. This role requires strong attention to detail, understanding of legal concepts, and the ability to handle large volumes of information efficiently.

What are some common challenges faced by document review associates, and how can they be managed effectively?

Document Review Associates often encounter challenges such as managing large volumes of data, meeting tight deadlines, and maintaining accuracy under pressure. It is essential to develop strong organizational skills, attention to detail, and familiarity with review platforms. Regular communication with team leads and colleagues can help clarify expectations and address any uncertainties, while staying updated on best practices ensures efficiency and quality in the review process.

What are the most commonly searched types of Document Review jobs in Wisconsin?

The most popular types of Document Review jobs in Wisconsin are:

What cities in Wisconsin are hiring for Document Review Associate jobs?

Cities in Wisconsin with the most Document Review Associate job openings:

Document Review Associate jobs near you

Deposit Account Review Specialist

The Bank of New Glarus

New Glarus, WI • On-site

$18.50 - $25.50/hr

Full-time

Posted 14 days ago

Job description

Job Summary:
The Deposit Account Review Specialist is responsible for centralized quality control review of new deposit accounts, existing account maintenance activities, and fraud alert monitoring. This position ensures timely account review, accurate documentation, regulatory compliance, and consistent operational practices across all branch locations. The role serves as a key risk management function by identifying account opening and maintenance errors, monitoring correction timelines, reviewing fraud alerts through Verafin, and supporting audit readiness. This position strengthens internal controls, enhances customer experience through timely issue resolution, and promotes operational efficiency across the organization.
Supervisory Responsibilities: None
Duties/Responsibilities:
  1. Perform quality control reviews of all new deposit accounts and customer records within established service standards.
  2. Review account documentation for completeness, accuracy, compliance, and adherence to bank policies and procedures.
  3. Identify, document, and communicate account opening and maintenance exceptions through Salesforce or other designated systems.
  4. Monitor and track correction timelines, ensuring timely resolution of identified deficiencies.
  5. Coordinate with branch personnel to obtain missing documentation and resolve account discrepancies.
  6. Conduct account title and ownership reviews to ensure records accurately reflect customer intent and legal ownership structures.
  7. Perform quality control reviews of account maintenance activities to ensure compliance with policies and procedures.
  8. Maintain documentation supporting account review findings, corrective actions, and resolution status.
  9. Review, investigate, and disposition fraud alerts generated through Verafin and other monitoring systems.
  10. Analyze account activity and transactions to identify potentially suspicious or fraudulent activity.
  11. Coordinate with frontline bankers and other departments to obtain information necessary to resolve fraud alerts and investigations.
  12. Document findings and maintain accurate records within Verafin and other applicable systems.
  13. Escalate potentially suspicious activity and significant operational concerns to management and compliance personnel as appropriate.
  14. Assist in the preparation of reports, exception tracking, trend analysis, and management reporting.
  15. Support internal and external audits by gathering documentation and responding to information requests.
  16. Promote consistent operational procedures and best practices across all branch locations.
  17. Serve as a resource regarding account documentation requirements, account titling standards, and deposit operations procedures.
  18. Helps promote a culture of regulatory compliance and safe and sound banking practices.
  19. Knows and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws.
  20. Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA).
  21. Undertakes special projects and duties as assigned.

Required Skills/Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  1. Must be able to analyze account documentation, transaction activity, and operational processes to identify exceptions, errors, and potential risks.
  2. Must be able to interpret and apply bank policies, procedures, regulatory requirements, and compliance standards.
  3. Must possess strong investigative, analytical, and problem-solving skills.
  4. Must demonstrate strong organizational skills and the ability to manage multiple priorities and deadlines.
  5. Must possess excellent written and verbal communication skills and the ability to work effectively with employees across all departments.
  6. Proficient with personal computers, Microsoft Office applications, core banking systems, Salesforce, Verafin, and other bank software platforms.
  7. Ability to maintain confidentiality and exercise sound judgment when handling sensitive customer and bank information.
  8. Strong attention to detail with a high degree of accuracy.
  9. Ability to work independently while maintaining accountability for assigned responsibilities.

Education and Experience:
Associate's degree in Business, Finance, Accounting, or related field preferred. Equivalent banking experience may be considered in lieu of formal education.
A minimum of three to five years of banking experience required, with experience in deposit operations, account opening, branch operations, compliance, fraud monitoring, audit support, or a related banking discipline preferred.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of those jobs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit for prolonged periods of the workday; use hands and fingers; reach with hands and arms; talk plainly and hear accurately. The employee frequently is required to walk. The employee is occasionally required to stand, reach, stoop, kneel, and crouch. The employee must regularly lift and/or move up to ten pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus.
Travel Requirements:
Occasional travel to branch locations may be required for training, audits, operational reviews, meetings, and other business purposes.
BNG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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