Financial Document Review Specialist

CornerStone Staffing is hiring for the financial services industry that supports loan and lending operations. If you excel in accuracy, organization, and maintaining compliant financial documentation, this Financial Document Review Specialist role may be the perfect fit.

Financial Document Review Specialist

Location: Winston-Salem, NC | Onsite

COMPENSATION & SCHEDULE

• Pay: $20.47 / hour

• Training: Monday – Friday, 8:00 AM – 5:00 PM

• Regular Schedule: Tuesday – Saturday, working an 8-hour shift between the hours of 7:00 AM – 6:00 PM

ROLE IMPACT

The Financial Document Review Specialist plays a critical role in supporting finance operations by reviewing, validating, and maintaining financial and loan-related documentation to ensure accuracy, completeness, and compliance with internal policies and regulatory standards. Success in this role is measured by attention to detail, timely document processing, and the ability to manage multiple priorities while maintaining high service and quality standards.

KEY RESPONSIBILITIES

• Provide professional and timely support to dealer partners by responding to documentation and verification inquiries

• Review and validate financial and loan documentation for accuracy, completeness, and compliance with established guidelines

• Attach, index, and organize financial document packages, ensuring accurate records of collateral, invoices, and supporting materials

• Identify, track, and resolve missing, incomplete, or discrepant documentation

• Conduct customer verification calls related to financial documentation and loan proceeds confirmations

• Maintain organized, audit-ready files in accordance with internal controls and regulatory requirements

• Support and mentor junior team members while assisting with escalated or complex document review issues

• Execute reporting tasks and provide departmental support as directed by leadership

REQUIRED QUALIFICATIONS

• 2+ years of experience in financial document review, loan documentation, processing, or financial operations

• Strong attention to detail with a proven track record of accuracy in document and data review

• High school diploma or equivalent (Bachelor’s degree not required)

• Demonstrated job stability (minimum of 1 year in previous roles)

• Must live within a 30-mile radius of Winston-Salem, NC

• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment

• Strong organizational, time management, and problem-solving skills

• Comfortable with flexible scheduling to meet business needs

CORE TOOLS & SYSTEMS

• Microsoft Office Suite (Word, Excel, Outlook)

• Financial documentation and verification systems (training provided)

PREFERRED SKILLS

• Bachelor’s degree in Business, Finance, or a related field a plus

• Experience in retail, indirect financing, or financial services

• Strong decision-making and prioritization skills

• Advanced computer proficiency and customer service experience

APPLICATION PROCESS INCLUDES

• In-person interview

• Background check (criminal record, education, and employment verification)

• Drug screen

• Clerical testing

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