About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Support the Relationship Manager and serve as a primary client contact for mortgage-document custody and related account administration tasks for Confidential Client. Responsibilities include:

• Communicate daily with external mortgage clients and internal business partners via phone and email; explain reports and resolve inquiries.
• Manage account setup, maintenance, and oversight in accordance with policies and regulations.
• Prepare, generate, and review reports in Excel (including VLOOKUPs and pivot tables) to summarize file and account status.
• Review mortgage and collateral files to ensure they meet client criteria prior to storage (files may be retained 3 days to 30 years).
• Research and help resolve day-to-day client issues, escalating to the Relationship Manager as needed.
• Create and manage sensitive documentation such as certifications and trust receipts; handle confidential correspondence.
• Collaborate cross-functionally with internal departments and external vendors; support larger projects when assigned.

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Qualifications

• 2+ years of experience in financial services or professional customer service, or a Bachelor’s degree in lieu of experience.
• Minimum 6 months hands-on experience with Microsoft Excel, including VLOOKUPs and pivot tables.
• Customer-service orientation with strong verbal and written communication skills.
• Ability to handle confidential information with discretion and follow established policies and procedures.
• Preferred: 6+ months experience in the mortgage industry or working with mortgage documents.
• Entry-level to early-career candidates who meet the experience requirements are encouraged to apply.

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Tools & Technical Skills

• Microsoft Excel — reporting, VLOOKUPs, pivot tables
• Microsoft Outlook — daily communication and request management
• Word processing for composing complex/confidential correspondence
• Strong aptitude for learning internal systems and reporting tools

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Compensation & Benefits

• Rate: $22.00 per hour
• Position type: Contract (expected duration and assignment specifics provided by Confidential Client)
• If eligible, benefits for this temporary role may include: medical, dental & vision; 401(k) retirement plan; voluntary life & AD&D; short and long-term disability; HSA; transportation benefits; Employee Assistance Program; and applicable paid time off policies.
• Pay provided above reflects the employer’s posted range. Final pay within the range will depend on qualifications, experience, location, and other job-related factors.

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Workplace & Schedule

• Location: Minneapolis, MN (Hybrid)
• Employment type: Contract
• Experience level: Entry Level
• Application window: This posting is anticipated to close on Oct 19, 2026 (subject to change).

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.