Job Information

TIAA Bank TIAA Bank Sr Document Specialist in Parsippany, New Jersey

The Document Specialist Senior job assists with document preparation, production, and storage archival. While working independently under general supervision, this job performs document control by reviewing and revising documents prior to them being approved for use and sent to clients. Additionally, the job will be responsible for maintaining the company's document library as well as working with the company's Information Technology (IT) to implement new document generation technology. This job will perform monthly audits to ensure transactions are being documented in accordance with company approvals.

Key Responsibilities and Duties

  • Drafts contractual amendments based on the guidelines provided in policy.

  • Reviews third party transaction documents for single contract use.

  • Using tools provided by Legal, reviews and approves third party transaction documents for ongoing program use.

  • Consult with all functional areas of the business when necessary to approve a document or contract for programmatic uses.

  • Organizes and oversees legal files and materials so that they are easily accessed and retrieved without compromising the confidentiality or privacy of the information they contain.

  • Proofreads documents and processes for accuracy and completeness.

  • Responsible for maintaining the document library and ensuring all required approvals are obtained and archived accordingly.

  • Responsible for performing monthly document audits to confirm the documentation was executed in accordance to company policy.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 2+ Years Required; 3+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level


Required Qualifications

  • 2 years of contract review or paralegal experience

Preferred Qualifications

  • Paralegal certification or paralegal experience strongly preferred

  • Experience reviewing documents in the Banking or Financial Services industry

  • Proficient in Microsoft Office suite

  • Experience with a document generation & management system (ex. Quadient)

  • Technically savvy

  • Attentive to detail

  • Able to work independently


Potential Salary: $78,000.00 USD

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here ( .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755


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