Position Summary This position is responsible for performing all the functions and processes of preparing compliant loan documents and document imaging while maintaining the quality of the bank’s electronic loan documentation. This job description reflects assignment of essential duties and is subject to change (at management discretion) at any time.
General Duties/Key Accountabilities
Prepare loan documents efficiently and in a timely manner
Imaging and indexing of appropriate documents for the bank’s imaging system
Answer questions for co-workers in written form, by telephone or in person pertaining to electronic files and preparing loan documents
Maintain accurate and compliant electronic image files for customers
Fund loans and checkback loans
Separate and index all scanned documents in a timely manner
Check images for accuracy and quality of image
Maintain document imaging system for efficiency, organization and accuracy
Control documentation for all loan types
Additional duties as assigned
Knowledge/Skills/Abilities
High school diploma or equivalent required
Accounting or banking experience encouraged
Working knowledge of all lending and imaging software, with the ability to do updates and troubleshoot programs
Proficient in the use of imaging software
Understands computer and other equipment capabilities and limitations
Ability to learn and retain a complex variety of information related to loan policies and procedures
Exceptional organizational and time management skills; ability to function well in a fast-paced environment
Competencies To perform the job successfully, an individual should demonstrate the following competencies:
Initiative – is a self-starter; recognizes what and when things need to be done; seeks out new tasks and expands abilities; works for the better needs of the business, not just his/her own position.
Judgment – makes well thought out and timely decisions; has good perspective and remains focused on critical issues; consistently adheres to and supports company policies/procedures; requires little to no supervision to produce high quality work.
Accountability – Accepts responsibility for his/her own actions; can be relied upon to complete the job required; will follow through on what he/she says they will do and holds others accountable in the workplace.
Self Aware – recognizes how his/her actions impact others; is in tune with his/her strengths and weaknesses and takes actions to improve; learns from mistakes and shows commitment to change behaviors.
Growth and Customer Focus – Provides excellent customer service to everyone; supports business and revenue growth by sharing and supporting innovative ideas; focuses on opportunities to suggest new services to customers.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The position summary does not state or imply that the above are the only duties and responsibilities assigned to this position. Employees assigned to this position will be required to perform any other job related duties as assigned by management. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.
Physical and Mental Requirements To perform the essential functions of this position, an employee must meet the following physical and mental requirements:
Frequently communicate with co-workers by phone and exchange accurate information in these situations
Occasionally lift and/or move files up to 50 pounds
Constantly operates a computer and other office equipment, such as a calculator, copy machine and printer
Occasionally drive to/from and work in various branches/locations
Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, age, gender identity, national origin, disability or veteran status