Role and Responsibilities:
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Monitors incoming emails to Loan Operations from branches and directs the information to the appropriate person.
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Electronically files imported documents, including those for the Mortgage Loan Department, and tracks documents daily.
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Prepares documents necessary to release collateral.
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Collects and records items to State and County and delivers local.
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Performs Q&A on Synergy maintenance and assist others with Q&A as needed.
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Cross trained to back up Maintenance Clerk, Insurance Clerk, Verification Clerk, Balance Clerk, and Financial Clerk.
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Cross trained to prepare Board reports as assigned by Supervisor.
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Provides the highest level of support to their customers (front-line employees) therefore enabling the front-line employees to sell more bank products and services.
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Has a helpful attitude with co-workers and customers.
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Strives to improve efficiency in his/her work area through cost savings.
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Has prompt and regular attendance.
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Performs other duties assigned by supervisor.
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Completes all training assigned by HR, IT, Compliance, BSA, and supervisor on a timely basis.
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Follows IT Policies and Procedures, including the diligent reporting of phishing emails.
Qualifications and Education Requirements
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High school diploma or equivalent
Preferred Skills:
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Excellent verbal and written communication skills
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Proficient in Microsoft Office Suite or related software
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Ability to adapt to flexible work schedule
Commercial Bank and Trust Company is an Equal Opportunity Employer - Vets/Disabled
