This role is responsible for entering new loan, maintenance, modification, and monetary transaction data into the commercial loan system accurately and efficiently. The position also maintains the original document File Room, including daily filing and scanning. Additional duties may include audit support, disaster recovery of loan documents, and ordering department supplies. This is a hybrid position which requires in office hours.
Minimum Qualifications:
- High school diploma/GED required. A college degree or administrative experience required.
- Strong PC knowledge specifically Microsoft Word and Excel.
- Ability to retrieve files weighing approximately 5 to 10 pounds from 7-foot-high shelving units. Safety ladder is provided. Bending and stretching is also required.
Preferred Qualifications:
- Knowledge of filing procedures.
- Excellent numeric input and typing skills.
- Good oral communication skills.
- Ability to work independently with minimal supervision.
- Math and/or accounting aptitude.
- Prior knowledge of loan documentation is helpful.
- Experience in Access helpful.
Principal Activities and Duties:
- Become proficient in commercial loan system functions.
- Accurately input new commercial loans, maintenance, and modification data onto the commercial loan system.
- Accurately input monetary transactions onto the commercial loan system.
- Balance batches prior to nightly processing.
- Maintain the original loan document file room including daily filing of original document files, keeping files in good repair, and following up on signed out files.
- Scan and index original loan documentation.
- Disaster recovery document maintenance.
- Verify collateral upon receipt and confirm appropriate authorization prior to issuing Letters of Credit.
- Supplies coordinator.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank’s risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
