Pay Range: $15.44 USD to $17.36 USD
Summary: Assist with the management of scanned documents within the imaging system so they can be easily retrieved at a later time. Maintain files, assuring accuracy and completeness. This would include keypunching alpha/numeric entries into an indexing field, verifying that all pages are in the system legibly and making sure documents are in the appropriate cabinet and document types. Performs general loan quality control support duties.
All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cyber security, and risk management best practices, as well as complying with all applicable laws, regulations, and organizational policies.
Responsibilities: include but are not limited to the following. Other duties may be assigned.
- Accurately key or scan document data into imaging system, ensuring all information is properly filed, indexed and cross-referenced through electronic means. Properly review and checkback scanned documents to ensure accuracy of electronic files.
- Maintain records for documents using a variety of media that includes storage logs, classification and retrieval records. Maintain original documents in fireproof storage cabinets.
- Assist in monitoring the proper handling and storage of documents and appropriate back-up procedures. Report any handling/storage discrepancies to the appropriate supervisor.
- Assist in proper disposal of records and documents according to established guidelines and schedules.
- Assist with the quality control aspect of loan documentation by identifying deficiencies, technical exceptions and reporting them to the appropriate supervisor and loan officer.
- Maintain an overall understanding of all functions that are performed in the Loan Quality Control department.
- Assist in effectively communicating indexing requirements and interrelationships between indexers, loan officers and loan support personnel.
- Research and answer loan inquiries from Bank employees and customers.
- Maintains system and controls that ensure complete and accurate credit and collateral files on an ongoing basis. This includes maintaining collateral insurance coverage, tracking and perfecting collateral documents, maintaining complete financial information and other credit documentation.
- Correct errors identified by reconciliation procedures. Understand the integration of the general ledger and the various reports produced by CSI.
Qualifications and Skills: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education/Experience:
- High school diploma or equivalent required.
- Data entry experience preferred.
Knowledge/Skills/Abilities:
- Ability to respond to common inquiries or complaints from customers, co-workers or vendors.
- Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management.
- Ability to define problems, collect data, establish facts and draw valid conclusions.
- Must understand and comply with company policies and procedures.
- Must have the ability to maintain a friendly, helpful and courteous attitude when working with customers or co-workers under diverse conditions.
- Must have the ability to accurately and quickly complete standard mathematical calculations.
- Ability to apply concept such as fraction, percentages, rations and proportions to practical situations.
- Ability to use a calculator, computer and applicable software.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must have the ability to lift and carry 25 pounds for a distance of 50 feet.
Intent and Function of Job Descriptions: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills or working conditions. The duties and responsibilities enumerated are essential job functions except for those that begin with the word “May.”
Banterra promotes an Equal Employment Opportunity workplace which includes reasonable accommodation of otherwise disabled applicants and employees. Please see your supervisor should you have any questions about this policy or these job duties.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts. Banterra maintains its status as an at-will employer.
Preferred
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Data entry experience preferred.
Required
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
