Job Description
Job Description
Role and Responsibilities:
- Monitors incoming emails to Loan Operations from branches and directs the information to the appropriate person.
- Electronically files imported documents, including those for the Mortgage Loan Department, and tracks documents daily.
- Prepares documents necessary to release collateral.
- Collects and records items to State and County and delivers local.
- Performs Q&A on Synergy maintenance and assist others with Q&A as needed.
- Cross trained to back up Maintenance Clerk, Insurance Clerk, Verification Clerk, Balance Clerk, and Financial Clerk.
- Cross trained to prepare Board reports as assigned by Supervisor.
- 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.
- Has a helpful attitude with co-workers and customers.
- Strives to improve efficiency in his/her work area through cost savings.
- Has prompt and regular attendance.
- Performs other duties assigned by supervisor.
- Completes all training assigned by HR, IT, Compliance, BSA, and supervisor on a timely basis.
- Follows IT Policies and Procedures, including the diligent reporting of phishing emails.
Qualifications and Education Requirements
- High school diploma or equivalent
Preferred Skills:
- Excellent verbal and written communication skills
- Proficient in Microsoft Office Suite or related software
- Ability to follow directions and work well with others