Loan Vault Clerk

Position Title: Loan Vault Clerk

Department: Loan Operations

Supervisor: Loan Operations Supervisor

Pay Scale: Grade Level 5; Non-exempt

POSITION SUMMARY

This position is responsible for all loan vault activities in regard to the filing and pulling of loan files. Responsible for audit of scanned loan documentation and making corrections as necessary. Responsible for scanning all new loan documentation and additional supporting loan documents.

ESSENTIAL ACTIVITES

• Assist staff in the filing and/or removal of loan files
• Maintain checked-out loan file spreadsheet
• Audit paid notes
• Audit scanned loan documentation
• Update/delete note ticklers
• Verify, scan and file supporting loan documentation
• Scan and file block tickets
• Scan and file credit denials/withdrawals
• Maintain credit files
• Audit of tax return documents uploaded into Director system
• Prepare and file collateral vault files – monthly
• Audit loan files - quarterly

ADDITIONAL DUTIES 

• Create labels for new loans as needed
• Organize boarding data sheets
• Process loan payments/transfers using TMS
• Assist customers on the telephone
• Various backup procedures
• Other duties as assigned

EDUCATION AND EXPERIENCE

• High school diploma or equivalent.
• Two-year College/Vocational degree in related field and/or 1 year loan operations and/or banking experience or 1 year related office experience.

KNOWLEDGE, SKILLS AND ABILITIES

• Knowledge of basic accounting functions.
• Knowledge of basic banking functions.
• Knowledge of keyboard, calculator, scanner and other general office equipment.
• Basic computer knowledge.
• Proficient in the use of Word and Excel.
• Above average organizational skills.
• Above average time management skills.
• Average degree of initiative and independence.
• Above average degree of analytic, written and oral communication skills.
• Well-developed interpersonal skills.
• Valid driver’s license

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS