• Imaging loan documentation within the bank’s electronic filing platform.
• Performs annual escrow analysis and monthly disbursements.
• Administer loan data in compliance with pre-approved loan terms and according to loan policy and regulations.
• Assists in tracking and maintaining loan exceptions.
• Assists in document preparation and quality review of new and renewed loans.
• Performs other duties as assigned and directed by management.

Equipment Operated

Calculator, fax, copier, telephone, computer printer, and a PC with the following computer software: Jack Henry Silverlake, Jack Henry Vertex System, Jack Henry Synergy, Certegy Credit Card, ABS Bank Manager, Finastra Laser Pro, Cognos Impromptu, Adobe Acrobat, Word and Excel.

Work Environment

Work is performed primarily at a desk with regular contact with employees and customers, in person and on the phone. The noise level in the work environment is usually moderate.

Physical Demands

The employee is required to sit at a desk for the majority of the shift. While performing the duties of this job, the employee is required to communicate effectively with others, sit, stand, walk, and use hands to handle keyboard, telephone, paper, files, and other equipment and objects. The position requires the ability to review detailed documents and read computer screens. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job responsibilities.

Employee Acknowledgment

This job description describes the general nature and level of work performed by employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by the supervisor. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.

Employee Signature: Date:

(EOE/AAE/M/F/D/V)

Qualifications

• Associates degree in business, finance, or a related field or equivalent professional experience.
• Minimum of two to five years’ experience working in a financial institution.
• Minimum of two years’ experience working with loans.