1 Loan Operations - File Clerk Job in Weatherford, TX
First Bank Texas is Hiring a Loan Operations - File Clerk Near Weatherford, TX
The file clerk is responsible for maintaining an efficient and organized filing system to ensure quick and accurate retrieval of documents. This role involves sorting, filing, and indexing various records, such as correspondence, invoices, reports, loan documents and other documents. The file clerk may also be tasked with retrieving documents upon request and other clerical duties as assigned by the Loan Operations Manager.
Essential Responsibilities:
1. Sort and categorize incoming documents according to predetermined filing systems.
2. File documents accurately and promptly, ensuring that they are easily accessible and stored in the correct location.
3. Ensure that files are stored securely, and confidential information is protected.
4. Retrieve documents upon request from staff members and ensure their timely delivery.
5. Provide support to other administrative staff members as required, including photocopying, scanning, and securely emailing documents.
6. Handle incoming and outgoing mail, including sorting, distributing, and processing, as necessary.
7. Maintain cleanliness and organization in file storage areas.
8. MasterFile Process: Retrieve the necessary reports for compilation of the daily MasterFile;
assist with editing and document confirmation for booked loans: This task involves reviewing and editing documents related to booked loans to ensure accuracy and completeness. Confirm details such as loan amounts, terms, and borrower information. Address any discrepancies accordingly.
handling the necessary paperwork and documentation to finalize the release of liens on paid-off loans. This may include verifying that all payments have been received and recorded correctly
before releasing the liens and obtaining proper approval to release any collateral.
- High school diploma or equivalent.
- Previous experience in a clerical or administrative role preferred.
- Proficiency in basic computer skills, including familiarity with word processing and spreadsheet
software.
- Excellent organizational skills and diligence.
- Strong communication skills, both verbal and written.
- Ability to work independently with minimal supervision.
- Discretion and respect for confidentiality.
- Physical ability to lift and move boxes of files as needed.
Additional Requirements:
- This position may require knowledge of specific filing systems or software applications.
- Willingness to undergo background checks and security clearance, particularly for roles handling
sensitive or confidential information.
Working Conditions:
- Typically operates in an office environment.
- May require prolonged periods of sitting and repetitive tasks.
- Some lifting and bending may be necessary when handling physical files or boxes.
First Bank Texas provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Job Summary
Full Time
Banking
$36k-45k (estimate)
04/27/2024
06/26/2024
go2fbt.com
BAIRD, TX
50 - 100
1981
JOE SHARP
$50M - $200M
Banking
Related Companies
About First Bank Texas
First Bank Texas was chartered on January 13, 1885 as First National Bank, and has been serving the Big Country Area for more than 127 years. To better meet the needs of our customers, we opened an office in Clyde, Texas in 1991, and later opened a office in Abilene, Texas in April of 1995. First Bank Texas opened another office at the corner of Buffalo Gap Rd. and the Winters Freeway on March 31, 2005. First Bank Texas opened its newest Abilene office at the corner of East North 10th and Judge Ely Blvd on December 31, 2010. We have strategically positioned our offices in Abilene, Baird and Cl...yde to be serve the community. Recently we have added offices in Haskell, Mid-Cities, Munday and Stamford. First Bank Texas is a home-town bank with directors, officer, and employees who are committed to serving the community in which they work and live. Knowing customers by name and being eager to serve their needs is important in developing quality relationships. At First Bank Texas, we are committed to the tradition of providing superior service with a warm and friendly smile. In addition, we make our own decisions, we dont ask you to call an 800 number and speak to a robot nor do we ask you to call anyone out of state to help you with any situation. Each day our world becomes more technically advanced. The same is true of banking. However, at First Bank Texas we want our customers to know that no matter how advanced we become, you will never be just an account number to us.
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