What are the responsibilities and job description for the Loan Doc. Specialist- Scanner CLD in Whitehouse position at Austin Bank?
Includes the following: Other duties may be assigned.
Employee is responsible to understand and comply with regulatory requirements for financial transactions, most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP) at it relates to specific job functions.
Exhibits superior customer service as an Austin Bank team member. Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs. Helps promote a loyal relationship between the customer and Austin bank.
Participates in developing a teamwork atmosphere with co-workers as part of a department/branch location by attending meetings, participating in discussions, treating co-workers with respect and courtesy, and contributing to departmental goals.
Has a responsibility to stay abreast of company communications by reading publications, announcements and company e-mails, etc. Take advantage of appropriate communication channels regarding bank related business matters.
Develop personal skills and capabilities through on-going training, as provided by the company or elsewhere subject to Company approval.
Uphold and safeguard the organizations values particularly relating to ethics, integrity, and confidentiality both internally and externally.
Provides guidance and assistance to Loan Documentation Specialist with more complex loan files.
Keeps management informed of workloads to ensure efficient functioning of department.
Maintains harmony among workers and helps to resolve grievances.
Trains new department staff.
Offers solutions to procedures to improve efficiency of department.
Assist management in the interview process and employee reviews.
Maintains the daily scanning of notes and credit life documents.
Scans all files complete by post verification.
Indexes all documents contained in scanned files.
Indexes all Exported Pro-sign documents.
Maintains and corrects indexing errors in the Director File Cabinets.
Updates and deletes documents received as appropriate and scans into appropriate collateral files.
Builds collateral files for files booked prior to December 2007 (as time allows).
Maintains uniformity in collateral file for all locations.
Processes all work in a timely manner according to departmental established goals.
Other duties as may be assigned by manager.
Maintains confidentiality at all times.
Reports to work regularly and promptly.
Enhances professional growth and development through current literature and in-service meetings, etc.
Maintains established department and Bank policies, procedures, and quality assurance.