What are the responsibilities and job description for the Records Clerk position at Central Bancompany?
Position Summary:
The individual in this role will be responsible for the maintenance of customer mortgage loan files and sorting and distribution of inter-bank routing and mail.
Essential Functions:
- Maintain active and paid in full customer mortgage loan files by identifying and filing incoming documents and correspondence; ensure that documentation is accurately filed and/or scanned on a timely basis
- Sort and distribute mail to appropriate area of the Loan Servicing Center
- Scan all notes and note addendums, UCC filing statements, lease agreements, trust agreements, and power of attorney documents (when applicable) from new and conversion loan files.
- Scan extension, modification and assumption agreements that are executed and processed after the loan has closed.
- Retrieve files/documents and provide requested information via email, fax, or verbally, ensuring accurate, efficient, and courteous customer service.
- Pull paid in full loan files and deliver them to the Customer Service Department for preparation of releases; organize the paid in full loan files for permanent record retention and file accordingly.
- Perform active loan file audits on an annual basis.
- Research mailing addresses on return mail and update system, as necessary.
- Set up PUSH statement delivery and/or note statement delivery options in the mortgage loan system. Research and resolve returned email billing statement deliveries.
Qualifications:
- High school diploma or equivalent
- One year of clerical experience preferred
- Strong verbal and written communication skill
- Good customer service skills.
- Accuracy and attention to detail.
- Ability to multitask in a fast-paced environment.
- Ability to initiate work activities with minimal supervision and exercise good independent judgement.
- Organizational, time management, and problem-solving abilities.
- Thorough knowledge and understanding of regulatory and compliance issues affecting all aspects of their area of responsibility and the ability to apply such knowledge in day-to-day operations.
Approvals