Consumer Loan Document Preparation Specialist

Consumer Loan Documentation Preparation Specialist
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Classification: Non - Exempt
Salary Grade: Pay Grade 2 - Salary based on cadidates experience within this pay grade
Reports to: AVP, Loan Operations
Date: November 2018
Accountable for preparing and reviewing consumer loan documentation and for identifying exceptions. The incumbent provides the highest quality of service to every customer.
Performance Objectives:
Compliance with bank policies and procedures related to assigned duties.
Treat every customer with the highest level of professionalism and provide exceptional customer service.
Completion of all required internal training programs.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work closely with our Central Underwriting Department and branch lenders to coordinate the scheduling of consumer loan closing appointments.
Import application data from Mortgagebot LOS into LaserPro and data enter the additional information necessary to produce the appropriate closing documents.
Ensure documents are prepared in accordance with the approved underwriting.
Deliver closing disclosures when necessary, either electronically to the borrower or via remote print to the branch lender for customer pick up.
Remotely print all closing documents to the appropriate branch lender in time for scheduled appointments with their customer.
Complete worksheets necessary to assist the Data Entry Clerk in the boarding of the account into our host system.
Assemble loan files in accordance with the Banks Credit Policy Manual inserting bar codes in preparation for imaging to the Banks imaging software.
Other Duties:
Cross training with other members of the department to assist with their duties during absences.
Perform specific projects as assigned.
Address customer inquires.
Assist in balancing duties
Scan completed files to AccuSystem.
Assist with phone inquirees from internal & external individuals.
Other duties as assigned by management to assist in the efficient functioning of the department.
Ethics/Integrity: Knowledge of practices, behaviors, applicable laws, rules and regulations governing proper business conduct.
Adaptability: Knowledge of successful approaches, tools and techniques for dealing with changes and adapting to a changing environment.
Customer Service: Works well with customers, promotes a positive image of the company, strives to solve issues raised by customers.
Productivity: Manages workload, works efficiently, meets goals and objectives.
Quality: Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve products/services.
Cooperation: Willingness to work harmoniously with others in getting a job done. Readiness to respond positively to instructions and procedures.
Supervisory Responsibility:
No supervisory responsibilities
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
Position Type/Expected Hours of Work:
Some flexibility in hours is necessary based on the location assignments, but the employee must be available during the "core" work hours of 8:30 a.m. to 4:30 p.m. Monday through Friday.
Travel for this position is limited to travel for meetings/training or helping other locations with staffing needs.
Required Education and Experience:
High school graduate or equivalent.
Preferred Education and Experience:
Generally, less than two years of banking or related experience.
Additional Eligibility Qualifications:
Strong clerical skills, good communication skills and professional appearance are necessary for this position. Proficiency with a computer, adding machine, copier, fax machine, and other office equipment are required. The ability to learn Premier, AccuSystems and LaserPro systems.
AAP/EEO Statement:
Community Bank is an equal employment opportunity employer. It is the policy of Community Bank to afford equal employment opportunity and to recruit, select, hire, train, transfer, and promote individuals in all job titles regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, Vietnam era veteran, disabled veteran, or other eligible veteran status.
(Rev. 11/2018)

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