Receive loan documentation for borrowers, guarantors and other information for commercial loan files.
Review documentation for completeness; add exceptions and ticklers as needed.
Scan documentation into specific categories and prepare proper indexing for ease of retrieval.
Accurately and efficiently image and update various loan, credit and report-related documents received from numerous departments daily into imaging system.
Review newly created digital documentation for completeness, accuracy and clarity.
Prepare and maintain the tracking imaging control log.
Organize and archive physical documentation that has been digitized for future retrieval as may be necessary for legal proceedings.
Provide training for any authorized users with potential Smart Search problematic or research issues, including loan officers, administrative assistants, internal and external auditors and regulatory agencies.
Provide feedback concerning document exceptions and/or deficiencies.
Provide assistance, research, or training to other team members, including Lending and Credit teams, or internal and external auditors.