Loan Operations Assistant – Imaging

The teammate is responsible for booking, servicing, collateral review and/or imaging for commercial and consumer loan accounts, as assigned, providing the highest quality of service to every customer and serving as a point of contact for questions and training.

Essential Functions:

• Delivers exceptional customer service by responding to questions, providing information and assistance to ensure that accounts are serviced in an accurate and timely manner
• Performs the Imaging Function and may serve as backup for Booking and Servicing and/or Collateral Review areas, as assigned:
• Imaging: Responsible for all aspects of imaging including sorting and/or preparing hard copies, scanning, indexing and quality checking; utilizes third party software to scan hardcopy files to electronic images, ensuring a quality image; performs quality checks on documents scanned to ensure accuracy; detect image errors and corrects any quality issues as needed; reviews and prepares statements for mailing; files documents and maintains records; prepares documents for storage and destruction; responds to research requests
• Booking & Servicing: Responsible for all tasks related to the uploading of a loan to the host system and the proper maintenance and servicing of loan accounts and client requests
• Collateral Review: Responsible for all collateral-related tasks to ensure the Bank’s interests are protected

Required education, experience and Skills:

• High school diploma or equivalent educational experience
• High degree of accuracy and attention to detail
• High level of computer proficiency and strong working knowledge of Microsoft Office products and similar applications; knowledge of the Jack Henry core system helpful
• Excellent customer service, communication and problem-solving skills
• Ability to work independently under pressure to meet deadlines; ability to organize and prioritize tasks