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
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