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Loan Doc. Specialist I-Scanner CLD in Whitehouse at Austin Bank

Posted in General Business 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Whitehouse, Texas





Job Description:


ESSENTIAL DUTIES AND RESPONSIBILITIES:

Includes the following: Other duties may be assigned.

Employee is responsible to understand and comply with regulatory requirements for financial transactions, most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP) as it relates to specific job functions. 

Exhibits superior customer service as an Austin Bank team member. Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs.  Helps promote a loyal relationship between the customer and Austin bank.

Participates in developing a teamwork atmosphere with co-workers as part of department/branch location by attending meetings, participating in discussions, treating co-workers with respect and courtesy, and contributing to departmental goals.

Has a responsibility to stay abreast of company communications by reading publications, announcements and company e-mails, etc   Take advantage of appropriate communication channels regarding bank related business matters.   

Develop personal skills and capabilities through on-going training, as provided by the company or elsewhere subject to Company approval.

Uphold and safeguard the organizations values particularly relating to ethics, integrity, and confidentiality both internally and externally.

Provides guidance and assistance to Loan Documentation Specialists with more complex loan files.

Keeps management informed of workloads to ensure efficient functioning of department

Maintains harmony among workers and helps to resolve grievances

Trains new department staff.

Offers solutions to procedures to improve efficiency of department

Assists management in the interview process and employee reviews

Maintains the daily scanning of notes and credit life documents

Scans all files completed by post verification

Indexes all documents contained in scanned files

Indexes all Exported Pro-sign documents

Maintains and corrects indexing errors in the Director File Cabinets

Updates and deletes documents received as appropriate and scans into appropriate collateral files.  

Builds collateral files for files booked prior to December 2007 (as time allows)

Maintains uniformity in collateral file for all locations

Processes all work in a timely manner according to departmental established goals

Other duties as may be assigned by manager.

Maintains confidentiality at all times.

Reports to work regularly and promptly.

Enhances professional growth and development through current literature and in-service meetings, etc.

Maintains established department and Bank policies, procedures and objectives and quality assurance.

 



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