Document Analyst (Carrollton) at Crescent Bank & Trust, Inc in Carrollton, Texas

Job Description:

Crescent Bank is looking for a talented professional to fill an open position as a Document Analyst. The primary function of this position is to support the funding process. This position provides clerical support through the loan origination process working directly with funding analysts, credit officers, dealers and customers, as well as other external sources to validate the accuracy of the information received. 

Company Profile:

Crescent Bank is a privately owned, state chartered, FDIC insured commercial bank.  We have been in business for over 25 years and are located in over 20 states.  While our primary business is providing auto loans to those who have a hard time securing a loan, we also provide a variety of personal and business banking services throughout Louisiana.  We strive for employee advancement and growth.  We offer a wide variety of benefits.  Unlike your average bankers, we actually have fun.  

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  Paid Vacation, Personal, Holiday, Bereavement, and Jury Duty
  


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  Medical, Dental, and Vision Insurance
  


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  AD&D and Multiple Life Insurances
  


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  Long and Short Term Disability Insurance
  


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  Flexible Spending Accounts (Medical and Dependent)
  


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  Wellness Programs
  


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  401(k) with Company Match
  


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  Tuition Reimbursement
  


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  Free No Fee Savings and Checking Accounts
  

Essential Duties and Responsibilities:

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  Process incoming supporting documentation received from dealers, customers and external sources in all aspects of the funding process.
  


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  Review Retail Installment Sales Contract and supporting documents for completeness and compliance with state and federal laws, as needed.
  


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  Complete due diligence on outstanding verifications in compliance with company policies, including but not limited to verification of employment, income, and insurance, as needed.
  


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  Communicate, both verbally and written in a professional, concise and positive manner and tone.
  


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  Handle incoming customer service calls on a shared/rotating internal phone system.
  


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  Proactively manage time, balance daily workflow and demonstrate the ability to consistently follow up on pending issues.
  


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  Works effectively as part of a team atmosphere to perform duties and achieve daily operational goals
  


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  Meets productivity standards in accordance with Crescent Bank’s confidentiality policies and organizational values
  


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  Performs additional duties as needed within the department
  

Position Requirements:

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  High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
  


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  Proficient in the use of personal computers and applications including Microsoft Office and Outlook
  


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  Strong communication, organizational and time management skills
  

Equal Opportunity Employer/Veterans/Disabled