Summary Receives, reviews, logs and properly stores all original collateral received from Clients and closing agents; prepares original Notes and Bailee letters for shipment to takeout investors.
Duties and Responsibilities include the following:
Supervisory Responsibilities
This job has no supervisory responsibilities.
Competencies - To perform the job successfully, an individual should demonstrate the following competencies:
Problem Solving - Identifies and resolves problems in a timely manner; Works well in group problem solving situations.
Interpersonal Skills/Customer Service - Maintains confidentiality; Responds promptly to customer needs; Solicits customer feedback to improve service; Meets commitments.
Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Responds well to questions; Writes clearly and informatively; Presents numerical data effectively.
Teamwork - Balances team and individual responsibilities; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed.
Organizational Support - Follows policies and procedures; Supports organization's goals and values.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.
Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner.
Attendance/Punctuality and Dependability - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time; Follows instructions, responds to management direction; Commits to long hours of work when necessary to reach goals.
Adaptability, Initiative and Innovation - Able to deal with frequent change, delays, or unexpected events; Asks for and offers help when needed.
Qualifications - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or general education degree (GED); knowledge of mortgage documents preferred.
Computer Skills
To perform this job successfully, an individual should have knowledge of WLS (Warehouse system) software, Microsoft Word and Outlook. Must be fluent in Microsoft Excel. Ability to learn bank-specific software such as MPC, IBS, ADP, etc.
Bank Culture/Customer Service Skills
Promotes the Bank's culture, including the support of our Brand promise and Core Values.
Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Other Skills and Abilities
Must be comfortable with data entry and general clerical duties. Must be detail oriented, organized, flexible and possess good communication skills. Ability to thrive in a fast-paced environment.
Physical Demands While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and /or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus.
Work Environment The noise level in the work environment is usually moderate.
This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.
Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law.
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