File Management Admin at Sandy Spring Bank in Columbia, Maryland

Job Description:

File Management Admin

Location: Columbia, MD

About Us

Are you someone who seeks opportunity and has a true desire to grow your career with an organization that has enriched the lives of its clients and communities in the Greater Washington region for more than 150 years? If so, Sandy Spring Bank may be the perfect fit for you!

Sandy Spring Bank is a growing financial services company focused on creating real experiences for our employees, clients, shareholders and communities. We are proud to have been certified as A Great Place To Work, recognized by The Washington Post and the Baltimore Sun as a Top Workplace, by Forbes magazine as the #1 Bank in Maryland, as well as by American Banker as a Best Bank to Work For. It is our employees who play an integral role in shaping who we are as a company and upholding what matters most to us: people and relationships.

To help us attract the highest quality individuals, we offer a comprehensive benefits package to those who qualify. We offer competitive market salaries, paid time off, multiple retirement savings options, full health care options, life insurance, health care and dependent care flexible spending accounts, career development opportunities, tuition assistance and volunteer opportunities. We are proud to offer those, and so much more, making Sandy Spring Bank a remarkable place to work and build a career.

About The Job

Sandy Spring Bank is currently recruiting for a File Management Adminin the Loan Administration Department. If you are the chosen candidate, you will be responsible for, under general supervision, performing general paper filing for all loan note types. Duties include imaging, indexing and electronic uploading of documents. Must accurately identifies documents associated with each type of loan to ensure accuracy of the filing. Job is responsible for accurate record keeping for files sent to retention.

Areas of focus:

• Collaborates and provides documents to Legal for requests specific to Loan documentation. Following all policies and procedures set forth by the Legal department. Provides information requested prior to deadlines.

• Responsible for intermittent imaging/uploading of essential documents and follow up documentation using Wassau's software and specific equipment

• Conducts monthly note audit of all loans booked the prior month by the 15th of each month. Works with loan business lines to track outstanding items. Any issues reported to the Department Team Leader.

• Maintain requests for documents from users for documents through CX360 platform. Responsible for timely responses to user Service Requests, changing of status request and follow up until resolved.

• Assist business lines in providing documents from electronic or paper files and payment histories in all internal/external exams.

• Inventories all paid physical files/note jackets routinely. Ensuring they are sent to in-house retention.

• Provides review of documents uploaded from nCino to Optima to ensure documents have been appropriately uploaded. Reports any issues to Team Leader immediately.

• Responsible for the daily collection and distribution of the daily mail for both Loan Support, Loan Servicing and Credit Administration.

Required Skills:

* 1 to 2 years work experience in lending and to have general knowledge of loan documentation. General understanding of bank operations need to correctly process transactions necessary.

* Ability to operate standard office equipment. Average to above average experience using personal computers systems including all office suites and windows navigational skills.

* Accuracy and astute attention to detail are required. Above average organizational skills and ability to multi-task and meet tight deadlines are a must.

* Position requires external and internal contact in seeking or supplying routine information. Appropriate interpersonal and telephone skills needed to maintain a positive rapport throughout the organization.

* Work is under general supervision where standard practice enables the employee to operate alone on routine work, referring questionable situations to supervisor.

Sandy Spring Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We maintain a drug-free workplace environment and perform pre-employment substance abuse testing.

Sandy Spring Bank requires COVID-19 vaccination(s) as a condition of employment for all employees. Submission of Covid-19 Vaccination Card is required if hired. Accommodations may be available for those who are unable to be vaccinated for medical or religious reasons.

If you require a reasonable accommodation to apply for a position, please call our job line at 1-800-399-5919 and select option 5. Requests are considered on a case-by-case basis.