What are the responsibilities and job description for the Loan Operations Clerk I position at Community Trust Bank?
JOB RESPONSIBILITIES
- Performs a variety of clerical duties related to the establishment and maintenance of customer records.
- Provide accurate processing of Laser Pro documents (Consumer Loans) to all Loan Officers in a timely manner.
- Review Loan Documentation Request to insure information is correct and advise Loan Officers of any needed changes to be made to Loan Document Preparation.
- Answering incoming calls from Loan Officers and providing information as needed to assist in the loan process.
- Performs accurate set-up of customer information, relationship linking, and merging customer records on all Indirect Loans.
- Assist the Funding Department Loan set up for the Indirect Loans. Also help with deposits for Dealership and General Ledger entries associated with the batching and balancing of loans.
- Ensures all actions performed are in compliance with government regulations and organizational policies and procedures.
SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE
- Position normally requires a high school diploma or GED plus such practical knowledge and skills as would be learned on the job.
- Over six months and up to two years of experience.
- Excellent Computer skills with knowledge of Word and Excel Software.
- Excellent 10 key calculator skills.
- Excellent organizational skills.
- Confidentiality.
- Ability to use necessary office equipment.
- Demonstrated ability to carry out prescribed assignments on a day-to-day basis.
- Refers questionable matters to supervisor.
WORKING CONDITIONS
- Works in a production oriented atmosphere. Environment may be noisy. Temperature may fluctuate to maintain equipment in optimal conditions.
- Works under regular supervision based on demonstrated proficiency in carrying out assigned responsibilities.
The above statements are intended to describe the general nature and level of work to be performed by personnel assigned to this job. This information is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel assigned to this position.
