What are the responsibilities and job description for the Palo Pinto - Loan File Clerk position at First Bank Texas?
LOAN OPERATIONS – FILE CLERK
A file clerk plays a crucial role in organizing, managing, and maintaining physical or electronic records within the bank.
Job Summary:
The file clerk is responsible for maintaining an efficient and organized filing system to ensure quick and accurate retrieval of documents. This role involves sorting, filing, and indexing various records, such as correspondence, invoices, reports, loan documents and other documents. The file
clerk may also be tasked with retrieving documents upon request and other clerical duties as assigned by the Loan Operations Manager.
Essential Responsibilities:
1. Sort and categorize incoming documents according to predetermined filing systems.
2. File documents accurately and promptly, ensuring that they are easily accessible and stored in the correct location.
3. Ensure that files are stored securely, and confidential information is protected.
4. Retrieve documents upon request from staff members and ensure their timely delivery.
5. Provide support to other administrative staff members as required, including photocopying, scanning, and securely emailing documents.
6. Handle incoming and outgoing mail, including sorting, distributing, and processing, as necessary.
7. Maintain cleanliness and organization in file storage areas.
8. MasterFile Process: Retrieve the necessary reports for compilation of the daily MasterFile; assist with editing and document confirmation for booked loans: This task involves reviewing and editing documents related to booked loans to ensure accuracy and completeness. Confirm details such as loan amounts, terms, and borrower information. Address any discrepancies accordingly.
A file clerk plays a crucial role in organizing, managing, and maintaining physical or electronic records within the bank.
Job Summary:
The file clerk is responsible for maintaining an efficient and organized filing system to ensure quick and accurate retrieval of documents. This role involves sorting, filing, and indexing various records, such as correspondence, invoices, reports, loan documents and other documents. The file
clerk may also be tasked with retrieving documents upon request and other clerical duties as assigned by the Loan Operations Manager.
Essential Responsibilities:
1. Sort and categorize incoming documents according to predetermined filing systems.
2. File documents accurately and promptly, ensuring that they are easily accessible and stored in the correct location.
3. Ensure that files are stored securely, and confidential information is protected.
4. Retrieve documents upon request from staff members and ensure their timely delivery.
5. Provide support to other administrative staff members as required, including photocopying, scanning, and securely emailing documents.
6. Handle incoming and outgoing mail, including sorting, distributing, and processing, as necessary.
7. Maintain cleanliness and organization in file storage areas.
8. MasterFile Process: Retrieve the necessary reports for compilation of the daily MasterFile; assist with editing and document confirmation for booked loans: This task involves reviewing and editing documents related to booked loans to ensure accuracy and completeness. Confirm details such as loan amounts, terms, and borrower information. Address any discrepancies accordingly.
9. Process paid files and releases of liens: Processing paid files and releases of liens involves handling the necessary paperwork and documentation to finalize the release of liens on paid-off loans. This may include verifying that all payments have been received and recorded correctly before releasing the liens and obtaining proper approval to release any collateral.
Qualifications:
Working Conditions:
Reasonable accommodations statement
First Bank Texas is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Bank Texas will take steps to ensure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact LaShanna Rowe, VP Human Resources (325) 793-5029, lashanna.rowe@go2fbt.com Employment with First Bank Texas is contingent upon the outcome of record checks and verifications including, but not limited to, criminal history, credit checks, employment verifications, reference checks, and employment eligibility verifications.
Qualifications:
- High school diploma or equivalent.
- Previous experience in a clerical or administrative role preferred.
- Proficiency in basic computer skills, including familiarity with word processing and spreadsheet software.
- Excellent organizational skills and diligence.
- Strong communication skills, both verbal and written.
- Ability to work independently with minimal supervision.
- Discretion and respect for confidentiality.
- Physical ability to lift and move boxes of files as needed.
- This position may require knowledge of specific filing systems or software applications.
- Willingness to undergo background checks and security clearance, particularly for roles handling
Working Conditions:
- Typically operates in an office environment.
- May require prolonged periods of sitting and repetitive tasks.
- Some lifting and bending may be necessary when handling physical files or boxes.
Reasonable accommodations statement
First Bank Texas is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Bank Texas will take steps to ensure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact LaShanna Rowe, VP Human Resources (325) 793-5029, lashanna.rowe@go2fbt.com Employment with First Bank Texas is contingent upon the outcome of record checks and verifications including, but not limited to, criminal history, credit checks, employment verifications, reference checks, and employment eligibility verifications.
