What are the responsibilities and job description for the Loan Operations, Document Management, and Reconciliation Support Specialist position at First Community Bank?
Description
At First Community Bank, we are committed to making our community, the places where we live and work, a better place each day. With a true focus on “community banking,” employees find that they can make an impact through company-sponsored programs such as paid volunteer time, matching gifts for charitable contributions, and team participation in charitable events. Through a comprehensive wellness program, employees and their families challenge themselves to healthier lifestyles and receive the necessary motivation and tools. With over 50 locations in four states, First Community Bank offers competitive benefits and the personal service you would expect from a company that knows your community. We welcome all applicants and look forward to new colleagues joining our community!
The Loan Operations, Document Management, and Reconciliation Support Specialist will Assist Loan Operations - Loan Servicing and Collateral Management Departments. They will provide support to the branches and customers. They will provide general back-up as needed within the Document Management and Reconciliation areas.
Duties And Responsibilities
Loan Operations
At First Community Bank, we are committed to making our community, the places where we live and work, a better place each day. With a true focus on “community banking,” employees find that they can make an impact through company-sponsored programs such as paid volunteer time, matching gifts for charitable contributions, and team participation in charitable events. Through a comprehensive wellness program, employees and their families challenge themselves to healthier lifestyles and receive the necessary motivation and tools. With over 50 locations in four states, First Community Bank offers competitive benefits and the personal service you would expect from a company that knows your community. We welcome all applicants and look forward to new colleagues joining our community!
The Loan Operations, Document Management, and Reconciliation Support Specialist will Assist Loan Operations - Loan Servicing and Collateral Management Departments. They will provide support to the branches and customers. They will provide general back-up as needed within the Document Management and Reconciliation areas.
Duties And Responsibilities
Loan Operations
- Coordinate obtaining, tracking, follow-up, and storage of collateral documents.
- Assist with researching issues regarding collateral files and documents.
- Assist Legal Department with subpoena and research requests
- Work up courier and FedEx boxes and disburse.
- Provide support to departments within the Bank relative to collateral/insurance documents as needed.
- Log in/out loan files to OPUS system.
- Make a daily vault trip to deliver and file new loan files and pull closed loans per email from JHA Know.
- Work incoming missing documents to identify documents for indexing.
- Perform necessary procedures to perfect collateral types including Deed of Trust, Assignment of Rents, Lienholder Statement (WV), DMV titles, Uniform Commercial Codes, etc.
- Backup to daily review of loan maintenance for accuracy to core.
- Assist with pulling tax tickets and researching delinquent taxes/insurance.
- Assist with department special projects.
- Pull over and import new loans to OPUS program. Print labels. Move e-sign loans on Loan Operations tracking and give folders to Collateral Management Department to check in with loans files to go to Bluefield vault.
- Perform quality control of paid out files on Synergy and report discrepancies to Document Management.
- Assist with payment posting as necessary.
- Work Track-Its assigned to Loan Operations.
- Backup to preparation of daily reconcilements and upload to Synergy timely for review.
- Assist internal as well as external customers in a timely and professional manner.
- Prepare deposit, loan, customer, and department specific documents for the imaging process.
- Remove non-essential materials and organize documents according to business process.
- Import electronic/scan documents into the electronic imaging system.
- Analyze electronic documents for image quality, clarity, and rotation.
- Index documents to their respective cabinets within the electronic imaging system.
- May assist internal departments with imaging according to their business need.
- Assist with special imaging projects.
- Monitor Track-It for work orders assigned to Document Management and complete promptly.
- Prepare daily reconcilements and upload to Synergy timely for review.
- Give assistance to employees on outstanding items and how to clear the items.
- Alert supervisor of any unusual reconciling items that need attention.
- Assist with department special projects.
- Complete training, as assigned, within the expected timeframes.
- All employees are expected to support First Community Bank’s mission, vision, and values by exhibiting commitment to the Company Standards of Conduct and executing to the fullest extent possible the duties detailed within this job description.
- High school diploma or equivalent
- Demonstrated proficiency using banking platforms and common office software and systems
- Strong verbal and written communication skills
- Ability to meet deadlines while working independently
- Strong attention to detail
- Ability to define goals and objectives, organize work, and successfully manage completion of tasks to achieve pre-defined goals and objectives
- Ability to travel, occasionally overnight
- Ability to sit in front of a computer for extended periods of time
- The salary range is based on market data associated with the position and where the pay rate falls within the range is commensurate with experience, education, and other qualifications.
