What are the responsibilities and job description for the Loan Documentation Specialist - Dublin main position at Morris Bank?
SUMMARY
Prepare all loan documentation and book each closed loan to the system.
ESSENTIAL FUNCTIONS
- Prepare all loan documents
- Book all consumer non-real estate and commercial purpose loans
- Perform duties as defined in the Bank Secrecy Act/Anti-Money Laundering Program
- Performs other duties as assigned by management.
REQUIRED EDUCATION, EXPERIENCE AND SKILLS
- 2-year degree in related field or minimum 2 years of experience in loan administration may be substituted for degree
- Experience of consumer/commercial loan or credit experience preferred
- General knowledge of bank operations, policies and procedures
- Strong attention to detail, good judgment and decision-making skills
- Presents a professional image in dealing with customers, interdepartmental and external representatives
- Have a high degree of interpersonal and communication skills and the ability to effectively interact with customers and employees
- Ability to exercise personal and professional responsibility and work with limited direction
- Must be able to use tact and diplomacy and communicate effectively via telephone, letters, personal contact, etc
- Computer Skills - Microsoft Word, Excel, Internet Explorer
- Must be a team player
- General knowledge of Bank Secrecy Act/Anti-Money Laundering Program preferred.
POSITION SPECIFIC COMPETENCIES:
- Responsiveness- The degree to which the employee responds to needs and issues of customers and departments to achieve optimal results for the organization. The ability to fulfill customer requests, both internally and externally in a timely manner, and anticipate and control obstacles.
- Attention to Detail- Accuracy and attention to detail are exceptional. Assignments are completed carefully and in full accordance with specific instructions. Exceptional quality standards are maintained in the recording of numerical data and organizational information. Grammar, spelling, and punctuation are flawless.
- Teamwork & Cooperation- Excellent team player who creates synergy and greatly enhances productivity. Facilitates teamwork, collaboration, and cooperation in all group relationships.
- Organizational Skills- Demonstrates the ability to have multiple projects and assignments are completed according to established timeframes. Information is maintained and it easily accessible. Materials and work areas are very orderly and easy to find and share
PHYSICAL REQUIREMENTS
Must be capable of operating all types of office equipment
EQUIPMENT USED
Computer, telephone, fax machine, scanner, copier, printer
SUPERVISORY REQUIREMENTS: None
WORKING CONDITIONS
- Requires incumbent to remain sedentary within office
- Requires some travel for training/seminars
The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
This job description is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.
