Loan Clerk

Role:
Works closely with the loan team, preparing files to be scanned into the system for consumer, mortgage, and business lending. Assists members with loan requests. Provides clerical and administrative support.

Essential Functions & Responsibilities:

• Reviews business loan documentation for completeness and accuracy. Files loan documents with appropriate agencies. Works with members setting up auto payment in addition to answering phone calls and questions.
• Works closely with our mortgage department to do clerical tasks, including but not limited to, escrow, HMDA reporting, Collateral Protection Insurance (CPI) reporting, mortgage discharges, and prepares other monthly reporting as assigned.
• Assists with reporting and clerical duties on the Consumer Loan side, including, but not limited to, CPI Reporting, Indirect Booking, Processing Mail, and other Reports as needed.
• Enters and maintains accurate loan information on computer operating system. Maintains and audits loan files for accuracy and integrity including collection of annual business and personal financial statements and tax returns.
• Supports loan team with clerical duties and performs other job related duties as assigned.

Knowledge & Skills:

Experience: One to three years of similar or related experience.

Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.

Interpersonal Skills: Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.

Other skills:

• Must be able to jump from task to task and comfortable with interruptions.
• General office equipment such as calculators, computers, photocopiers, and scanners.
• Demonstrates carefulness about detail and thoroughness in completing work tasks.
• Working knowledge of administrative and clerical procedures and systems such as Microsoft Word, Excel and Outlook, managing files and records, and designing forms, and other office procedures and terminology.

Physical requirements:

• Ability to sit for long periods of time.
• Ability to spend long periods of time looking at a computer screen.
• Repetitive movement frequently required using wrist, hands, and fingers.
• Ability to lift and/or move up to 30 pounds.

Work environment: General office environment

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday
• Weekends as needed

Work Location: In person