Credit Administration Clerk

RESOURCE BANK

Credit Administrative Clerk

Position Summary:

This position reports to the Credit Officer and is responsible for verifying previously

scanned documents and adding them into our image system. Responsibilities also include

entering various financial information about new loans into reports, as well as serving as

primary greeter for all departments on the floor and serve as telephone operator for the

department. Special projects will vary from time to time.

Essential Functions:

• Must have strong interpersonal skills with ability to handle multiple tasks for the Credit and Loan departments.
• Learn and use various banking software programs, as well as most Microsoft Office programs.
• Verify customer financial statement information has been correctly entered into the bank’s management information systems.
• Assist Credit Officer and Credit Administration Coordinator with filling out financial checklists and determining tracking requirements.
• Assist with maintaining current information in loan system(s) as needed.
• Assist other departments in the Operations Center with scanning various documentation.
• Responsible for ordering all department supplies.
• Schedule use of 2nd floor conference room.
• Greet visitors to the 2nd floor of the Operations Center.
• Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
• Receive and distribute mail and packages to the employees on the 2nd floor of the Operations Center.
• Make copies of correspondence and other printed material as well as assist with scanning documentation.
• Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheets, word processing, database management, and other applications.
• Various other duties as assigned.

Skills:

 Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

 Speaking - Talking to others to convey information effectively.

 Reading Comprehension - Understanding written sentences and paragraphs in work related documents.

 Time Management - Managing one's own time.

 Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.

 Service Orientation - Actively looking for ways to help people.

Attributes:

 Written Comprehension - The ability to read and understand information and ideas presented in writing.

 Information Ordering - The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).

 Category Flexibility - The ability to generate or use different sets of rules for combining or grouping things in different ways.

 Near Vision - The ability to see details at close range (within a few feet of the observer).

 Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.

 Perceptual Speed - The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.

Working Conditions:

The work for this position is conducted in a back office of our bank and the requirement for travel is limited to travel for training and meetings. This position could require working extended hours, depending on workload.

Americans with Disability Specifications:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Must be able to sit at the computer and do data entry and look at the screen for extended periods of time with minimal breaks.

Experience and Education:

High School Diploma (or GED or High School Equivalence Certificate); Over 1 year, up to and including 2 years of loan document experience preferred.

EOE/Minorities/Females/Vet/Disabled