Loan Imaging Clerk

First Bank

Loan Imaging Clerk

Effective Date: Immediate Opening

EEO Code:   

Job Description: Loan imaging clerk

Officer Title:  

Employee Name: 

Reports To:  Loan operations manager

Location:  Main

FLSA Status: 

Job Status: Full Time

Notes:   

Summary:  An imaging clerk serves a vital role in the loan department. A prospective candidate must become familiar with loan documents and the capabilities of the imaging system. Paper documents will become an electronic file viewed within the organization and available for auditors. It is crucial that these documents be sorted and properly labeled for easy retrieval and storage.

Duties and Responsibilities:

1. Image and index loan files
2. File collateral documents
3. Importing .PDF files
4. Documentation and policy review on auto and unsecured loans
5. Verify previous day file maintenance and new loan report

Secondary or Additional Job Duties:

1.      Backup for loan booking specialist  

2.      Prepare imaged file for audits

Experience and Other Requirements:

·         Work independently

·         Attention to detail  

·         knowledge of lending procedures,

·         good organization skills,

·         Time management skills,

All First Bank employees are required to:

Cross train, assist as the need arises and prioritize.

Statement of Understanding:

I understand that the above duties and how I perform them are the requirements on which my performance will be judged. It is understood that these duties may be revised from time to time at the discretion of the Bank’s management.

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Employee’s Signature                                              Date

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Bank Representative                                                Date