Loan Operations File Clerk

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Regular Full-Time Belzoni, MS, US

3 days ago Requisition

Job Description

Loan Operations File Clerk

Location:

Belzoni

Department:

CCA

Reports to:

Positions Supervised:

None

Employee Classification:

FLSA Status:

Position Summary:

The job is to maintain the workflow of existing loans to the paid-out status, scan loan documents, and any other duties of the credit operations department. You will be responsible for learning and mastering our software system and looking for efficiencies along the way. The job will entail conversing with employees by email, software systems, and telephone.

Essential Functions-Primary Responsibilities and Accountabilities (90%):

Reasonable Accommodations Statement

To accomplish this job successfully, an individual must be motivated and capable of paying attention to details. You will be required to perform the duties with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations can be made to help enable qualified individuals with disabilities to perform the essential functions.

Essential Task Statement(s)

Branch Credit/Ownership (80%)

• Primary responsibility organizing the vault, filing loan documentation, active loan files, scanning loan documents.
• Processing paid-out loans.
• Processing collateral releases.
• Assist with maintaining the title log.
• Provide support to other employees in a professional and respectable manner.
• Answer calls and emails from employees in a timely manner.
• You must have the ability to always maintain confidentiality. You will be exposed to confidential information and must not discuss bank business with non-employees and only with employees on a need-to-know basis.
• Ensure bank is in compliance with federal banking regulations including, but not limited to Bank Secrecy Act, OFAC, Community Reinvestment Act, American with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, the Federal Reserve’s “lettered” regulations, and Loan Operations Clerk roles and responsibilities relating to each act.

Customer Service (10%)

• Represent Guaranty Bank & Trust Company professionally, efficiently, and tactfully
• Acknowledge and greet customers with a smile, call customer by their name, ask if they need any additional assistance, thank customer at end of every conversation
• Ensure continuing development of professional relationships with management and colleagues.
• Follow all bank policies and procedures
• Answer and assist incoming callers with questions and requests, subsequently route callers, as appropriate.
• Receive incoming bank visitors and assist in directing them appropriately.

Additional Functions-Secondary Responsibilities and Accountabilities (10%)

Additional Task Statement(s)

• Work overtime, as needed.
• Follow all bank policies and procedures
• Provide assistance to other departments as needed.
• Perform other duties that may be assigned and requested.

Position Qualifications

Education:
Required –High School Diploma or equivalent.

Preferred – Post –secondary certificate or degree, experience will be considered.

Experience:
Required – 1 to 2 years of experience in banking or a related area.

Preferred – 3 to 5 years of experience in banking or a related area.

Licenses and

Certifications:
Required – None

Preferred – None

Position Requirements

Competency Statement(s)

• Accountability (core value) – Always do what we say and hold one another accountable.
• Accuracy – Thorough with strict attention to detail; does work right the first time; identifies and corrects errors; produces complete and error free work.
• Active Listening – Gives full attention to what others…