Loan Pre/Post View Clerk
Listed on 2026-08-15
-
Finance & Banking
Loan Servicing -
Administrative/Clerical
Loan Servicing
The Citizens Bank of Philadelphia is seeking a Loan Pre/Post View Clerk as follows:
Posting:
Loan Pre/Post View Clerk
Location:
Philadelphia, MS
Hours:
Monday - Friday, 8 to 5
Ensure commercial loan documentation is accurate and complete, while recording and reporting loan exceptions, as necessary. Provide feedback and guidance internally on the perfection of commercial loan documentation.
About the OpportunityThe Citizens Bank opened in 1908 in Philadelphia, MS, and it quickly earned a reputation for safety, confidence, honesty, integrity, and hard work. Throughout its history, the bank held steadfast to its commitment to be a bedrock partner to the communities it serves. Today, still grounded in the principles on which we were founded, our bank serves the state of Mississippi through 26 branch offices and beyond with its digital and mobile banking solutions.
Our high-tech, high-touch approach to full-service banking helps us provide the products and services of larger banks, but with a level of service that only a community bank committed to extraordinary service can provide. We’re different. We appreciate and respect our past, but our sights are clearly set on building an even better bank for the future, and it starts with our people.
Our commitment to making the bank a great place to work is woven into the fabric of our core values - SERVE.
- Review imaged documentation on commercial loans to ensure loan policy is followed and documentation is included and correct.
- Record incorrect or missing loan policy documentation on exception report.
- Review pre-closing documentation to ensure accuracy prior to loan closing.
- Review post-closing documentation to ensure accuracy after loan closing.
- Receive and verify credit packages submitted by loan officers match loan approval structure and terms.
- Review and log pre-closing exceptions for correction and verify they are cleared or properly approved prior to release of loan package for closing.
- Review and confirm exception clearing documentation for correctness and update exception tracking to remove the verified exceptions.
- Assist loan assistants/loan officers with issues concerning exception reporting.
- Cross train and back-up commercial loan processing.
- Ensure bank is in compliance with federal banking regulations including, but not limited to Bank Secrecy Act, OFAC, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, the Federal Reserve's "lettered" regulations , and Loan Pre/Post View Clerk roles and responsibilities relating to each act.
- Other duties as may be assigned.
- 1-3 years successful experience in loan review, processing or loan administration.
- Prior Experience with loan documentation systems preferred
- Exceptional Verbal and Written Communication Skills
- Exceptional Knowledge/Use of Microsoft Office products
- Ability to work within time constraints
- High School Diploma or Higher
VEVRAA Federal Contractor
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