Deposit Documentation Specialist

Job Details:

Job Location:

CSB Somerville - Somerville, TX 77879 | Position Type:
Part Time | Education Level: High School | Salary Range: $18.21 - $27.31 Hourly | Travel Percentage:
Negligible | Job Shift: Day | Job Category:
Banking

• Run reports listing new accounts opened, maintenance, and new account edits from the previous workday.
• Run reports for documents scanned the previous day, print list and mark off from master list of accounts that have not yet been scanned.
• Review documents for accuracy and signatures. Ensure that all required documents are available for review, use the appropriate checklist to review each account and document any policy exceptions.
• Gather relative boarding data sheets and signature cards prepared by New Accounts Representatives.
• Cross-check core systems to original documents and other supporting material to ensure accurate set up of account data.
• Prepare and distribute various spreadsheets, reports, summaries, and opinions for use by deposit operations, or senior management.
• Communicate and provide service to deposits and other departments by investigating and resolving documentation problems and inquiries.
• Maintain a thorough knowledge of business and personal deposit documentation and deposit policies, deposit regulations, and deposit system functionality.
• Train to be back‑up to department co‑workers, as assigned.

• High school diploma or GED required.
• Bachelor's degree in finance, accounting, management, or related field preferred.
• 3+ years of experience in business management, finance, accounting, banking, or credit services.
• Excellent written and oral communication and interpersonal skills.
• Type 40 WPM and proficient in utilizing PC, software, and other office equipment.
• Proficient with Microsoft Office suite (Word, Excel, and PowerPoint).
• Teamwork and dedication to developing strong relationships with coworkers.
• Able to move up to 50 pounds and able to sit or stand for long periods of time.
• Good vision (correctable), hearing, and manual dexterity.
• Able to maintain consistent attendance record in a flexible Monday through Friday schedule.