POST CLOSING IMAGING CLERK

THIS POSITION REPORTS TO:

Post-closing Team Leader

DIRECT REPORTS FROM:

Generally, this position does not have direct supervisory responsibilities but may informally supervise junior department personnel.

MINIMUM REQUIREMENTS FOR POSITION:

·        High school diploma or equivalent. ·        Demonstrated expertise in the use of standard and specialized computer hardware and software packages such as Microsoft Office Suite. ·        Ability to use a variety of various office equipment. ·        Ability to effectively communicate information clearly through all media channels (phone, email, letter, etc). ·        Ability to effectively interact with customers at all levels.

PRIMARY ACTIVITIES AND RESPONSIBILITIES:

The primary responsibilities of this position are to image documents for loan and credit files; track received loans; deliver mail.

·        Image all new loan files within 48 hours of upload. ·        Image all exception items within 48 hours of receipt. ·        Image all other documents within 24 hours of receiving in the scanning area. ·        Accurately log all incoming loans in the spreadsheet for tracking purposes. ·        Pulling matching files for incoming loans and deliver to uploading clerk. ·        Deliver and pickup department mail to and from various locations within the bank at predetermined times.

SECONDARY ACTIVITIES AND RESPONSIBILITIES:

Other duties or responsibilities for this position are:

·        Coach/train teammates on proper document preparation for scanning as necessary. ·        Barcode loan files and exceptions as needed. ·        Maintain list of boxes for storage and coordinate the moving of those boxes to off-site storage. ·        Request boxes from off-site storage as needed. ·        Assist in clearing loan documentation exceptions. ·        Assist tracked insurance clerk as needed. ·        Assist uploading clerk as needed. ·        Assist internal and external customers with imaging or account questions. ·        Participation in daily huddles. ·        Participation in weekly department meetings. ·        Participation in quarterly town meetings after work hours. ·        Maintain a working understanding of, and comply with applicable banking regulations as well as internal policies and procedures. ·        Open and organize incoming payments for posting clerk daily. ·        Sort, stuff and mail loan notices, bills, and statements daily. ·        Assist with loans escrows

SPECIFIC PERFORMANCE OBJECTIVES:

·         1% error ratio for missing or miss-scanned documents in loan files. ·         Assure all new loans are imaged within department Service Level Agreement standards (currently within 48 hours of upload). ·         Assure all other documents are imaged within department Service Level Agreement standards (currently within 48 hours of receipt in department). ·         Assure all incoming loan packages are accurately matched prior to delivering to uploading clerk. ·         Have incoming loans logged-in and delivered to uploading clerk within 30 minutes of receiving. ·         Deliver and retrieve mail in an effective and timely manner.

PHYSICAL DEMANDS:

Employees may experience the following physical demands for extended periods of time: Viewing computer monitors with flashing images. Intermittent keyboarding. Sitting Motion of fingers, hands, wrists, and elbows. Standing and walking Occasional lifting, carrying, pushing or pulling up to 30 pounds. Employees in this job must be able to establish and maintain working relationships with officers and employees in other departments and divisions and employees of other companies.

WORK ENVIRONMENT:

Work is performed in a general office environment. Work area is a low-wall cubicle in a large open area with many people.