Assists the Lending Department with all imaging and scanning of loan documents; collateral insurance and title policy tracking; and file room organization. The role involves ensuring documentation is complete and accurate, uploading and indexing documents into Synergy Capture and nCino DocMan, and moving documentation between software platforms. It also includes assisting with periodic reviews for HMDA and CRA source documentation, performing secondary reviews of scanned files, and tracking, scanning, and filing collateral and title insurance documents. The position requires updating collateral tracking status weekly and maintaining file room organization. Additionally, the role involves assisting with file retrieval for loan exams and complying with all company policies, procedures, and applicable laws and regulations.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
101-250 employees