Document Imaging Specialist II

Glacier Bancorp, Inc.Reno, NV
Onsite

About The Position

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.

Requirements

  • High School Diploma or Equivalent
  • Ability to work in a professional and confidential manner
  • Excellent customer service skills
  • Excellent organizational and time management skills, with the ability to multi-task
  • Possess a high degree of investigative, analytical skills – be detail oriented
  • Good knowledge of basic office equipment
  • Basic computer skills with working knowledge of Word, Excel and Adobe Acrobat
  • Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
  • Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
  • Must be capable of regular, reliable and timely attendance.
  • Must be capable of climbing /descending stairs in an emergency situation.
  • The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
  • Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
  • Must be able to read and carry out various written instructions and follow oral instructions.
  • Must be able to speak clearly and deliver information in a logical and understandable sequence.
  • Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
  • Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
  • Must be able to effectively handle multiple, simultaneous, and changing priorities.
  • Must be capable of exercising highest level of discretion on both internal and external confidential matters.
  • All applicants must be legally authorized to work in the US.

Nice To Haves

  • Banking experience preferred

Responsibilities

  • Ensure all documentation is complete and accurate
  • Upload and index all documentation into Synergy Capture – bank’s imaging software and nCino DocMan, as applicable.
  • Move documentation between software platforms as required
  • Assist with periodic reviews for HMDA and CRA source documentation
  • Perform secondary review of scanned files
  • Perform collateral insurance tracking, scanning, and filing
  • Perform title insurance tracking, receipt and approval by account officer, scanning and filing
  • Ensure Collateral Tracking status is updated weekly in both Jack Henry and nCino, as applicable.
  • Ensure file room organization
  • Assist with file retrieval for loan exam(s)
  • Comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
  • Perform other duties, as may be assigned by supervisor.

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • health savings account option
  • Employee Assistance Program (EAP)
  • health rewards program
  • retirement savings plan
  • 401(k)
  • Profit-Sharing plans
  • short and long-term disability benefits
  • education and training benefits
  • discounts on banking products and services
  • generous Paid Time Off (PTO) plan
  • paid holidays

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

High school or GED

Number of Employees

101-250 employees

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