Imaging Specialist

Cathay Bank•Rosemead, CA

6d•$19 - $22

About The Position

GENERAL SUMMARY Incumbent is responsible for performing imaging functions in a production environment. This process would include filing, packaging, shipping, cataloging, scanning, indexing and other imaging related functions. Incumbent is required to meet the minimum processing volumes and quality standards established by management. These standards are reflected in the Service Level Agreements (SLA) for the identified documentation, for example: Branch Signature Cards are scanned within one business day of receipt. Management may modify those standards in support of the various and diverse documents presented for imaging. ESSENTIAL FUNCTIONS Perform the following production activities to meet productivity standards: Resolve problems regarding corrections, missing information and clarification of requests. Receipt and imaging of documents received from the branches such as signature cards, POA and other identified documentation in accordance with approved SLA’s. Receipt and tracking of newly booked loan files from the lending units ensuring that all credit and loan document files are imaged in accordance with approved SLA’s. Prepare documents for imaging. Scan and index documents. Perform Quality Control process (Call Back Verification) that includes but is not limited to image quality, accuracy of image, and accuracy of indexing of documents as backup. Upload imaged documents received from lending units, branches, and other departments to FCM according to each document type. Merge files when necessary. Track and log volume of incoming request types daily. Manage incoming volume on departments shared drive daily and index misc. documents. Create folders for new loans and label according as new loan documents are received, ensuring all original loan docs are indexed correctly and quality control has been performed. Send confirmation to branches once the request is complete and the quality control review has been completed. Pack and label completed indexed documents in secure area to be securely filed. Responsible for new loan legal document tracking and indexing as received by the mortgage dept. Process requests and inquiries from the Imaging Email Box or Imaging Share Drive, such as merge files, set up new folders in loan files, review documents to ensure information is correct and data fields are appropriately checked, index miscellaneous documents for special request, and manage incoming volume on departments shared drive daily and index misc. documents. Assist with special projects as needed. QUALIFICATIONS Education: High school diploma required. Experience: Prior office experience including filing. General knowledge of loan documentation or deposit documentation desired. Skills/Ability: Attention to detail and perform to a high level of accuracy. PC proficient in MS Office Word, Excel and Outlook. Ability to work in a repetitive high volume production environment. Be able to lift heavy items (minimum 50 pounds) throughout the day. Use an available dolly or cart when necessary. OTHER DETAILS $19.23 – $22.12 / hourPay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Requirements

High school diploma required.
Prior office experience including filing.
Attention to detail and perform to a high level of accuracy.
PC proficient in MS Office Word, Excel and Outlook.
Ability to work in a repetitive high volume production environment.
Be able to lift heavy items (minimum 50 pounds) throughout the day.
Use an available dolly or cart when necessary.

Nice To Haves

General knowledge of loan documentation or deposit documentation desired.

Responsibilities

Resolve problems regarding corrections, missing information and clarification of requests.
Receipt and imaging of documents received from the branches such as signature cards, POA and other identified documentation in accordance with approved SLA’s.
Receipt and tracking of newly booked loan files from the lending units ensuring that all credit and loan document files are imaged in accordance with approved SLA’s.
Prepare documents for imaging.
Scan and index documents.
Perform Quality Control process (Call Back Verification) that includes but is not limited to image quality, accuracy of image, and accuracy of indexing of documents as backup.
Upload imaged documents received from lending units, branches, and other departments to FCM according to each document type.
Merge files when necessary.
Track and log volume of incoming request types daily.
Manage incoming volume on departments shared drive daily and index misc. documents.
Create folders for new loans and label according as new loan documents are received, ensuring all original loan docs are indexed correctly and quality control has been performed.
Send confirmation to branches once the request is complete and the quality control review has been completed.
Pack and label completed indexed documents in secure area to be securely filed.
Responsible for new loan legal document tracking and indexing as received by the mortgage dept.
Process requests and inquiries from the Imaging Email Box or Imaging Share Drive, such as merge files, set up new folders in loan files, review documents to ensure information is correct and data fields are appropriately checked, index miscellaneous documents for special request, and manage incoming volume on departments shared drive daily and index misc. documents.
Assist with special projects as needed.