Loan Documentation Clerk/Scanner
About The Position
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ensure accurate indexing of loan documents to be scanned Ensure accurate and timely imaging of loan documents according to BancFirst procedures Ensure proper retention and purging of paid loan documents Responsible for identifying and tracking technical exceptions and loan covenants Responsible for identification and tracking of insurance coverage on loans Responsible for filing vehicle liens and real estate mortgages and releases Process loan payments and advances Responsible for reconciliation of all loan related general ledger accounts Preparing payoff notifications to third parties Communication with loan staff, primarily processors and lenders; assist customers with various issues by phone Provide exceptional customer service at all times Share responsibility for completion of all departmental objectives Perform other job duties and special projects as assigned Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Requirements
- Knowledge of loan documentation and lending practices
- Ensure compliance with regulations and bank policies and procedures
- Knowledge of loan underwriting principles
- Detail oriented, self-starter with a high degree of accuracy and good organizational skills
- Excellent customer service skills
- Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications
- Must work well under stress and deadlines while managing multiple tasks
- Critical thinking and problem solving skills
- Excellent verbal and written communication skills
- Must work well individually and with a team while maintaining a positive attitude
- Must demonstrate a business professional image and demeanor
- Excellent work ethic
- Attendance and punctuality are an essential function of the job
Nice To Haves
- 1-2 years loan operations/documentation experience preferred, with real estate knowledge a plus
- Image documentation and scanning experience
Responsibilities
- Ensure accurate indexing of loan documents to be scanned
- Ensure accurate and timely imaging of loan documents according to BancFirst procedures
- Ensure proper retention and purging of paid loan documents
- Responsible for identifying and tracking technical exceptions and loan covenants
- Responsible for identification and tracking of insurance coverage on loans
- Responsible for filing vehicle liens and real estate mortgages and releases
- Process loan payments and advances
- Responsible for reconciliation of all loan related general ledger accounts
- Preparing payoff notifications to third parties
- Communication with loan staff, primarily processors and lenders; assist customers with various issues by phone
- Provide exceptional customer service at all times
- Share responsibility for completion of all departmental objectives
- Perform other job duties and special projects as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
