About The Position

The Loan Operations Admin I – Imaging Specialist will perform a variety of clerical duties related to the documentation of loans through internal processing systems. This includes, but not limited to, document organization, filing, scanning, and customer service. This position is vital to the sales staff within UBank to promote efficient and correct workflow to existing UBank customers.

Requirements

  • Prior experience with a community bank and loan experience preferred
  • Above average computer skills required: Microsoft Office Suite and various banking applications
  • Excellent communication skills
  • Excellent organizational skills, attention to detail, and the ability to complete assignments in a timely manner
  • Strong verbal, written, and interpersonal skills, as well as analytic and problem-solving skills
  • Problem recognition and resolution skills
  • Ability to work autonomously and within a team
  • Motivated self-starter and an active learner
  • Ability to think strategically with a strong attention to detail, standards, and consistency
  • Ability to troubleshoot and resolve general customer issues
  • Ability to adhere to bank policies and procedures
  • Ability to work additional and/or flexible hours and shifts, as needed
  • Ability to apply common sense understanding to issues involving multiple variables
  • High School Diploma or equivalent
  • Reading & Writing Comprehension - Understanding written sentences and paragraphs in work related documents. Communicating effectively in writing as appropriate for the needs of the audience.

Nice To Haves

  • Prior experience with a community bank and loan experience preferred

Responsibilities

  • Work closely with loan officers, loan administrators, managers, and other bank staff to promote open and effective communication and to ensure quality service delivery to customers
  • Scan all loan/financial related documents on both new/renewed loans and follow-up documents
  • Prepare folders and maintain filing of all retained loan related documents
  • Review and process incoming loan-related mail
  • Process paid off loan files
  • Process weekly and monthly invoices
  • Operate office machines, such as photocopiers and scanners, voice mail systems, and personal computers
  • Other duties as assigned by supervisor
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