Loan Vault Clerk

CCB Community Bank • Andalusia, AL

4d • Onsite

About The Position

This position is responsible for all loan vault activities in regard to the filing and pulling of loan files. Responsible for audit of scanned loan documentation and making corrections as necessary. Responsible for scanning all new loan documentation and additional supporting loan documents.

Requirements

• High school diploma or equivalent.
• Two-year College/Vocational degree in related field and/or 1 year loan operations and/or banking experience or 1 year related office experience.
• Knowledge of basic accounting functions.
• Knowledge of basic banking functions.
• Knowledge of keyboard, calculator, scanner and other general office equipment.
• Basic computer knowledge.
• Proficient in the use of Word and Excel.
• Above average organizational skills.
• Above average time management skills.
• Average degree of initiative and independence.
• Above average degree of analytic, written and oral communication skills.
• Well-developed interpersonal skills.
• Valid driver’s license

Responsibilities

• Assist staff in the filing and/or removal of loan files
• Maintain checked-out loan file spreadsheet
• Audit paid notes
• Audit scanned loan documentation
• Update/delete note ticklers
• Verify, scan and file supporting loan documentation
• Scan and file block tickets
• Scan and file credit denials/withdrawals
• Maintain credit files
• Audit of tax return documents uploaded into Director system
• Prepare and file collateral vault files – monthly
• Audit loan files - quarterly
• Create labels for new loans as needed
• Organize boarding data sheets
• Process loan payments/transfers using TMS
• Assist customers on the telephone
• Various backup procedures
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED