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Financial Document Integrity Specialist

Planters Bank

Planters Bank & Trust Company is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law. All Planters Bank employees are required to: Live our core values at work each day with your Head, Heart, Hands and Feet. Maintain a strict standard of confidentiality involving all transactions. Deliver quality service to all customers. Possess a team-oriented attitude with a desire to see success in themselves and others. Develop a working knowledge of all bank products. Summary: This position reports directly to the Credit Manager with oversight from the Credit Analyst Supervisor. Oversight function on the integrity of financial documents required for credit department spreads. Will provide an integrity review on the Abrigo document library for new spread request and provide communications encompassing necessary revisions. Responsible for the maintenance of the Abrigo Financial Documents Tickler System. Responsible for the addition/removal of financial ticklers as relationship aggregate debt levels with our bank change. Responsible for the data integrity of all financial documents moving to our cold storage system and for marking said documents for upload after a financial integrity review (note-loan should be booked for new relationships before this occurs). Oversight function on the financial docs exceptions waiver process. Would make determination on financial exception doc waivers, to assess if bank’s ability to assess financial condition and cash flow would be impaired. Preferred employee location would be our Silo Square Office. Please note- Non qualified applications will not be considered for the position. Likewise, applications with false or incomplete information will also not be considered for the position. Qualifications Physical Requirements : Frequency Weight/Pounds #J-18808-Ljbffr

Vacancy posted 4 days ago
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