Loan Ops Clerk

Job Description

Job Description

Position Summary:

This position will provide clerical support to the Loan Operations Department. Position is on-site; no remote work.

Essential Functions:

• Conducts final loan review after scanning

Additional Responsibilities:

• Give loan payoffs and assist customers with questions about their loan accounts
• Research loan questions for customers
• Maintain customer privacy
• Enter referrals, incidents, and activities on 360 View.
• Will be a proactive participant in marketing, sales campaigns, business development, and relationship building efforts that relate to the assigned location or the bank as a whole
• Will be responsible for full compliance with all policies, procedures, rules, and regulations
• Will maintain a strict level of confidentiality
• Perform various other duties as may be assigned or delegated by the manager

Education and Experience:

Minimum: High School Diploma or Equivalent

Preferred: Associates Degree or Comparable Work Experience

Personal Characteristics:

• Good organization skills
• Good verbal and written communication skills
• Proficiency with Microsoft Word and Microsoft Excel
• Ability to maintain strictest level of confidentiality

Loan Operations Clerk category may be governed by the following:

• Education/Training
• Experience

This position description is a guide for accomplishing the Bank’s objectives and covers the primary functions and responsibilities of the position. The individual may be requested to perform other duties as they relate to the Bank and its objectives, and the Bank reserves the right to amend this position description from time to time.

Hourly Rate Depends on Experience

EOE/Veteran/Disability

Summary of Physical, Sensory, and Environmental Requirements Needed to Perform Essential Job Duties:

Job Title: Loan Operations Clerk A. Physical Requirements

1. Lifting: Up to 50 pounds.

2. Carrying: Up to 50 pounds.

3. Pushing/Pulling: Up to 50 pounds.

4. Use of Equipment:

Continuously

Frequently

Occasionally

Not At All

Explanation

5. Sitting

X

6. Standing

X

7. Walking

X

8. Bending

X

9. Stooping

X

10. Crawling

X

11. Climbing

X

12. Reaching Above Head

X

13. Grasping:

a. One Hand

X

b. Both Hands

X

14. Fine Manipulating:

a. One Hand

X

b. Two Hands

X

B. Environment Requirements

Continuously

Frequently

Occasionally

Not At All

Explanation

1. Exposed To Marked Changes In Temperature

X

2. Outside Work

X

3. Exposure to Dust, Fumes, Odors, Water, Etc.

X

4. Exposure to Biological, Mechanical, Electrical, and/or Chemical Hazards

X

5. Normal (Inside) Environment

X

C. Sensory Requirements

1. Eyesight

Explanation

a. Normal/Corrected

X

Necessary

Not Necessary

b. Close Eye Work

X

Necessary

Not Necessary

c. Other

X

Necessary

Not Necessary

2. Hearing

a. Normal Tones

X

Necessary

Not Necessary

b. Soft Tones

X

Necessary

Not Necessary

c. Other

X

Necessary

Not Necessary

3. Distinguish Temperatures By:

a. Touch

X

Necessary

Not Necessary

b. Proximity

X

Necessary

Not Necessary