LOAN CLERK

Job Description

Job Description

Description

GENERAL SUMMARY:

Assists with clerical support and loan processing.

APPLY ONLINE:

1. Process loan paid outs – file real estate releases, mail paid original documents to customer.
2. Maintains all original loan documents in consistent and orderly manner.
3. Process and prepare loan payments, loan payoffs, advances, escrow payments, insurance payments, loan participations and loan purchases.
4. File UCC financing statements for proper extensions, modifications & terminations.  File vehicle title and process releases. 
5. Greets customers and answers phone.  Provide telephone customer service and support for external and internal customers regarding inquiries and problem resolution.  Researches and resolves problems as needed. 
6. Provide clerical support. 
7. Regular and reliable attendance.
8. Performs other related duties as assigned by management.

KNOWLEDGE, SKILL, AND ABILITIES:

• Knowledge of bank policies and procedures.
• Knowledge of word processing and spreadsheet software.
• Knowledge of basic accounting.
• Skill in communicating with customers and co-workers in a courteous and professional manner.
• Ability to pay close attention to detail and work with a high degree of accuracy.
• Ability to work under pressure of deadlines.
• Ability to function as a team player.

EDUCATION AND EXPERIENCE:

• High school graduate or equivalent.
• Previous banking experience or equivalent work experience preferred.  
• Previous experience with computer software.

BENEFITS:

• Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program.  If working less than 35 hours per week, above benefits are modified.

PHYSICAL REQUIREMENTS:

Seeing: 75-100%

Must be able to greet customers, read documents, use computer                                                                                            

Hearing: 75-100%

Must be able to communicate with customers and co-workers                                                                                                   

Standing/Walking: 25-49%

Must be able to visit customer                                    

Climbing/Stooping/Kneeling: 0-24%

Lifting/Pulling/Pushing: 0-24%

Fingering/ Grasping/Feeling: 75-100%

Must be able to use computer, write                                                                                                                                     

PHYSICAL DIMENSIONS:

Light Work:  Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.  Job involves sitting most of the time and if walking and standing required, only occasionally.

NOTE : The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

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