What are the responsibilities and job description for the Loan Documentation Specialist - Detailer/Scanner position at DL Evans Bank?
The Loan Documentation Specialist is responsible for reviewing final loan packages for completeness. He/she handles provides clerical support for all lending documentation activities and provides high quality and professional service to lending personnel.
Qualifications
- Must be at least 18 years old
- High school diploma or GED required
- Experience helpful, particularly in a financial environment
- Basic knowledge of commercial and consumer loan services and procedures preferred
- Familiarity with general loan documentation helpful
- Accurate and attentive to detail
- Well organized
- Good typing skills
- Willing and able to help others
- Able to use a computer, adding machine, copy machine, and basic business equipment
- Able to get along well with coworkers
Responsibilities
- Receives completed loan packages to be reviewed and detailed
- Verifies information listed on the “Boarding Data Sheet” matches the data input into internal systems and that all required documentation is included in the loan package (i.e., promissory note, security agreement, deed of trust, etc.)
- Notifies the branch of any missing items via the Loan Documentation Correction sheet
- Logs all pending items into database
- Scans all documents into Laser Fiche
- Assists with scanning miscellaneous documentation such as denials, typist packets, etc
- Coordinates functions with related departments and Branches and provides support as needed
- Verifies accuracy of input and documents as needed
- Obtains and conveys information as needed
- Keeps management informed of area activities and any significant problems or concerns
- Ensures that customers' requests and questions are promptly resolved
- Maintains and projects the Bank's professional reputation
- Promotes D.L. Evans Bank at all times
- Serves as a representative for D.L. Evans Bank in the community
- Completes special projects as assigned
Company Description
D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!
D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- FSA
- 401(k)
- Employee Stock Ownership Plan
- Paid Vacation
- Sick Time
- Life Insurance
- Long-term Disability Insurance
