Job Summary:

The Loan Operations Clerk will perform administrative and clerical duties to process loans from initial receipt to final entry in the loan database.  

Supervisory Responsibilities:

Duties/Responsibilities:

• Prepare complete and accurate loan packages. 
• Input information into loan platform system, including collateral perfection documents (mortgages, UCCs, title applications, etc.)
• Verifies accuracy and completeness of data and documents for loans; assessments may include verifying accuracy of financials, completion of credit authorizations, and collection of required documentation.
• Enters information into the bank core system.
• Prepares and submits forms or documentation needed to make necessary corrections to incomplete or inaccurate data.
• Prepare settlement sheets and general ledger entries.
• Maintains complete loan portfolio records including vouchers, services, payoffs, corrections, and year-end interest reporting.
• Support other offices with maintenance, inputting of loans and reports.
• Maintain customer credit files and loan files through scanning and filing systems.
• Performs other duties as assigned.

Required Skills/Abilities: 

• Excellent interpersonal and customer service skills.
• Excellent administrative and clerical skills.
• Excellent organizational skills and attention to detail.
• Computer proficiency to use and interact with consumer loan database.
• Proficient with Microsoft Office or related software to prepare documentation.

Education and Experience:

• High school diploma or equivalent required.
• At least one year of clerical experience required; bank teller or similar experience preferred.

Physical Requirements: 

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.