Consumer Loan File Specialist
Park National Bank
Full-Time
Description
RESPONSIBILITIES
- Track loan files from origination to destruction, while maintaining files for storage according to current corporate retention policies
- Monitor files leaving the file center, including destination location, and update file locations in the core system as needed in a prompt, accurate manner
- Monitor flow of loan files from the File Center to off-site storage which includes moving files from the active vault to on-site storage prior to boxing and preparing for shipment
- Support Bank associates and customers by forwarding requested loan documents or files via email, fax, interoffice mail, in a timely manner or in-person delivery
- Respond to File Center phone calls, email, in-person requests, and fax requests in order of urgency and/or priority
- Facilitate the monthly reporting by verifying the status of all files checked out of the file center
- Sort and review all incoming documents for filing in the appropriate loan file
- Assist with internal and/or external audits by organizing and delivering file requests in a timely manner
- Stay current with Bank, investor and regulatory changes affecting record retention
- Provide guidance and support to other departments and/or affiliate Banks in regard to File Center processes and procedures
- Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
- Deliver a consistent, high level of service within our Serving More standards
- Other duties as assigned
COMPETENCIES
- Interpersonal/Customer Service Skills
- Written and Verbal Communication
- Ability to understand and follow directions
- Adaptable to change
- Basic Computer Skills
- Organizational Skills/Detail Oriented
- Able to Multi-Task or Juggle Priorities
- Ability to work as part of a team
SCHEDULE
Typical office hours are Monday-Friday 8a-5p. This position is hourly and full-time. A minimum of 37.5 hours is required to maintain eligibility for full-time status.
This position is 100% onsite.
EDUCATION – CERTIFICATIONS – WORK EXPERIENCE
High School diploma or equivalent required
1-2 years related work experience preferred
ADDITIONAL INFORMATION
Valid Drivers License required
Able to lift 50 lbs.
