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.