LOAN OPERATIONS DOCUMENT SPECIALIST
Southern Michigan Bank & Trust, Coldwater, MI, United States
Description
SUMMARY: This position assists with all aspects of document management, quality control and retention. Cross training across areas may be required to increase efficiency, consistency and knowledge. All other duties and responsibilities as assigned.
Essential Duties, Responsibilities, Skills
Image loan documents
Responsible for quality control and proofing previously imaged documents
Maintain and ensure confidentiality of customer information
Identify and elevate unresolved or priority issues as needed
Assist with audit preparation by overseeing the collection of requested data
Work with manager to maintain departmental procedures, improve efficiency and manage area projects as assigned
Ability to carry out verbal and written instructions
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
Ability to work unsupervised at times during the day
Ability to read and interpret documents such as policy and procedure manuals. Ability to write routine reports and procedures
Excellent verbal and written communication skills, including the ability to effectively compose original correspondence and verbally exchange information with other employees of the organization
Excellent customer service skills, including the ability to interpret the needs of customers and effectively resolve any problems to ensure complete satisfaction and do so with tact, helpfulness and confidentiality
Supervisory Responsibilities None
Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and maintain confidentiality and professionalism. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION And/or EXPERIENCE
High school diploma or equivalent
General banking experience preferred
Basic computer experience including Microsoft Word, Excel and database knowledge along with good typing skills
Basic math skills including the ability to calculate fractions, decimals and percentages
Interpersonal Skills This position is required to deal with internal as well as external customers, in a positive, “Quality Customer Service” manner. An open, willing to assist approach to work is expected along with the ability to work beyond their normal job duties as the situation requires. Interpersonal and problem-solving skills are required. This position will have access to highly confidential information that must be handled in a professional manner.
Physical Demands While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance, color vision, depth perception and ability to adjust focus.
Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
Work Environment The noise level in the work environment is usually moderate/conversational.
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Essential Duties, Responsibilities, Skills
Image loan documents
Responsible for quality control and proofing previously imaged documents
Maintain and ensure confidentiality of customer information
Identify and elevate unresolved or priority issues as needed
Assist with audit preparation by overseeing the collection of requested data
Work with manager to maintain departmental procedures, improve efficiency and manage area projects as assigned
Ability to carry out verbal and written instructions
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
Ability to work unsupervised at times during the day
Ability to read and interpret documents such as policy and procedure manuals. Ability to write routine reports and procedures
Excellent verbal and written communication skills, including the ability to effectively compose original correspondence and verbally exchange information with other employees of the organization
Excellent customer service skills, including the ability to interpret the needs of customers and effectively resolve any problems to ensure complete satisfaction and do so with tact, helpfulness and confidentiality
Supervisory Responsibilities None
Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and maintain confidentiality and professionalism. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION And/or EXPERIENCE
High school diploma or equivalent
General banking experience preferred
Basic computer experience including Microsoft Word, Excel and database knowledge along with good typing skills
Basic math skills including the ability to calculate fractions, decimals and percentages
Interpersonal Skills This position is required to deal with internal as well as external customers, in a positive, “Quality Customer Service” manner. An open, willing to assist approach to work is expected along with the ability to work beyond their normal job duties as the situation requires. Interpersonal and problem-solving skills are required. This position will have access to highly confidential information that must be handled in a professional manner.
Physical Demands While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance, color vision, depth perception and ability to adjust focus.
Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
Work Environment The noise level in the work environment is usually moderate/conversational.
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