Loan Operations Assistant - Imaging

The teammate is responsible for booking, servicing, collateral review and / or imaging for commercial and consumer loan accounts, as assigned, providing the highest quality of service to every customer and serving as a point of contact for questions and training.

Essential Functions :

• Delivers exceptional customer service by responding to questions, providing information and assistance to ensure that accounts are serviced in an accurate and timely manner
• Performs the Imaging Function and may serve as backup for Booking and Servicing and / or Collateral Review areas, as assigned :
• Imaging : Responsible for all aspects of imaging including sorting and / or preparing hard copies, scanning, indexing and quality checking; utilizes third party software to scan hardcopy files to electronic images, ensuring a quality image; performs quality checks on documents scanned to ensure accuracy; detect image errors and corrects any quality issues as needed; reviews and prepares statements for mailing; files documents and maintains records; prepares documents for storage and destruction; responds to research requests
• Booking & Servicing : Responsible for all tasks related to the uploading of a loan to the host system and the proper maintenance and servicing of loan accounts and client requests
• Collateral Review : Responsible for all collateral-related tasks to ensure the Bank's interests are protected

Required Education, Experience and Skills :