Loan Clerk

United States·LexingtonTemporarymid

Other

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Quick Summary

Key Responsibilities

Process loan paid outs – file real estate releases, mail paid original documents to customer. Maintains all original loan documents in consistent and orderly manner. Process and prepare loan payments,

Requirements Summary

Seeing: 75-100% Must be able to greet customers, read documents,

Technical Tools

Other

GENERAL SUMMARY:

Assists with clerical support and loan processing.

RESPONSIBILITIES AND DUTIES:

Process loan paid outs – file real estate releases, mail paid original documents to customer.
Maintains all original loan documents in consistent and orderly manner.
Process and prepare loan payments, loan payoffs, advances, escrow payments, insurance payments, loan participations and loan purchases.
File UCC financing statements for proper extensions, modifications & terminations. File vehicle title and process releases.
Greets customers and answers phone. Provide telephone customer service and support for external and internal customers regarding inquiries and problem resolution. Researches and resolves problems as needed.
Provide clerical support.
Regular and reliable attendance.
Performs other related duties as assigned by management.

KNOWLEDGE, SKILL, AND ABILITIES:

Knowledge of bank policies and procedures.
Knowledge of word processing and spreadsheet software.
Knowledge of basic accounting.
Skill in communicating with customers and co-workers in a courteous and professional manner.
Ability to pay close attention to detail and work with a high degree of accuracy.
Ability to work under pressure of deadlines.
Ability to function as a team player.

EDUCATION AND EXPERIENCE:

High school graduate or equivalent.
Previous banking experience or equivalent work experience preferred.
Previous experience with computer software.

PHYSICAL REQUIREMENTS:

Seeing: 75-100%

Must be able to greet customers, read documents, use computer

Hearing: 75-100%

Must be able to communicate with customers and co-workers

Standing/Walking: 25-49%

Must be able to visit customer

Climbing/Stooping/Kneeling: 0-24%

Lifting/Pulling/Pushing: 0-24%

Fingering/ Grasping/Feeling: 75-100%

Must be able to use computer, write

PHYSICAL DIMENSIONS:

Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Job involves sitting most of the time and if walking and standing required, only occasionally.

NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.