Loan Operations - Imaging Specialist II
About the role
At our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our client’s needs. We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of our clients. If this is what you believe in, then you’re definitely right for us. And, we might be the right bank for you. As an Imaging Specialist II, you will be imaging new and renewed Consumer 1-4 Residential Family and Commercial loan files including prepping, scanning and indexing as well as imaging Consumer 1-4 Residential Family and Commercial paid release packets, and monitor and work requests from the Loan Operations BMW Files e-mail group mail box.
Responsibilities
- Imaging new and renewed Consumer 1-4 Residential Family and Commercial loan files including prepping, scanning and indexing
- Imaging Consumer 1-4 Residential Family and Commercial paid release packets
- Monitoring and working requests from the Loan Operations BMW Files e-mail group mail box
- Downloading and uploading of original and renewed electronic files from Capital Stream to Vision Content, includes transfer, converting documents and indexing
- Ensuring all original documents are secured in fire proof cabinets overnight that have not yet been imaged
- Updating and maintaining the Loan Origination Log of all loan files assigned that have been imaged
- Completing subpoena requests by providing loan files (original loan file or PDF file) to the legal department
- Providing loan files to the compliance department upon work request
- Completing monthly compliance training within deadlines
- Following internal processes and controls as required
- Building a great rapport with clients and fellow associates
- Treating others with respect and consideration regardless of their status or position
- Maintaining current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements
Requirements
- High school diploma or equivalent
- 3+ years of relevant job experience
Qualifications
- 5+ years of relevant job experience
- Skill and knowledge to perform all functions of the Imaging Specialist II
- Prior imaging experience preferred
Skills
- Verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions
- Ability to prioritize competing demands and effectively manage multiple tasks and/or projects
- Ability to think creatively and meet challenges with resourcefulness
- Ability to make sound and timely decision, to consistently deliver on commitments, and assume responsibility for results
- Ability to work effectively in a collaborative environment
- Ability to respond with flexibility to changing needs
- Knowledgeable in MS Office applications which include Outlook, Word, Excel
- Strong typing skills to meet production needs of the position