Quality Control Specialist

Summary/Objective

The Quality Control Specialist is responsible for reviewing new, renewed, and modified loans that have been booked and scanned to ensure accurate system setup, identification of missing or incorrect documentation, and proper recording of exceptions. This work supports accurate financial reporting, regulatory compliance, and customer statement integrity.

Essential Functions

• Review loan documentation against system reports to verify that new, renewed, and modified loans are booked accurately, in accordance with department procedures.
• Compare executed loan documents to the approved terms to confirm accuracy and identify any discrepancies.
• Verify that all required loan documents are present and complete by reviewing the executed loan file against the applicable checklist.
• Record newly identified exceptions and clear resolved exceptions in accordance with department guidelines.
• Responsible for updating procedures of job duties as it pertains to related position.
• Be available as needed to cross train and perform additional tasks as assigned.
• Utilizes problem solving skills, external resources, and internal resources to resolve issues.
• May assist with special projects designated by supervisor or manager.
• Escalates complex problems (i.e. production, system problems and/or collateral documentation issues) to supervisor or manager.
• Adheres to the BSA Policy and all other Bank Policies.
• Other duties and responsibilities that may be assigned by supervisor or manager.

Competencies

• Problem Solving/Analysis
• Teamwork orientation
• Initiative
• Time management
• Knowledge of office methods, procedures, and practices including the use of standard office equipment
• Detail oriented
• Organized
• Motivated
• Strong communication skills

Supervisory Responsibility

None

Work Environment

This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, fax machines, email, electronic calendars, scanning devices, calculators, and spreadsheets.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand, walk, squat, use hands to finger, handle or feel, and reach with hands and arms. This job may also require the employee to frequently lift at least 25 pounds.

Position Type/Expected Hours of Work

This is a full-time non-exempt position. This position requires tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. This position may require occasional evening and weekend work as needed.

Travel

Travel is primarily local during the business day, although some out-of-area and overnight travel may be expected.

Preferred Education and Experience

• Experience in problem resolution
• Ability to set and achieve goals
• Results-driven attitude
• Communication skills
• Organizational skills
• Attention to detail
• Advanced computer skills

Benefits

• Health insurance
• Paid time off
• Parental leave
• Training & development
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance