Loan Operations Admin Imaging Specialist UBank - Lufkin Office Status: Full Time Department: Operations Reports to: VP- Loan Operations Summary:The Loan Operations Admin I Imaging Specialist will perform a variety of clerical duties related to the documentation of loans through internal processing systems. This includes but not limited to document organization filing scanning and customer service. This position is vital to the sales staff within UBank to promote efficient and correct workflow to existing UBank customers. DUTIES AND RESPONSIBILITIES: - Work closely with loan officers loan administrators managers and other bank staff to promote open and effective communication and to ensure quality service delivery to customers
- Scan all loan/financial related documents on both new/renewed loans and follow-up documents
- Prepare folders and maintain filing of all retained loan related documents
- Review and process incoming loan-related mail
- Process paid off loan files
- Process weekly and monthly invoices
- Operate office machines such as photocopiers and scanners voice mail systems and personal computers
- Other duties as assigned by supervisor
QUALIFICATIONS: - Prior experience with a community bank and loan experience preferred
- Above average computer skills required: Microsoft Office Suite and various banking applications
- Excellent communication skills
- Excellent organizational skills attention to detail and the ability to complete assignments in a timely manner
- Strong verbal written and interpersonal skills as well as analytic and problem-solving skills
- Problem recognition and resolution skills
- Ability to work autonomously and within a team
- Motivated self-starter and an active learner
- Ability to think strategically with a strong attention to detail standards and consistency
- Ability to troubleshoot and resolve general customer issues
- Ability to adhere to bank policies and procedures
- Ability to work additional and/or flexible hours and shifts as needed
- Ability to apply common sense understanding to issues involving multiple variables
- High School Diploma or equivalent
- Reading & Writing Comprehension - Understanding written sentences and paragraphs in work related documents. Communicating effectively in writing as appropriate for the needs of the audience.
COMPETENCIES: - Attention to Detail the ability to see and pay attention to details; the ability to recognize the component parts of a procedure or object and to verify the correctness or error.
- Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
- Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change delays or unexpected events.
- Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
- Dependability - Follows instructions responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
- Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
- Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
- Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
- Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyones efforts to succeed.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
- Multi-Tasking ability to work on multiple assignments at the same time and prioritize assigned projects to meet deadlines.
- Technical Skills Employee must demonstrate proficiency in computer and technical skills without assistance.
PHYSICAL DEMANDS AND WORK ENVIRONMENT: - The employee is constantly (66%-100%) required to sit type or write finger dexterity see detail and close vision see beyond arms length and speak clearly in order to communicate effectively.
- The employee is frequently (33%-66%) required to bend stoop or squat lift up to 20 pounds and hear clearly in order to communicate effectively.
- The employee is occasionally (1%-33%) required to stand walk push or pull reach above shoulders lift up to 50 pounds and work in confined spaces.
- The employee is rarely (less than 1%) required to climb stairs lie down climb ladders grasp or grip drive or operate equipment work outdoors exposed to fumes chemicals solvents etc. and exposed to extreme temperatures.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties responsibilities or physical requirements. Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
| Required Experience:
IC
Loan Operations Admin Imaging SpecialistUBank - Lufkin OfficeStatus: Full TimeDepartment: OperationsReports to: VP- Loan Operations Summary:The Loan Operations Admin I Imaging Specialist will perform a variety of clerical duties related to the documentation of loans through int...
Loan Operations Admin Imaging Specialist UBank - Lufkin Office Status: Full Time Department: Operations Reports to: VP- Loan Operations Summary:The Loan Operations Admin I Imaging Specialist will perform a variety of clerical duties related to the documentation of loans through internal processing systems. This includes but not limited to document organization filing scanning and customer service. This position is vital to the sales staff within UBank to promote efficient and correct workflow to existing UBank customers. DUTIES AND RESPONSIBILITIES: - Work closely with loan officers loan administrators managers and other bank staff to promote open and effective communication and to ensure quality service delivery to customers
- Scan all loan/financial related documents on both new/renewed loans and follow-up documents
- Prepare folders and maintain filing of all retained loan related documents
- Review and process incoming loan-related mail
- Process paid off loan files
- Process weekly and monthly invoices
- Operate office machines such as photocopiers and scanners voice mail systems and personal computers
- Other duties as assigned by supervisor
QUALIFICATIONS: - Prior experience with a community bank and loan experience preferred
- Above average computer skills required: Microsoft Office Suite and various banking applications
- Excellent communication skills
- Excellent organizational skills attention to detail and the ability to complete assignments in a timely manner
- Strong verbal written and interpersonal skills as well as analytic and problem-solving skills
- Problem recognition and resolution skills
- Ability to work autonomously and within a team
- Motivated self-starter and an active learner
- Ability to think strategically with a strong attention to detail standards and consistency
- Ability to troubleshoot and resolve general customer issues
- Ability to adhere to bank policies and procedures
- Ability to work additional and/or flexible hours and shifts as needed
- Ability to apply common sense understanding to issues involving multiple variables
- High School Diploma or equivalent
- Reading & Writing Comprehension - Understanding written sentences and paragraphs in work related documents. Communicating effectively in writing as appropriate for the needs of the audience.
COMPETENCIES: - Attention to Detail the ability to see and pay attention to details; the ability to recognize the component parts of a procedure or object and to verify the correctness or error.
- Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
- Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change delays or unexpected events.
- Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
- Dependability - Follows instructions responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
- Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
- Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
- Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
- Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyones efforts to succeed.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
- Multi-Tasking ability to work on multiple assignments at the same time and prioritize assigned projects to meet deadlines.
- Technical Skills Employee must demonstrate proficiency in computer and technical skills without assistance.
PHYSICAL DEMANDS AND WORK ENVIRONMENT: - The employee is constantly (66%-100%) required to sit type or write finger dexterity see detail and close vision see beyond arms length and speak clearly in order to communicate effectively.
- The employee is frequently (33%-66%) required to bend stoop or squat lift up to 20 pounds and hear clearly in order to communicate effectively.
- The employee is occasionally (1%-33%) required to stand walk push or pull reach above shoulders lift up to 50 pounds and work in confined spaces.
- The employee is rarely (less than 1%) required to climb stairs lie down climb ladders grasp or grip drive or operate equipment work outdoors exposed to fumes chemicals solvents etc. and exposed to extreme temperatures.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties responsibilities or physical requirements. Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
| Required Experience:
IC
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