Job Description
Job Summary:
The Loan File Clerk is responsible for maintaining the loan files, learning the loan policies and verifying all files contain the required documents. Releasing loan files and collateral files in accordance with established guidelines to the proper parties. Keep track of the files when they are out of the file room. Assures compliance will all policies and procedures, as well as all applicable state and federal regulations.
Essential duties and responsibilities include the following, other duties may be assigned:
- File records away in alphabetical or numerical order.
- Scan and code files for proper placement to core system.
- Retrieve files as necessary.
- Ensure if files are retrieved that they are returned and filed appropriately.
- Clean and maintain file space.
- Purge old files.
- Create new entries as needed.
- Log all files that are removed.
- Photocopy files when necessary.
- Ensure that files are accessible.
- Ensure no material in files are lost or misplaced.
- Assist Loan department as needed with projects.
Qualifications and/or Experience:
- High school diploma or GED required.
- 2 years of prior experience in Loan documentation preferred.
- Knowledge of OSI and Laser Pro Programs helpful.
- Communication skills.
- Some mortgage/banking knowledge helpful.
- Working knowledge of computers.
- Good organizational skills are required.
- Knowledge of database management.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
Physical setting:
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Sewell, NJ: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Document management: 2 years (Required)
- Computer literacy: 2 years (Required)
- Database management: 1 year (Required)
Work Location: In person
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