Loan Operations Records Clerk bei None

Great employees are essential to maintaining the confidence our customers place in us. FGB believes that our employees are our greatest asset as demonstrated in their professionalism and dedication. We encourage open communication and strive to cultivate an environment in which our employees will contribute new ideas and innovations that will help us excel. As we grow, we want YOU to join our team to help fulfill our mission of serving the banking needs in our local communities.

Our full-time employees are eligible for amazing benefits including medical, dental, vision, and basic life/AD&D insurance, prescription drug benefits, long term disability, and salary continuance (short-term disability). In addition, they get paid holidays, paid vacation and sick leave, a tuition reimbursement program, 401k, section 125 cafeteria plan, and the opportunity to earn FGB stock grants. Apply today to enjoy these benefits and more!  

Position Summary

The Loan Operations Records Clerk is responsible for maintaining, organizing, and ensuring the accuracy of loan documents and files throughout their lifecycle, supporting loan operations and compliance activities.

Essential Duties and Responsibilities

1. Perform quality control and/or post-close review for new/amended loans.
2. Support loan officers requiring documentation for closing.
3. Preparation of collateral releases.
4. Prepare files required for internal and external audits.
5. Purge old loan files, tag and box for offsite storage.
6. Perform routine clerical duties, such as maintaining files, loan documents, notes, and other indexed records arranged in a file according to an established order.
7. Retrieve data or correspondence from files as requested within an appropriate time frame.
8. Maintain confidentiality regarding all loan and financial information.
9. Adhere to BSA/AML policy and all other bank policies.
10. Any additional duties as assigned by supervisor.

Minimum Qualifications (Education, Experience, Skills)

• High school diploma or equivalent required; 0–2 years of experience in the field or a related area.
• Familiarity with commonly used concepts, practices, and procedures relevant to the role.
• Strong multitasking abilities.
• Well-organized and detail oriented.
• Effective team player with strong interpersonal skills.
• Proficient in Microsoft Word and Excel.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must be able to lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position.  Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.  To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently.  Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.  The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.