Documentation Specialist en Five Star Bank

The expected rate of pay for this position is shown above.   Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained.   Market and organizational factors are also considered.  In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.

Position Title: Documentation Specialist

Reports To: Collateral Control Supervisor

Department: File Room/Loan Servicing

FLSA Status: Non-Exempt 

Purpose: The Documentation Specialist is responsible for all imaging/importing of electronic and paper loan documents from loan origination through life of loan, in addition to the inventorying and storing of all collateral files in a secure environment. This position is responsible for maintaining all loan supplies for all of loan processing and loan servicing.   

Supervisory Responsibilities:

Degree of Supervision Received: Moderate

Degree of Supervision Given: None

Essential Functions:

1. Accurately label and inventory all new loan files according to department procedures.
2. Act as a custodian to track location of all loan collateral files. Perform annual inventory of entire loan portfolio to include Consumer, Residential, Small Business and Commercial loan collateral files, utilizing Bank software and any other resources available.  Research files that are misplaced, unable to locate or never received.  
3. Process requests for retrieval of collateral loan files or loan documentation using Bank Software.  Assist adverse claims processing with information subpoenas and provide copies of only required documents requested.
4. Update file tracking system to reflect paid off loans for long term storage.
5. Image manually or electronically import new loan files and follow up documents.   File all required documentation in the correct collateral files.
6. Maintain appropriate levels of loan servicing supplies and distribute as necessary to branches and all loan servicing and loan origination areas.
7. Demonstrates the standards and principles of the Five Star Bank experience in every interaction with internal and external customers and associates.   Incorporates the high-performance behaviors of teamwork, leading by example and service in every facet of work.

Job Related Qualifications – Education and Prior Experience:

Required:

• Education: High School Diploma or Equivalent
• Prior Experience: Banking, Clerical or Office Experience
• Licenses or Accreditation: N/A

Competencies:

1. High level of attention to detail with the ability to follow detailed procedures and ensure accuracy.
2. Strong organizational skills with the ability to multitask and prioritize to meet assigned deadlines.
3. Strong verbal and written communication skills.
4. Experience with Windows-based PC’s and Microsoft Outlook with the ability to learn new and existing banking software.
5. Ability to work with all levels of staff and management.
6. Responds to requests for information in a timely and professional manner.

Physical Requirements:

1. Able to regularly sit for prolonged periods of time.
2. Able to regularly stand for prolonged periods of time.
3. Extensive computer usage is required.
4. Able to perform repetitive motion throughout shift.
5. Able to lift up to 50lbs.
6. Able to climb a step ladder occasionally.

This job description is not exhaustive. The Documentation Specialist may be required to perform other duties as assigned.