Position Title: Document Prep Assistant
Location: Ruther Glen, VA 22546
Position Status: 2 month contract-to-hire
Compensation:\ Negotiable
Shift: Monday - Friday (8am to 5pm)
Position Accountabilities:
- Service deposit accounts according to guidelines and procedures
- Monitor daily non-sufficient funds reports, obtain necessary approvals and communicate to retail as needed
- Handle daily incoming customer requests and inquiries in a professional manner
- Process payments and advances on loans
- Perform account maintenance and research as needed
- Prepare post-closing loan packages to include maintaining files and clearing exceptions
- Adhere to all applicable laws and regulations governing bank operations
- Image or file financial statements and documents as needed
- Perform preliminary loan closing requirements such as to include flood certifications, credit reports, residential appraisals, environmental reports, UCC searches or other reports as needed
- Prepare commercial loan closing packages
- Prepare tickets and/or wire transfers as needed
- May assist in management of construction loans
- Prepare pay off quotes and handle releases
- Performs other duties as assigned
Education and Experience:
- High school diploma or equivalent
- 3-5 years commercial or retail banking or industry related experience required
- Commercial loan experience preferred
Knowledge and Skills:
- Working knowledge of LaserPro or comparable document preparation banking software
- Superior customer service skills
- Excellent computer skills relevant to Microsoft Office Suites
- Excellent communication skills
- Well organized with attention to detail
- Ability to prioritize and manage multiple priorities
- Flexible, able to adapt to change
- Superior time management and problem-solving skills
- Ability to work independently as well as within a team environment
- Analytical skills