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