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Document Prep Assistant

Ruther Glen, VA
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

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