Loan Operations Utility Clerk jobs in United States
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Commercial Bank and Trust Company ยท 3 weeks ago

Loan Operations Utility Clerk

Commercial Bank and Trust Company is a banking institution seeking a Loan Operations Utility Clerk. The role involves monitoring emails, filing documents, and providing support to front-line employees to enhance efficiency and customer service.

BankingFinancial ServicesPersonal Branding

Responsibilities

Monitors incoming emails to Loan Operations from branches and directs the information to the appropriate person
Electronically files imported documents, including those for the Mortgage Loan Department, and tracks documents daily
Prepares documents necessary to release collateral
Collects and records items to State and County and delivers local
Performs Q&A on Synergy maintenance and assist others with Q&A as needed
Cross trained to back up Maintenance Clerk, Insurance Clerk, Verification Clerk, Balance Clerk, and Financial Clerk
Cross trained to prepare Board reports as assigned by Supervisor
Provides the highest level of support to their customers (front-line employees) therefore enabling the front-line employees to sell more bank products and services
Has a helpful attitude with co-workers and customers
Strives to improve efficiency in his/her work area through cost savings
Has prompt and regular attendance
Performs other duties assigned by supervisor
Completes all training assigned by HR, IT, Compliance, BSA, and supervisor on a timely basis
Follows IT Policies and Procedures, including the diligent reporting of phishing emails

Qualification

Microsoft Office SuiteVerbal communicationWritten communicationAdaptability

Required

High school diploma or equivalent

Preferred

Excellent verbal and written communication skills
Proficient in Microsoft Office Suite or related software
Ability to adapt to flexible work schedule

Company

Commercial Bank and Trust Company

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Commercial Bank and Trust Company is a unique full-service bank, distinguished by its impeccable customer service and refined atmosphere.

Funding

Current Stage
Growth Stage

Leadership Team

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Brett L. Stoots, CPA
Chief Financial Officer
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Carrie Birky
Risk Operations Director, BSA/OFAC Officer, Security Officer
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Recent News

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