Vault Operations Specialist jobs in United States
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SmartBank ยท 12 hours ago

Vault Operations Specialist

SmartBank is a Great Place to Work Employer, and they are seeking a Loan Vault Operations Specialist to join their team. The role involves tracking, organizing, and maintaining loan documents and client files, while providing operational and administrative support in loan collateral and vault inventory.

BankingFinancial ServicesService Industry
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Growth Opportunities

Responsibilities

Upholds SmartBank Core Values and Core Purpose
Adheres to and embraces the SmartBank Way by Acting Smart, Looking Smart and Being Smart
Maintain collateral file by receiving files, loose document filing, and placement within the loan vault
Images all loan, client, and financial documentation, as necessary
Provides copies of documents, titles, and files to associates as requested by electronic communications in accordance with bank standards
All CIT (Change in Terms) or loose items documents will be filed within 3 days of receipt
Once the paid-out report is received a total of 15 files will be worked daily to include review/shred
Preparing and packaging closed files to be archived for offsite storage or destruction with bank standards
Maintain physical security of the loan vault, limiting access to authorized personnel only
Create, maintain, and ensure accurate entries in records retention system(s)
Perform collateral duties and special projects as assigned
Required to stay up to date on all systems by attending webinars or classes as needed
Complies with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act
Other duties as assigned or needed

Qualification

Loan experienceBanking experienceCustomer serviceRecords retentionComputer competencyAttention to detailTeamworkAdaptabilityCommunication skillsIntegrity

Required

High School Diploma or equivalent
3 years of banking and customer service experience
1 year loan experience
Ability to apply knowledge and sound judgment in decision-making using established guidelines
Excellent customer service skills
High level of integrity
Must be capable of handling confidential information in a trustworthy manner
Self-starter
Must be able to prioritize and organize daily workflow
Must possess the ability to handle multiple tasks simultaneously, with frequent interruptions
Demonstrates the ability to maintain a positive attitude
Detail oriented and ability to function in a team environment
Willing to accept new ideas and methods and be agreeable to change
Proficient level of computer competency including Microsoft Windows (Word, Excel, Outlook), and typing
Strong written and oral communication skills
Able to maintain regular and predictable attendance
Able to sit for long periods of time
Frequent and regularly required movements using wrists, hand and/or fingers
Ability to hear average or normal conversations and receive ordinary information
Must be available to work the required schedule of the department
May be required to travel to training sessions or meetings
Flexible and adaptable to change

Benefits

Medical, dental, vision, life, and disability insurance.
A 401(k) plan with an employer match of up to 4%.
Generous paid time off (PTO), including a minimum of 3 weeks.
SmartFlex Days.
Up to 11 Paid Company Holidays.
Mental health benefits, include 8 free sessions with a coach or certified professional.
Paid community involvement opportunities.
Company-provided apparel at no cost.
Learning and development opportunities, including professional and career development and tuition reimbursement

Company

SmartBank

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SmartBank is committed to offering the most efficient, effective, and secure way of delivering your financial information. It is a sub-organization of SmartFinancial.

Funding

Current Stage
Public Company
Total Funding
unknown
2014-04-08IPO

Leadership Team

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Billy Carroll
President & CEO
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Brad Place
Chief Technology Officer
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Company data provided by crunchbase