Woodforest National Bank · 1 day ago
Document Processing Clerk
Texas-The Woodlands
Full-time
Onsite
Entry Level
1+ years expWoodforest National Bank is a privately owned, nationally recognized award-winning bank focused on building relationships and serving communities. The Document Processing Clerk is responsible for processing legal requests related to customer accounts, ensuring compliance and accuracy in approvals and reviews.
Banking
Responsibilities
Review and interpret legal orders to ensure accurate understanding of the instructions provided
Reviews, process, and issue branch approval for legal documentation received related to customer accounts and banking transactions and references to any relevant laws and regulations to ensure requests and orders are processed in accordance with Bank and legal requirements
Prepare and file bank responses to legal requests with courts, attorneys, and agencies; notify customers by mail of actions taken
Assists with department intake of legal requests; creates cases for received requests to be tracked and managed electronically
Provides exceptional customer service to a variety of internal and external parties including customers, branches, agencies, and attorneys
Qualification
Required
1+ years of banking experience with the ability to apply advanced reading and comprehension skills for document processing required
High School Diploma or equivalent required
Ability to apply advanced reading and comprehension skills
Possess a solid ability to read, review and comprehend legal documents, ensuring compliance and accuracy in approvals and reviews
Good internet research skills with proficiency in Microsoft Office (Excel, Word, Outlook, SharePoint portal sites), and the ability to quickly learn and navigate banking software applications and systems (Bancline, Mozart) and related government websites
Excellent organizational and data entry skills, ability to maintain accuracy, and ability to meet deadlines
Customer service orientation with effective problem-solving abilities and sound decision-making skills
Ability to follow directions and apply proper policies, procedures, and guidelines
Ability to work flexible hours; demonstrated good attendance and punctuality
Analytical and detail oriented, while working at a fast pace and capable of multi-tasking
Excellent verbal and written communication skills with the ability to maintain confidentiality and professionalism while interacting with internal and external parties
Working knowledge of banking policies and procedures with the ability to read and comprehend related legal documents, laws, and statutes
Preferred
CRM and case management software experience a plus
Company
Woodforest National Bank
Woodforest National Bank is a strongest community banks in the nation, offers quality customer service.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Scott Haney
Vice President, Corporate Operations
Todd Linden
Executive Vice President & Division Head Merchant Acquiring
Recent News
2025-09-12
Seattle TechFlash
2025-09-12
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