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BASIC FUNCTION

Assist customers over the phone and in person while performing various other duties, and maintaining open communication with co-workers, supervisors, and management, while providing professional and courteous service.

Job Duties –Document Control Clerk

  • Mail courtesy notices and past due notices
  • Process all incoming mail loan payments and process incoming documentation as well as scanning daily
  • Enter data daily on loans
  • Research loan files as needed
  • Assist bank examiners by pulling loan files and documents regarding history information and current information
  • Tracking in Precision and Director through ticklers
  • Assist others when searching for documents in Director
  • Assist in the ongoing training and compliance of other employees
  • Assist customers/loan officers with interest paid in writing and over the phone
  • Distribute mail throughout the department
  • Research and clear exceptions in Precision and Director

DAILY BALANCING – Daily (as backup to Escrow/HMDA Coordinator)

Periodically, document control specialists might be responsible for being backup to other co-workers within the department, and may include daily duties listed below:

  • Commitment fees
  • Dealer’s floor plans
  • Pull daily reports from Precision, GL and Journal accounts and balance them
  • Make a daily balance packet for reports, screenshots and spreadsheets
  • Work with appropriate corresponding vendor regarding participating payments

Required Qualities

Employers seek certain qualities in document control specialists. These include being self-directed, the ability to work independently, and being highly-motivated. Document control specialists often work in a fast-paced and deadline driven environment, so it’s important they can stay focused and carry out their tasks in a timely and accurate manner. They should be detail-oriented, dependable and trustworthy since they come in contact with complex and sensitive documents. 

Skills/Qualifications:

  • High school diploma or general education diploma (GED).
  • Must be 18 years of age or older
  • Knowledge of telephone etiquette, with adequate oral and written communication skills
  • 3-5 years of related experience preferred

Benefits:

  • Hands-on one on one training
  • Health/Dental/Life benefits (1st of the month following 30 days)
  • Short-Term and Long-term Disability
  • Paid Vacation (after 1 Year of Service)
  • Paid Sick (after 90 days)
  • 401(Retirement Plan)
  • Paid Holidays
  • A dynamic team to work with
  • The opportunity for growth; we promote from within!

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday. Off Weekends

EOE/Minorities/Females/Disability/Vet/Drug-Free Workplace