RESPONSIBILITIES

• Track mortgage loan files, from origination to destruction
• Prepare and notarize applicable mortgage release documentation from recorded documents, following the recording guidelines for both in-state and out-of-state mortgage releases for paid loans or partial releases
• Monitor flow of loan files from the File Center to off-site storage, if applicable
• Support bank associates and customers by referring them to the eFile on Director Unity Client or if necessary by forwarding requested loan documents via email, fax, interoffice mail, or in-person delivery
• Scan and upload any additional physical documents and electronic documents to eFile in Director Unity Client
• File any documents in the physical file that are required and update physical file checklist as well as electronic physical file checklist in workflow
• Perform Physical File Review for required documents and track in Director Unity Client Physical File Review Workflow
• Assist with internal and/or external audits by organizing and delivering file requests in a timely manner
• Respond to File Center phone calls, workflow requests, email, in-person requests, and fax requests in order of urgency and/or priority
• Prepare checks for submission of releases to the county recorder offices and the county title offices
• Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
• Deliver a consistent, high level of service within our Serving More standards
• Other duties as assigned

COMPETENCIES

• Interpersonal/Customer Service Skills
• Written and Verbal Communication
• Ability to understand and follow directions
• Adaptable to change
• Basic Computer Skills
• Organizational Skills/Detail Oriented
• Able to Multi-Task or Juggle Priorities
• Ability to work as part of a team

SCHEDULE

Typical office hours are Monday through Friday 8am to 5pm. This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status.

This position is 100% onsite.

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

High School diploma or equivalent required

1-2 years related work experience preferred