Credit Operations Clerk I

Operations Clerk - Loan Booking

Reports To: Booking Supervisor

Indirectly Reports To: Senior Vice President of Loan Operations

Reports To This Position: None

FLSA Status: Non-Exempt

Role Summary

Responsible for the accurate booking and processing of newly originated loans as well as loan modifications and renewals to the Banks core operating system.

Specific Job Functions (Duties/Responsibilities)

• Accurately process new, modified, and renewed consumer and commercial loan types within the Bank's core platform.
• Perform daily balancing of the payment and fees in process general ledger account.
• Assist in the daily processing of loan account maintenance and branch associate requests.
• Participate in the daily review and remediation of unposted and rejected loan items as well as the cash items general ledger account.
• Perform other duties as assigned.

Knowledge/Skills/Abilities Required

• Ability to make sound decisions within proper authority and use good judgment based on authority vested by the Loan Booking Supervisor; know when to refer situations to a higher authority.
• Strong analytical skills with attention to detail and ability to identify and interpret detailed documentation.
• Ability to work in a high-information, high-responsibility, frequently changing environment.
• Excellent initiative and drive skills, proactive teamwork, cooperation and interpersonal skills.
• Ability to work with limited supervision and to plan and organize daily workflow to achieve set objectives and deadlines.
• Excellent oral and written communication skills, ability to communicate effectively with a broad base of internal associates.
• Strong organizational, multi-tasking and prioritization skills.
• Possess the necessary interpersonal skills to facilitate proactive teamwork, to communicate effectively and maintain a friendly, courteous, and professional demeanor at all times.
• Ability to maintain a sound understanding of lending documentation.
• Ability to identify problems and resolve them in a proactive, timely manner.
• Strong PC skills with emphasis on Microsoft Office and web-based applications.

Education/Experience Requirements

• Associate's degree or equivalent experience.
• Two to four years of financial services experience preferred.
• Capable user of computer systems and technology, including word-processing, spreadsheets, etc.
• Possess strong interpersonal, communication and leadership skills.