Documentation Clerk jobs in Bakersfield, CA

Under general supervision, performs a variety of centralized services duties pertaining to the boarding and servicing of commercial, real estate and consumer loans including: documentation preparation and/or review, documentation file preparation/maintenance, insurance follow-up, payment processing, preparation of demands, disbursement of loan proceeds and any other duty as assigned. Generally has three or more year’s experience.

• Documentation preparation and review.
• Loan boarding in Jack Henry.
• Develops and maintains documentation files.
• Maintains withdrawn and declined loan files and log.
• Maintains application, collateral and other logs.
• Reads and understands the Bank’s General Loan Manual and all loan policies & procedures.
• Complete daily transactions in a timely manner (payments, advances, etc)
• Understand and adhere to all compliance regulations as presented in various training meetings
• Answer phone calls and email inquiries
• Collect all applicable data for HMDA, Flood Insurance, and Hazard Insurance to ensure compliance with regulatory lending requirements
• Add loan documentation to Accusystems and review to ensure accuracy
• Prepare closed loan letters and forward with paid notes and collateral releases
• Update Jack Henry loan tickler in accordance with information provided by lending staff
• Performs all other duties as assigned by Supervisor

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

Desired Requirements

Minimum Requirements

• Project a businesslike professionalism to the client in both appearance and manner.
• Possess a strong customer service orientation, and a willingness to place the customer first.
• Possess strong written/verbal communication skills as well as excellent organizational/time management skills.
• Basic skills in computer terminal and personal computer operation; and word processing and spreadsheet software.
• Ability to work with minimal supervision while performing duties.
• Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.