Overview
Lead Document Specialist Jobs in Wichita, KS at Stryv Bank
This position provides assistance/support to Loan Officers and staff with the processing of loans. Represents Stryv Bank by developing and fostering positive relationships with customers and various community organizations. Participates in staff meetings and maintains customer confidentiality.
Essential Duties and Responsibilities
- Provides administrative assistance to the loan officers and staff, updating loan data into the financial institution’s computers, and assembling documentation for customer loans.
- Types and prepares loan documentation (Consumer, Real Estate and Commercial loans) for signature; while assembling and verifying accuracy of loan documentation
- Builds completed loan docs in a timely fashion and ensures accuracy of information. Checking documents for proper vesting, legal descriptions, closing dates and signatures.
- Performs document scanning duties for imaging on all new accounts and maintenance requests.
- Answers incoming telephone calls, resolves customer inquiries within prescribed authority, and when necessary, directing calls to the appropriate officer or department.
- Completes all tasks related to Escrow including payment of insurance and real estate taxes. Including: review and update all end of year escrow analysis, checking for accuracy and preparing surplus escrow checks.
- Maintains new and paid loan files. Performs variety of clerical duties requiring knowledge of departmental procedures. Uses office computers for data input and other activities, and orders credit reports.
- Booking, Maintaining and posting payments to Loan accounts on Core system.
- Balance of G/L Accounts and Fed Funds.
- Checks new loans for compliance and records any discrepancies in the compliance log. Updates and maintains compliance log by contacting title companies, insurance companies and customers as needed. Receives and follows up on outstanding documentation.
- Obtains information related to the loan origination process including: credit reports, preliminary title reports, customer identification verifications, UCC Searches, insurance information, and various other items.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
- Other duties as assigned
Qualification Requirements
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to provide courteous, knowledgeable and professional customer service in person, and on the telephone and via electronic communications.
- Ability to perform a wide range of administrative skills.
- Knowledge of general banking policies /procedures
- Strong/advanced skills operating a personal computer including Microsoft Word, Microsoft Excel, Microsoft Outlook and navigating the internet.
- Ability to assume responsibility, display initiative, exercise good judgment and make and act upon decisions with minimal supervision.
Education and/or Experience Requirements
High School Diploma or equivalent. Successful completion of in-house training program or other approved training. Good interpersonal communication and computer skills; ability to operate standard office equipment. EOE.
Other Skills and Abilities
To perform the job successfully, an individual should demonstrate the following competencies:
- Accuracy and Quality – Ability to achieve a high standard with work processes and outcomes, is able to complete tasks with a concern for all details involved; monitors and checks work for precision, clarity and completeness; produces quality results.
- Continuous Learning – Ability to take responsibility for own learning and development by acquiring and refining of technical and professional skills needed in job related areas; ability to proactively seek performance feedback and identify approaches to improve own performance.
- Verbal Communication – Ability to express ideas effectively and speak clearly in individual or group situations, adjusting style and methods to meet specific needs of the audience; attentively listens to others to gather data and paraphrase meaning to verify understanding.
- Dependability – Ability to make self-available for work on a consistent and timely basis with infrequent unplanned absences; ability to ensure work responsibilities are covered when absent; ability to follow instructions and respond to managements directions.
- Prioritization/Time Management – Ability to assess multiple tasks or issues which are competing for a limited amount of time or resources and effectively determine order in which each will be addressed; ability to set priorities, goals and timetables to achieve maximum productivity; ability to track both completed and incomplete activities.
- Teamwork – Ability to work cooperatively with others as part of a formal or informal team to accomplish Bank goals; ability to respect the needs ideas and contributions of others; ability to contribute to and accepts consensus; ability to subordinate own objectives to the bank or their team. Ability to focus on solving conflict, not blaming; ability to maintain confidentiality.
- Customer service – Ability to provide internal and external customers with the highest quality of customer service that meets their needs, in a timely, efficient and professional manner; ability to follow up on customer complaints, questions or requests.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand, walk, sit, reach with arms, talk or hear and use hands to handle or feel objects, tools or controls. The employee is occasionally required to climb or balance, stoop, kneel, crouch and may occasionally use ladders for a variety of tasks. The employee must frequently lift and/or move 20-25 pounds and occasionally lift and/or move 20-25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Some driving may be required.
Post-offer physical is not required for this position.
The employee must have the ability to use a computer keyboard, mouse, calculator, copier, fax machine, and telephone. The work environment is indoors with a majority of time spent sitting at a desk. The noise level is moderate.
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Experience:
- Banking: 2 years (Required)
Work Location: In person
Title: Lead Document Specialist
Company: Stryv Bank
Location: Wichita, KS
