Valley Bank Job - 49208440 | CareerArc
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Company: Valley Bank
Location: St. Petersburg, FL
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

Responsibilities include, but are not limited to:

  • Receive loan documentation for borrowers, guarantors and other information for commercial loan files.
  • Review documentation for completeness; add exceptions and ticklers as needed.
  • Scan documentation into specific categories and prepare proper indexing for ease of retrieval.
  • Accurately and efficiently image and update various loan, credit and report-related documents received from numerous departments daily into imaging system.
  • Review newly created digital documentation for completeness, accuracy and clarity.
  • Prepare and maintain the tracking imaging control log.
  • Organize and archive physical documentation that has been digitized for future retrieval as may be necessary for legal proceedings.
  • Provide training for any authorized users with potential Smart Search problematic or research issues, including loan officers, administrative assistants, internal and external auditors and regulatory agencies.
  • Provide feedback concerning document exceptions and/or deficiencies.
  • Provide assistance, research, or training to other team members, including Lending and Credit teams, or internal and external auditors.


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