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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