Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line.
Receives and prepares incoming materials for input into inventory, including receiving and shipping files / packages between various locations and verifying the quantity and condition of materials.
Maintains orderly and accurate record of all files and related documents in Terminal Digit order. Locates requested documents and files to meet a deadline and accommodates rushed and established Service Level Agreements (SLAs).
Performs manual movement of file folders of varying volumes while maintaining organization. Maintains and completes inventories as needed, resolving discrepancies in a timely manner.
Research file or document activity as needed. Makes new labels for files and attaches to files or matches new file folders with labels to files.
Re-files all documents in a timely manner, including inserting loose documents into corresponding files already shelved.
Processes loan documents that are coming in or out for an acquisition or sale.
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We are an equal opportunity / affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
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Backgrounds in : Librarians
Librarians
Mailroom
Admin
Servers
- Retail or Food industry works for being on feet
- Customer service experience
- Warehouse experience
Stocking experience
- High school diploma or equivalent
- Great communication, attention to detail, and professionalism.
- Experience working on your feet
- Good record with Attendance
- Basic Math skills with addition and subtraction
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Re-files all documents in a timely manner, including inserting loose documents into corresponding files already shelved. Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line. Maintains orderly and accurate record of all files ...
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