PRIMARY PURPOSE OF JOB
Create all types of loan documents for the loan processing department as well as uploading loan data and new customer information to the bank's core system.
EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS
- Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
- Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.
ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS
- Creates loan documents for all types of loans (consumer, real estate, commercial, secondary market) in a timely manner according to bank and regulatory guidelines;
- Checks and insures that all proper authority has been received to create the documents;
- Inputs the new loan information and new customer information into the core system;
- Maintains the document tracking for certain loans;
- Inputs HMDA information into the LAR;
- Assists with flood program management; and,
- Assists with miscellaneous other job duties.