Job Summary:

The Retail Lending Operations Clerk will perform administrative and clerical duties to process loans from initial receipt to final entry in the loan database.

Supervisory Responsibilities:

• None

Duties/Responsibilities:

• Verifies accuracy and completeness of data and documents for incoming direct loans; assessments may include verifying accuracy of financials, completion of credit authorizations, and collection of required documentation.
• Enters verified contracts into the consumer loan database system.
• Prepares and submits forms or documentation needed to make necessary corrections to incomplete or inaccurate data.
• Prepares vouchers, settlement sheets, and general ledger entries.
• Maintains complete loan portfolio records including vouchers, services, payoffs, corrections, and year-end interest reporting.
• Performs other duties as assigned.

Required Skills/Abilities:

• Excellent interpersonal and customer service skills.
• Excellent administrative and clerical skills.
• Excellent organizational skills and attention to detail.
• Computer proficiency to use and interact with consumer loan database.
• Proficient with Microsoft Office Suite or related software to prepare documentation.

Education and Experience:

• High school diploma or equivalent required.
• At least one year of clerical experience required; bank teller or similar experience preferred.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.