3 jobs found

JOB SPECIFICATIONS Applicant must qualify under the following specifications Education: High School Graduate or equivalent Experience: One year of banking experience preferred with background experience in the lending field preferred JOB SUMMARY This position is responsible for the boarding and maintenance of loans in the core system, processing payments and advances, and making sure that the collateral is perfected, and all documents are properly imaged. The position works closely with the other members of the Loan Support team. This position requires close interaction with other departments and branches in a tactful and positive manner. ESSENTIAL FUNCTIONS • Review loan document package and fund loans • Board loans on DCI system • Perform File Maintenance on boarded files • Create and setup files for each boarded loan • Review and receive original documents for imaging • Scan original documents to imaging system • Post payments and advances as needed • Post payoffs...

JOB SPECIFICATIONS Applicant must qualify under the following specifications: Education: High School Graduate or equivalent Experience: 2 years experience in a comparable position. General banking knowledge preferred JOB SUMMARY To answer incoming telephone calls, direct calls to proper person and/or department, and resolve client inquiries. ESSENTIAL FUNCTIONS • Answer client calls in a professional tone and manner • Assist in the operations of Banking On-Call, Online Banking and Online Bill Pay functions • Handle client debit card transaction problems • Open and distribute daily mail, log returned mail and distribute to appropriate department for corrections • Prepare Operations certifications • Process victim restitution payments • Review debit card order report for accuracy and problems • Departmental Supply Orders • Back-up o Wire Transfer Verification o GL Balancing o File Maintenance o Assist with new account mailings • Other duties as assigned to meet...

JOB SPECIFICATIONS Education: College degree preferred. High school Graduate or equivalent professional experience Experience: Office experience with background in financial services or accounting is desirable ESSENTIAL FUNCTIONS • Minimum of 3-years of experience and mastery of the following: • Answer phones and greet Trust clients, handle calls related to trust accounts and answer routine inquiries. • File and scan documents • Archive files as necessary • Bill paying • Receive, open and distribute incoming mail as required • As directed by Trust Officer, create and maintain files for current and future business accounts • Complete opening and closing account checklists, assist with inventories, set up trusts in the trust accounting system, assist with asset transfers, account reviews and information for the monthly trust committee meeting, as directed by Trust Officer • Assist with tax filing • Assist with trust operations (Medford branch) • Creating distribution packets...