This position will assist with the management of loan records, and ensuring effective retention of lending records and documents in accordance with First United policies and practices.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Ensures that documents are properly maintained, archived, and stored in a secure area as necessary.
• Recommends retention guidelines and schedules to comply with regulations.
• Maintains records for documents using a variety of storage media that includes storage logs and retrieval records.
• Ensures continued compliance with standards and procedures regarding record retention.
• Manages daily mail within the department and distributes daily reports to responsible parties.

ADDITIONAL DUTIES AND RESPONSIBILITIES

• Maintains a professional work/copy room environment.
• Assists other departments as needed.
• Handles internal customer complaints and communicates issues to supervisor as needed.
• Recommends to supervisor possible methods to improve department efficiency.
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Dresses professionally.
• Other duties as assigned by supervisor.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

• High school diploma or GED required.
• Minimum one year working experience in the loan area of a banking institution
• Good understanding of financial institution products and services.

Technical/Functional Competencies

• Must be able to lift 35 to 50 lb boxes.
• Good understanding of computer spreadsheet and word processing programs.

• Strong understanding of loans and loan products.
• Ability to initiate tasks and projects with little or no supervision.

• Exceptional customer service skills.
• Good problem-solving and decision making skills.
• Demonstrates good judgment.
• Strong organizational skills.
• Strong interpersonal skills and ability to work well with a wide range of people.
• Ability to communicate well with internal customers by all means of communication including written, verbal, and non-verbal communication.
• Willingness to accept additional responsibilities
• Dependable and adheres to time lines and schedules.
• Takes initiative in development and completion of projects.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

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