Banking Services Operations Associate III - Records & Retention

Job description

Overview: Fulfills and assists with management of requests for filing and retrieving loan folders and documents for Commercial, Consumer and Residential Mortgage loans. Primary Responsibilities: - Process imaged document retrieval requests for business partners and external customers utilizing Bank and vendor owned repository systems. - Scan and image documents. - Package and send loan folders and/or documents via external postal delivery. - Box, ship, retrieve and track folders and/or documents to and from storage warehouse. - Contact prior servicers or sellers for loan documentation, on an as needed basis. - Provide operational and project support to department Group Leaders. - Receive and process incoming and outgoing loan folders, and/or documents in a timely and accurate manner. - Assist with procedure writing. - Transport requested loan folders and/or documents to and from onsite business partners. - Track and query incoming and outgoing loan folders and/or documents via electronic and/or manual means. - Complete complex file room duties as assigned. - Assist with coordination for loan acquisitions and transfers. - Adhere to the Company’s standards for confidentiality. - Unde...