Loan Administration Clerk - First Financial Corporation - Terre Haute, IN

Performs clerical duties related to processing mortgage loan transactions. Processes loan files by inputting information on bank system, maintains loans transactions, process modifications on computer, prepares modifications on computer, prepare payoff statements, prepare and run general ledger tickets, prepares mortgage releases for paid mortgages.

Job Entry Requirements

High school diploma or equivalent, understanding of financial institution mortgage loan and documentation procedures, good written and oral communication skills, strong analytical skills helpful, 10-key calculator skills, working knowledge of Microsoft Word and Excel.

Primary Activities

(Essential duties and responsibilities include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

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Performs clerical duties as related to processing mortgage loan transactions, including processing loan transactions, and maintaining departmental records.

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Interacting with customers regarding loan accounts and maintenance tracking

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Understanding and performing mortgage loan duties for customers.

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Analyzes, researches reports related to bank customer mortgage loan accounts.

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Prepare mortgage releases for paid off mortgages

Competency/Skill Level

(The behaviors, knowledge, and motivations important to success in the job.)

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Written and Oral Communication skills

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Customer Service Orientation

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Initiative

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Teamwork

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Analytical and Organizational Skills

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Problem Assessment and Solving Skills

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Innovation

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Ability to Work Independently

Key Behaviors

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Provides Proper Telephone Etiquette to Internal/External Customers

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Services Internal/External Customer Requests/Inquiries

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Reviews Required Documentation for Accuracy and Completeness

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Recognizes and Follows Through on referral Opportunities

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Personal Development as Established with Manager

Bank Secrecy Act

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Maintain sufficient knowledge and understanding of the Bank Secrecy Act, Anti-Money Laundering/Anti-Terrorist Financing/PATRIOT Act and OFAC regulations

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To be able to fulfill applicable requirements and responsibilities under the bank’s related policies and programs.

Critical Job Elements

(Essential duties and responsibilities include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

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Generally good working environment with little exposure to noise, extreme temperatures or other adverse factors.

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Limited physical effort required.

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Regularly required to talk and hear. Frequently required to stand, walk, sit, use hands to finger, handle or feel objects, work tools or equipment, and reach with hands and arms. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.

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Average amount of pressure to work efficiently and accurately.

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Average mental effort consisting of normal levels of concentration, memory, complexity of decision making, time pressure, analytical thinking.