Part-time Credit Administration Support Specialist

Merchants Bank, Winona, has an opening for a part-time Credit Admininistration Support Specialist. This position will be 25-30 hours/week Monday - Friday. Typical hours are 8am - 1:30pm.

This detailed position involves comprehending, organizing, and uploading scanned documents into a retention software. Also involves pulling and distributing and filing loan files. This position will also support other post loan transaction file maintenance responsibilities. Must be organized, detail oriented, be able to work independently, and have good computer skills.

Merchants Bank offers competitive wages and benefits for our part-time employees including vision insurance, 401(k) retirement plan; bonus plan; paid time off; and a variety of voluntary supplemental insurance options.

Please click on Apply Now or apply in person at Merchants Bank, Winona (102 E 3rd Street). Questions can be emailed to hr@merchantsbank.com. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Job Summary

Work is performed under minimal supervision according to established procedures; emphasis of this position is to comprehend, organize, and place scanned documents into the bank’s file retention software (LQAS). The individual serving in this role needs to have a good understanding of technology and be able to develop additional skill sets associated with scanning software and proper image development within bank files. This role will also develop additional skills to further support other post loan transaction file maintenance responsibilities.

Responsibilities also include pulling and distributing loan files to various employees, filing paid off mortgage loan files, transporting files between bank locations as needed, and assisting with the disposition of paid loan files that have passed the retention period date.

Essential Responsibilities

• Scan and direct already scanned documents into LQAS
• Verify quality of scanned documents and ensure a quality image is produced
• File source documents that have been scanned in permanent storage as needed
• Assist with special projects including bulk file storage clean-up
• Develop additional skills to aid as pool support for Post Close and Import Teams within Credit Administration - assisting with loan funding, loan document review and importing of loan documents into LQAS.
• Perform scanner maintenance to ensure quality on all documents
• Conduct research as needed
• File and pull all types of loan files as requested
• Ensure some physical files are transported appropriately between bank locations
• Assist each year with the disposition of paid files that have passed the retention period date
• Employee will be expected to take responsibility to ensure that internal and external customers receive exceptional customer service and maintain customer/employee confidentiality.
• Employee will be expected to contribute to a positive working environment through words and actions within the employee’s own department as well as other areas of the bank.
• Employee will demonstrate good time management skills while maintaining a high level of accuracy.
• Adherence to compliance with laws concerning financial institutions is a must.
• Employee will be expected to complete compliance and product knowledge assignments in a timely manner.
• Regular and dependable attendance is an essential function of this job.
• Employee may be asked to perform other duties as required by business needs.

Skills and Abilities Required

• Solid analytical, organizational, problem solving and decision-making skills.
• Skill in customer relations, such as the ability to respond with sensitivity and sense of urgency to customer needs or requests.
• Proficient knowledge of personal computers and applications.
• Strong planning ability, attention to details, and the ability to work in a self-directed manner.
• Ability to work on various duties with interruptions.
• Self-motivated individual that works well with a team or individually as necessary.
• Personable, interacts well with customers and co-workers.

Working Conditions

Little or no discomfort caused by environmental factors. Some exposure to mental/visual fatigue resulting from repetition and checking for quality.

Relationships

Reports to the Credit Administration Support Lead, for fulfillment of duties, responsibilities, authority, and for proper interpretation.