Mortgage Loan Clerk

Job Summary:  Acts as main receptionist for Mortgage Office, taking calls, scanning files and handling various office tasks.

Essential Duties:

• Responsible for answering incoming calls and taking accurate, clearly stated messages, and greeting customers.
• Handle incoming and outgoing mail tasks such as, Fed Ex labels & monitoring shipments, preparing mailing labels, accepting & distributing deliveries.
• Ensure excellent customer service by communicating clearly and exchanging information carefully. 
• Maintain a high level of customer confidentiality.
• Work independently while following instruction.
• Scans closed in-house loans and trailing documents into Accu-Systems.
• Ordering  wire transfers, assists in JH transactions for loan payments and HELOC transfer.
• JH  Maintenance
• Monitoring outstanding title policies, recorded & trailing documents.
• Process file maintenance paperwork for payoff loans.
• Filing, Excel, Word Processing, Accu-Systems, Jack Henry.
• Process file maintenance paperwork for payoff loans.
• Complete required training and compliance with Bank Secrecy Act/Anti-Money Laundering policies, procedures, including identification of suspicious activity, CTR (Currency Transaction Report) preparation and other job specific policies/procedures pertaining to this position.
• May perform additional duties as required by business needs.

 Education / Experience:

• A high school diploma or equivalent.
• This position requires at least 2 years previous  general office experience and bookkeeping experience a plus.
• Knowledge applicable to mortgage loan industry a plus.

Minimum Qualifications:

• Ability to communicate clearly and exchange information carefully.
• This position requires at least 2 years previous general office experience and bookkeeping experience a plus. 
• Excellent customer service skills with attention to detail.
• Strong clerical office skills including filing, typing, 10-key and answering phone.
• Ability to work in an environment with a high volume of production.
• Good grammatical, spelling, and word usage expertise.
• Ability to develop and maintain organizational structure.
• Ability to communicate effectively both verbally and in writing.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• Ability to prioritize, meets deadlines, and coordinates a variety of activities.
• Skills in the operation of a personal computer with word processing and spreadsheet software, PC based programs, and intra/internet and other office equipment
• Ability to work independently and make sound judgments.
• Ability to understand many areas of mortgage industry.

Physical Requirements:

• Must be able to remain in a stationary position constantly. 
• The person in this position needs to occasionally move about inside the office to access file cabinets and other office machinery such as, a copy, printer, fax machine, scanner.
• Constantly operates a computer and other office productivity machinery; such as a calculator, copy machine, scanner, fax, and printer.
• The person in this position frequently communicates with employees and/or customers with inquiries.  Must be able to exchange information in these situations.
• Constantly assesses information from computer, manuals, spreadsheets and other bank systems.
• Ability to transport file boxes to another work location (records vault).
• In charge of shredding and file keeping in vault.
• Ability to drive and/or ride in a vehicle to attend educational training or required meetings.

Bank of Eastern Oregon is an Equal Opportunity Employer of minorities, women, protected veterans and individuals with disabilities.

This job description is subject to change and other functions may be assigned/reassigned at management's discretion, in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position, and is not an employment contract. The aforementioned job requirements are subject to change to reasonably accommodate qualified disabled individuals.

Current Openings for Mortgage Loan Clerk Jobs at Bank of Eastern Oregon