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Document Imaging Specialist II
Document Imaging Specialist IIHeritage Bank • Reno, NV, United States
Document Imaging Specialist II

Document Imaging Specialist II

Heritage Bank • Reno, NV, United States
19 days ago
Job type
  • Full-time
  • Part-time
Job description

About The Role

POSITION SUMMARY

Assists the Lending Department with all imaging and scanning of loan documents; collateral insurance and title policy tracking; and file room organization.

MAJOR DUTIES & RESPONSIBILITIES

  • Ensure all documentation is complete and accurate
  • Upload and index all documentation into Synergy Capture - bank's imaging softwar and nCino DocMan, as applicable.
  • Move documentation between software platforms as required
  • Assist with periodic reviews for HMDA and CRA source documentation
  • Perform secondary review of scanned files
  • Perform collateral insurance tracking, scanning, and filing
  • Perform title insurance tracking, receipt and approval by account officer, scanning and filing
  • Ensure Collateral Tracking status is updated weekly in both Jack Henry and nCino, as applicable.
  • Ensure file room organization
  • Assist with file retrieval for loan exam(s)
  • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
  • Perform other duties, as may be assigned by supervisor.

About You

MINIMUM QUALIFICATIONS

Education and Experience :

  • High School Diploma or Equivalent
  • Banking experience preferred
  • Knowledge, Skill and Abilities :

  • Must have the ability to work in a professional and confidential manner
  • Excellent customer service skills
  • Excellent organizational and time management skills, with the ability to multi-task
  • Possess a high degree of investigative, analytical skills - be detail orientated
  • Good knowledge of basic office equipment
  • Basic computer skills with working knowledge of Word, Excel and Adobe Acrobat
  • WORK ENVIRONMENT :

    Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.

    PHYSICAL DEMANDS :

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the employee is often required to : sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to : stand; walk; and lift or reach with hands and arms. This is an on-site position and regular attendance is considered an essential function of the position.

    Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

    Specific lifting abilities required by this job include : Light work. The employee is constantly required to stand and walk. Exerting up to 25 pounds of force occasionally, and / or up to 10 pounds of force frequently, and / or a negligible amount of force constantly to move objects. If the use of arm and / or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time.

    Specific vision abilities required by this job include : The worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and / or operation / inspection of machines and / or using measurement devices at distances close to the eyes.

    Mental Requirements :

    Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and / or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

    What We Offer

    COMPENSATION & BENEFITS : Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out!

    We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

    Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

    No Recruiters or unsolicited agency referrals please.

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    Document Specialist • Reno, NV, United States

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