imaging Specialist - Valley National Bank
Wayne, NJ 07470
About the Job
Responsibilities include, but are not limited to:
* Receive loan documentation for borrowers, guarantors and other information for commercial loan files.
* Review documentation for completeness; add exceptions and ticklers as needed.
* Scan documentation into specific categories and prepare proper indexing for ease of retrieval.
* Accurately and efficiently image and update various loan, credit and report-related documents received from numerous departments daily into imaging system.
* Review newly created digital documentation for completeness, accuracy and clarity.
* Prepare and maintain the tracking imaging control log.
* Organize and archive physical documentation that has been digitized for future retrieval as may be necessary for legal proceedings.
* Provide training for any authorized users with potential Smart Search problematic or research issues, including loan officers, administrative assistants, internal and external auditors and regulatory agencies.
* Provide feedback concerning document exceptions and/or deficiencies.
* Provide assistance, research, or training to other team members, including Lending and Credit teams, or internal and external auditors.
Required Skills:
* The ability to be trained and operate the bank imaging system. Must be trainable on any new technology-based systems that Valley Bank may migrate to in the future (such as nCino).
* Excellent computer skills including Microsoft Excel and Word, and strong keyboard skills.
* Demonstrated proficiency using electronic imaging technology and related storage requirements, image and document formats.
* Ability to identify loan documents so they are imaged and indexed correctly.
* Effectively use interpersonal and communications skills including tact and diplomacy and maintain a cooperative and professional manner with internal and external customers.
* Maintaining confidentiality of work-related information and materials.
* Strong attention to detail, accuracy and follow-through.
* Adhering to policies, procedures and quality controls.
* Must be self-motivated and able to properly and efficiently schedule workload to accomplish duties in a timely and efficient manner.
Required Experience:
* High school diploma/GED and a minimum of one year of document imaging and record management experience with commercial documentation.
* Minimum 2 years' commercial banking/lending experience.
* Basic proficiency in Adobe Acrobat and intermediate proficiency in Microsoft Office including Outlook, Excel and Word.
* Familiarity with loan documents and prior experience in a scanning department, loan operations or Smart Search, Fortis or other imaging software is preferred.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
* Receive loan documentation for borrowers, guarantors and other information for commercial loan files.
* Review documentation for completeness; add exceptions and ticklers as needed.
* Scan documentation into specific categories and prepare proper indexing for ease of retrieval.
* Accurately and efficiently image and update various loan, credit and report-related documents received from numerous departments daily into imaging system.
* Review newly created digital documentation for completeness, accuracy and clarity.
* Prepare and maintain the tracking imaging control log.
* Organize and archive physical documentation that has been digitized for future retrieval as may be necessary for legal proceedings.
* Provide training for any authorized users with potential Smart Search problematic or research issues, including loan officers, administrative assistants, internal and external auditors and regulatory agencies.
* Provide feedback concerning document exceptions and/or deficiencies.
* Provide assistance, research, or training to other team members, including Lending and Credit teams, or internal and external auditors.
Required Skills:
* The ability to be trained and operate the bank imaging system. Must be trainable on any new technology-based systems that Valley Bank may migrate to in the future (such as nCino).
* Excellent computer skills including Microsoft Excel and Word, and strong keyboard skills.
* Demonstrated proficiency using electronic imaging technology and related storage requirements, image and document formats.
* Ability to identify loan documents so they are imaged and indexed correctly.
* Effectively use interpersonal and communications skills including tact and diplomacy and maintain a cooperative and professional manner with internal and external customers.
* Maintaining confidentiality of work-related information and materials.
* Strong attention to detail, accuracy and follow-through.
* Adhering to policies, procedures and quality controls.
* Must be self-motivated and able to properly and efficiently schedule workload to accomplish duties in a timely and efficient manner.
Required Experience:
* High school diploma/GED and a minimum of one year of document imaging and record management experience with commercial documentation.
* Minimum 2 years' commercial banking/lending experience.
* Basic proficiency in Adobe Acrobat and intermediate proficiency in Microsoft Office including Outlook, Excel and Word.
* Familiarity with loan documents and prior experience in a scanning department, loan operations or Smart Search, Fortis or other imaging software is preferred.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Source : Valley National Bank