DUTIES. Maintain and distribute all loan approvals. Complete the necessary Patriot Act Search, request flood and property reports, UCC searches, Credit Reports, DNBireports, Value Line reports and all other requested reports from the appropriate provider/vendor. Must review items. provided to ensure correct searches/reports are ordered. Follow up to make sure reports are received. Prepare Commercial Loan documents utilizing the Bank’s contracted ...
SUMMARY OBJECTIVE. Provide accounting support for the recordkeeping activities of the Retirement Services Division including assisting in the preparation of applicable tax returns, client and governmental reports. ESSENTIAL FUNCTIONS. 1. Keep informed of new developments, policies, procedures, laws and regulations concerning retirement plans, IRA’s and all retirement services accounts. 2. Assist in the completion of retirement plan participant al...
SUMMARY OBJECTIVE. Maintain a reliable technology environment by responding to client calls and assisting them by resolving their problem or escalating the problem to the appropriate person. Setup and maintain client access privileges for various IT systems. ESSECTIAL FUNCTIONS. 1. The IT Support area is the main client contact point for IT related problems. (IT hardware, software, applications, telephones, etc.) This position is responsible for ...
SUMMARY OBJECTIVE. Assist in administering the operations of the Transaction Services Department to ensure quality and timely workmanship is provided in an effective manner. ESSENTIAL FUNCTIONS. 1. Exhibit knowledge of departmental operations enough to suggest improvements, properly instruct employees in unique situations, and prepare reports on the department’s operations. 2. Research and resolve various customer and teller problems and answer q...
