Quality/Document Review/Banking

Summary: Following established policies, procedures, and regulations, review records and documents for accuracy and maintain document/record files. Ensure proper storage, retrieval and integrity of documents and recording media. Assists staff and members with inquiries and performs additional duties as assigned.

Responsibilities:

1. Record Retention
   1. Scans all essential records and ensures that only required documents are stored.
   2. Maintain appropriate logs to identify filmed material. Retrieve information on request and destroy records and documents according to regulatory schedules.
   3. Ensures that all scanned documents are of acceptable quality.
   4. Accountable for security of sensitive documents
2. Document Review
   1. Review the accuracy of all completed documents to include, second mortgages, Home Equity Loans, Auto Loans, Personal Loan, New Account Documents, etc.
   2. Communicate with staff to resolve issues discovered during the review of the documents.
3. Records and Cancels liens and assignments for consumer and real estate loans.
4. Ensure that vehicle titles are obtained in a timely manner.
   1. Send notifications of missing titles using the timeline established by the credit union.
   2. Release liens on titles and mail out to the appropriate address upon payoff or release the lien electronically.
   3. Prepare Letters of Guarantee and process payoffs for total loss of vehicle.
   4. Handle transfer of titles for members who move out of state.
5. Work with Collections/Lending for loans that have insurance benefits such as GAP, Loss of Life, etc.
6. Responds to member and staff inquiries and provides assistance and technical support as needed.
7. Responds to research requests and provides copies of documents as required.
8. Processes check orders/re-orders for home equity loans.
9. Cross train on other department functions.
10. Complete other duties as assigned.

Qualifications

Qualifications, Skills and Abilities:

• High school diploma or equivalent required
• Familiarity with banking documentation, including account applications, mortgage paperwork, consumer loan documents, titles, and related records.
• Experience performing electronic quality control reviews of documents.
• Strong interpersonal skills
• Ability to analyze information and interact effectively with members and colleagues.
• Excellent organizational skills and time management abilities
• Strong verbal and written communication skills
• Proficiency with computer applications, including Microsoft Excel/Word

• Must be able to work at our Toms River location one day a month.

Additional Information

As a First Financial employee, you'll enjoy a challenging work environment.  We offer a great benefits package including Medical, Dental, Rx, Vision, Life Ins., Retirement Plans, Vacation, Sick and Personal.  

All your information will be kept confidential according to EEO guidelines.

Equal Opportunity Employer/Veterans/Disabled