Loan Vault File Specialist (Temporary)

This is a short term, temporary employment opportunity. Office Location: Stuart, FL.

The Loan Vault File Specialist is responsible for distribution of incoming mail, safekeeping of loan files, filing/retrieving loan files upon request, preparing loan files with labels, organizing boxing and labeling files for offsite storage, prepping loan files for scanning, scanning of loan documents, indexing documents into imaging system, conduct file audits and other duties as assigned.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Distributes incoming mail
• Ensures safekeeping of loan files
• Filing and retrieving loan files
• Prepares all loan files with labels and organizes boxes for offsite storage
• Prepares loan files for scanning and indexes documents into imaging system
• Conducts regular file audits
• Adheres to Seacoast Bank’s code of conduct.

EDUCATION and/or EXPERIENCE:

• High school diploma or equivalent
• Strong alpha filing skills
• Basic typing and computer skills/knowledge
• Ability to lift 30 lbs.
• Previous loan documentation a plus

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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