Job Description

Job Overview

The Imaging Specialist will be responsible for the preparation and maintenance of all document imaging of critical borrower, guarantor financial and other information maintained in the digital credit files for commercial mortgage and commercial loans. The imaged file contents are utilized to document approval and loan history, manage borrower and guarantor provided information for proper risk management, and provide an organized source for internal-regulatory agencies audit reviews. Imaged documents must be well organized, indexed and be retained in a clearly readable manner.

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.

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