Logo of Huzzle

Home

Matches

Explore

Manage

Find 57,000+ jobs, internships & events from 6,000+ top companies on Huzzle using AI

Document Review Representative

image

Community Bank, N.A.

24d ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Banking & Finance
  • Olean

AI generated summary

  • You need a high school diploma, strong attention to detail, organizational skills, effective communication, and preferably a year of banking experience or knowledge of lending products.
  • You will review loan documents for accuracy, identify exceptions, enter data, process applications, clear ledger outages, ensure compliance, and assist the Loan Operations Department as needed.

Requirements

  • High School Diploma or GED required
  • Associates Degree in business related field or equivalent work experience preferred
  • All applicants must be 18 years of age or older
  • Strong attention to detail as well as proven organizational and analytical skills
  • Highly organized, with the ability to multi-task
  • Ability to prioritize and work effectively under time constraints
  • Above average written and verbal communication skills
  • Basic to intermediate computer skills
  • Must be able to consistently meet company core values; integrity, excellence, teamwork, and humility
  • Preference will be given to a candidate with at least one (1) year experience in banking and knowledge of lending products and services; as well as working knowledge of the required documentation to onboard loans in the applicable loan portfolio.

Responsibilities

  • Review loan documentation and verify new loan information on the system for accuracy and adherence to regulatory requirements and internal policies and procedures, refer major loan violations to the supervisor for review
  • Identify and issue exceptions for errors in calculations, missing documentation, and/or documents needing correction.
  • Ensure accuracy of contract figures, disclosures, signatures and documentation for loan type
  • Review insurance applications and health questions; verify eligibility for coverage, identify and write exceptions for errors in calculations and/or missing documentation
  • Enter new/updated data for renewals and modifications directly into the core system
  • Process cross-applications in the core system to move funds/fees to the appropriate general ledger during the onboarding process
  • Process maintenance items submitted from Loan Ops internally or from other departments
  • Review general ledger outages and process the proper cross-applications and/or maintenance to clear
  • Review and verify auto transfer forms to the system to ensure accuracy
  • Configure documents to be accessible in computer programs utilized by the Department
  • Perform other related duties as assigned or directed
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with, all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely fashion
  • Provide assistance wherever necessary to help the Loan Operations Department and the Bank in achieving their annual goals

FAQs

What is the main responsibility of the Document Review Representative?

The main responsibility of the Document Review Representative is to review loan documentation to ensure adherence to regulatory requirements and internal policies, facilitating the onboarding of loans from various loan origination systems to Community Bank’s core operating system.

What qualifications do I need to apply for this position?

To apply for this position, you need a High School Diploma or GED; an Associate's Degree in a business-related field or equivalent work experience is preferred.

Is experience in banking required for this job?

Preference will be given to candidates with at least one year of experience in banking and knowledge of lending products and services.

What are the working hours for this position?

The working hours for this position are Monday to Friday from 8:00 AM to 5:00 PM.

Does the company offer benefits?

Yes, the company offers competitive benefits including 11 paid holidays, paid vacation, medical, vision, and dental insurance, a 401K with a generous match, pension, tuition reimbursement, and banking discounts.

What skills are essential for this role?

Essential skills include strong attention to detail, organizational and analytical abilities, effective communication skills, and basic to intermediate computer skills.

What will I be doing in addition to the essential responsibilities?

In addition to essential responsibilities, you may assist the Loan Operations Department and the Bank in achieving their annual goals and perform other related duties as assigned.

Does the company offer opportunities for professional development?

Yes, the company is committed to providing professional development and advancement opportunities for employees.

Are there any physical requirements for this position?

Yes, you may be required to stand, walk, or sit, and occasionally lift or move up to 25 pounds. Specific vision abilities such as close vision and the ability to focus are also necessary.

Is the company an equal opportunity employer?

Yes, the company is an Affirmative Action, Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to protected characteristics.

image

Community Bank, N.A.

Finance
Industry
1001-5000
Employees

Mission & Purpose

Community Bank System Inc. (NYSE:CBU) is a full-service financial institution with more than 225 customer locations across New York, Pennsylvania, Vermont and Massachusetts, where we’re known as Community Bank, N.A. With over $16.2 billion in assets, we have the resources to finance a wide range of personal, business banking and commercial business needs. Since 2012, Community Bank has consistently been named in the top 15 on Forbes’ list of Best Banks in America, twice reaching the No. 3 spot. Established in 1866, Community Bank empowers our more than 3,000 employees across 21 states to be decision makers at the local level, leveraging the strong personal relationships we have with our customers with their financial expertise to drive the best results. This gives our team the confidence to make those decisions, and our customers the comfort in knowing the person they work with every day is the person they need to talk to. We consistently invest in our communities through financial support, fundraisers and volunteer efforts, giving our employees the support to help make a difference. Whether it’s donating to local non-profit organizations or financing the businesses that give a community its identity, working together to make life better is what Community Bank is all about. Member FDIC. Equal Housing Lender. Our Diversity Council of more than 100 employees was created to make sure no one feels unheard, unseen or uninvited. Through that effort, we’ll foster a culture that doesn’t just accept diversity, but values it. For more info, visit cbna.com/diversity. Other subsidiaries within the Community Bank System Inc. family include: Community Bank Wealth Management: - Community Investment Services, Inc. - Community Bank Trust Services - The Carta Group - One Group Retirement Advisors - Nottingham Advisors, Inc. Partners: - Benefit Plans Administrative Services, LLC - OneGroup

OpportunitiesView all