Imaging Specialist

Responsibilities include but are not limited to:

• Receive and review loan documentation for borrowers, guarantors, and related parties for completeness.
• Add exceptions and ticklers as needed; monitor and resolve outstanding documentation issues.
• Scan, index, and accurately image loan, credit, and report-related documents into the imaging system.
• Verify digital documentation for accuracy, clarity, and completeness; update Enterprise Loan Servicing Log.
• Organize and archive digitized physical files for future retrieval, including legal proceedings.
• Track and resolve documentation exceptions (e.g., missing recordings, expired filings) and provide feedback on deficiencies.
• Assist team members and auditors by researching and supplying required documentation.

Required Skills:

• Demonstrate proficiency using electronic imaging technology and related storage requirements, image and document formats.
• Excellent organization skills.
• Ability to identify loan documents so they are imaged and indexed correctly.
• Knowledge of bank regulatory requirements.
• Proficient PC skills including Microsoft Word and Excel.
• Effective communication and organizational skills.
• Ability to prioritize daily work assignments while working in a demanding environment is required.
• Ability to meet deadlines defined by Bank and regulators.

Required Experience:

• High school diploma or GED equivalent and a minimum of 1 year of document imaging and record management experience of commercial documentation in commercial banking.

Preferred Experience:

• Familiarity with loan documents and prior experience in a scanning department, loan operations or FCM/ImageCentre.