Loan Imaging Specialist

Join Lake Ridge Bank as a Commercial/Ag Loan Imaging Specialist! We are seeking a detail-oriented and organized Commercial and Agriculture Loan Imaging Specialist to join our Loan Operations team. This vital role ensures the accurate and efficient digitization of loan documents, supporting seamless access and retrieval of critical information for our bank’s commercial and agricultural loan portfolios. If you are committed to precision and have a keen eye for detail, this opportunity offers a rewarding environment to contribute to our operational excellence.

The home office will be based out of our Cross Plains-Support Center. Essential Responsibilities Scan loan files, and paper documents into the Director system, ensuring clear copy of document is scanned and items are in correct scan folder. Verify scanned image and indexing for clarity of documents and keyword input for proper access to documents. Import and index electronic loan documents into the Director system after loan closing and booking, ensuring items are in correct scan folder.

Import and index financial documents into the Director and Sageworks systems, ensuring items are in correct scan folder. Maintain tracking of financial documents, updating ticklers in Sageworks upon receipt of required financials from customers. Prepare correspondence monthly to provide to customers to request required financial documents and other pending loan documents. Communicate with and work with internal customers in a professional, pleasant manner.

Manage and organize file cabinets and file room such as retention of original documents and boxing documents as needed for storage and retention periods. Scan and index original recorded instruments and maintain the Sageworks ticklers. Adhere to all Bank Security/Compliance Regulations Complete all annual bank security and compliance training Adhere to Bank Security/compliance and policy guidelines for commercial loan area.

Maintain confidentiality of customer information at all times. Stay current on all compliance regulations required through training and education. Other Responsibilities Participate in bank and department meetings. Represent the bank in professional and community activities. Actively participate in training programs to stay updated on industry trends and technologies. Partner effectively across all levels of the organization and develop positive working relationships.

Continually develop knowledge, skills, and abilities through internal and external training programs. Perform all other duties or projects as assigned or requested. Other related duties as necessary assigned or requested.