Banking Operations & Documentation Specialist

Centennial-Bank; Clearwater (FL); On-site; USD 34,000 - 52,000; Full time

Job summary

Centennial-Bank in Clearwater, FL is seeking an Association Banking Assistant to support Portfolio and Relationship Managers. You will review retail account openings, loan files for completeness, process daily overdraft and exception items, and handle documentation and client communication.

Responsibilities include processing documents, preparing reports, assisting with DocuSign packages, and maintaining loan documentation in internal systems.

Qualifications

• Knowledge of basic accounting and data entry.
• Ability to process loan and account documentation with accuracy.
• Proficiency with standard office software and document systems.

Responsibilities

• Perform daily deposit account and servicing functions including openings and transfers.
• Review retail account and loan document packages for completeness and accuracy.
• Prepare reports and communicate with clients to clear exceptions.
• Assist with DocuSign packages and loan documentation workflows.
• Respond to internal and external inquiries and maintain documents in systems.

Skills

Accounting

Data entry

Spreadsheets

Word processing

Education

High School or better

Tools

CenNet ticketing system

DocuSign

nCino

DocMan

FTM

Job description

Centennial-Bank in Clearwater, FL is seeking an Association Banking Assistant to support Portfolio and Relationship Managers. You will review retail account openings, loan files for completeness, process daily overdraft and exception items, and handle documentation and client communication.

Responsibilities include processing documents, preparing reports, assisting with DocuSign packages, and maintaining loan documentation in internal systems.