Detail-Oriented Loan File & Customer Service Specialist

F&M Bank; Archbold (OH); On-site; USD 23,000 - 30,000; Full time

Job summary

F&M Bank is seeking a File Management Associate in Archbold, OH to manage loan documentation with care and precision. The role emphasizes trustworthiness, accuracy, and customer service to support the bank's reputation in the community and country.

You will work with a team to maintain and index documents, handle closures, and ensure regulatory compliance while supporting staff and management in daily tasks.

Qualifications

• High school diploma or equivalent.
• Basic math and computer skills.
• Excellent communication, customer service, and time-management skills.
• Ability to pass a background check.
• Strong dedication to accuracy and efficiency.

Responsibilities

• Maintain, sort, scan, and index all loan documents.
• Prepare and release security when a loan is paid off or refinanced.
• Send thank you letter with the paid note to the borrowers.
• Obtain any missing and/or pending loan documents.
• Work with borrowers, HLOs, and support staff to report missing items.
• Call attorneys/title companies on 30 day pending reports for mortgages and finals.
• Enter obtained items on missing/pending database as received.
• Prepare files and shelve recorded real estate mortgages and final title certificates.
• Pull information for attorneys, auditors, examiners, and internal personnel as requested.
• Maintain life insurance certificates taken as collateral.
• Pull and distribute copies of new note audit reports and record those items on tracking sheet.
• Sweep, scan, and index deposit and portfolio information to Director.
• Scan and track all financial information in Director.
• Comply with bank policies and regulatory requirements.

Skills

Math skills

Computer skills

Communication

Customer service

Time management

Education

High school diploma

Tools

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Job description

F&M Bank is seeking a File Management Associate in Archbold, OH to manage loan documentation with care and precision. The role emphasizes trustworthiness, accuracy, and customer service to support the bank's reputation in the community and country.

You will work with a team to maintain and index documents, handle closures, and ensure regulatory compliance while supporting staff and management in daily tasks.