Loan File Management Specialist

F&M; Ohio; On-site; USD 21,000 - 30,000; Full time

Job summary

F&M is seeking a File Management Associate who will handle loan documentation with precision and care. You will promote accurate recordkeeping and secure handling of retail, commercial, and agricultural loan files, ensuring compliance with bank policies and regulatory guidelines.

The role emphasizes teamwork, meeting service standards, and supporting management with special requests while maintaining client trust and confidentiality in a community bank setting.

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, scanning, and indexing 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.
• Working with the borrower(s), HLO(s), support staff to report and obtain missing/pending items.
• Calling attorneys/title companies on 30 day pending report 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 for each loan.
• Pull information for attorneys, auditors, examiners, and internal personnel as requested.
• Maintain and follow up on life insurance certificates taken as collateral.
• Pull and distribute copies of new note audit reports from Director to management personnel and record those items on the tracking spreadsheet as needed.
• Sweep, scan, and index deposit and portfolio information to Director.
• Scan and track all financial information in Director.
• Comply and satisfactorily pass tests for bank policy and regulatory compliance that apply to position.

Skills

Basic math

Computer skills

Excellent communication

Customer service

Time management

Background check

Accuracy and efficiency

Education

High school diploma or equivalent

Job description

F&M is seeking a File Management Associate who will handle loan documentation with precision and care. You will promote accurate recordkeeping and secure handling of retail, commercial, and agricultural loan files, ensuring compliance with bank policies and regulatory guidelines.

The role emphasizes teamwork, meeting service standards, and supporting management with special requests while maintaining client trust and confidentiality in a community bank setting.