Records Management Specialist

Frandsen Bank & Trust; Arden Hills, Northern (MN, KY); Hybrid; USD 27,552 - 34,440; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Profit sharing

Ancillary benefits

Job summary

Frandsen Financial Corporation in Arden Hills, MN is seeking an Administrative Assistant to assemble and manage loan documents as the bank transitions from paper to digital files. You will set up digital credit files, scan and file records, and coordinate with lenders to resolve questions while ensuring confidentiality.

This role requires 3–5 years in a high-volume banking environment, knowledge of BSA/AML/CIP and OFAC policies, strong organization and communication skills, and proficiency with

Qualifications

• 3–5 years of experience in a high-volume environment.
• Experience with credit files and document retention in a banking setting.
• Experience in a commercial/ag banking environment.

Responsibilities

• Set up and maintain digital credit files in an electronic system.
• Scan paper files for electronic retention and organize filings.
• Coordinate with lenders to resolve questions and issues.
• Process post-closing documents for electronic retention.
• Handle intake, storage, and secure release of collateral.
• Maintain confidentiality of paper and electronic documents.

Skills

Multitask

BSA/AML/CIP

OFAC policies

Organization

Communication skills

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Assembles and maintains proper loan documentation for digital credit files. Primary responsibilities are to assemble loan documents and transition from paper to digital credit files within the bank’s Director Cabinet Filing System using scanning and electronic technology, processing post-closing documents and eRecording documents within various counties. This position will also manage the intake, storage, and release of possessory collateral.

Job Duties

• Set up and maintains digital credit files within the bank’s Director Cabinet Filing System on each loan and ensure that the information is complete, accurate and filed to the correct location.
• Processes paper files as they arrive from bank locations and scan for electronic retention.
• Corresponds with Lenders and Lending Associates to resolve questions and issues.
• Create and secure thin paper loan files in a location that is safe and fireproof.
• Processes documents with a high attention to detail.
• Processes electronic recording requests through Simplifile.
• Take ownership of paper credit files as they arrive from bank locations and maintain confidentiality.
• Track and cross reference paper and electronic version of documents to ensure proper retention.
• Work independently while collaborating with other members of the document retention team.
• Process post-closing documents for proper electronic retention.
• Process paid notes and flood cancellation.
• Answers telephone and assists internal sources with routine inquires regarding payoffs, possession of collateral, changes of owner, note modifications, beneficiaries and other loan details from electronic files.
• Completes all new employee training courses and ongoing training as assigned.
• Others duties as assigned.

Experience, Skills, and Education

Experience

• Previous experience as an administrative assistant, or similar function.
• Demonstrated background with credit files and document retention.
• Experience in a commercial/ag banking environment.
• 3 – 5 years’ experience in a high-volume work environment.
• General knowledge of commercial/ag loan process and filing requirements.

Skills

• Able to multitask and prioritize in a limited amount of time.
• Knowledge of BSA/AML/CIP and OFAC policies, procedures and regulations
• Excellent organization and communication skills with attention to detail.
• Knowledge of various software including the Microsoft Office package.
• Ability to monitor work requirements and adjust to changes in file volume.

Education

• High school diploma or equivalent.

Pay Range

$20.00 - $25.00

Position Type

Full-time

We offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.

Applicants with disabilities may contact the company coordinators via telephone, fax, e-mail, and other means to request and arrange for accommodations. If you need assistance to accommodate a disability, you may request an accommodation at any time. Please contact the following: Frandsen Financial Corporation, Frandsen Bank & Trust, Frandsen Investment Services and Frandsen Wealth Management - Shannon Robideau [e-mail]

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the link below .