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Document Administrator II

Charlotte, North Carolina

Job Description:

Enterprise Role Description:

Less experienced than the Document Administrator III. Handles moderately complex customer problems and issues for assigned accounts. Requires a minimum amount of day-to-day supervision. Is able to handle detailed instructions under pressure and a relatively high volume of credits. Has a well-developed expertise/knowledge, but not yet considered to be the "expert" for the assigned area. Has a good working knowledge of the various credit-related products and a good understanding of loan/credit documentation. Takes initiative to work through issues. Is able to perform well in a cross-functional team environment. Typically requires at least 4 to 6 years of experience.

 

LOB Job Description

Primarily responsible for financial booking Client's facilities on the system of record (Genesis) as well as perfecting bank's collateral for Dealer Financial Services - Auto and Specialty Loans.  Responsible for maintaining control of bank collateral through accurate booking on the system of record, set-up and standardization of collateral file information on virtual vault, set-up and review of ticklers and exception tracking data.  Responsible for accurate set-up and maintenance of all other client record and indicative data.  Process paid out loan requests.

 

Required skills:

Demonstrated history of using strong financial acumen and knowledge of loan documentation and review concepts in prior employment specifically Commercial Lending Operations.

Demonstrated history of employing excellent communication skills both written and oral in a previous job.​

Demonstrated ability professionally to handle multiple tasks while balancing the need for both quality and efficiency in a fast paced metric-centric environment is a necessity.

Professional history of being able to suggest approaches to meet Client needs rather than relying strictly on procedures.

Must be able to navigate and toggle through various computer systems.

Must have used Microsoft Word and Excel in prior employment.

Four (4) year College Degree (college level accounting courses) or 2-3 years related experience or equivalent.

 

Desired skills:

Commercial Credit Fulfillment, servicing, operations or lending experience.

Knowledge of floor plan lending or Automotive/RV/Marine industry.

Working knowledge of systems: Genesis, LiQ, EDR, GFS, Credit Center.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Enterprise Role Description:

Less experienced than the Document Administrator III. Handles moderately complex customer problems and issues for assigned accounts. Requires a minimum amount of day-to-day supervision. Is able to handle detailed instructions under pressure and a relatively high volume of credits. Has a well-developed expertise/knowledge, but not yet considered to be the "expert" for the assigned area. Has a good working knowledge of the various credit-related products and a good understanding of loan/credit documentation. Takes initiative to work through issues. Is able to perform well in a cross-functional team environment. Typically requires at least 4 to 6 years of experience.

 

LOB Job Description

Primarily responsible for financial booking Client's facilities on the system of record (Genesis) as well as perfecting bank's collateral for Dealer Financial Services - Auto and Specialty Loans.  Responsible for maintaining control of bank collateral through accurate booking on the system of record, set-up and standardization of collateral file information on virtual vault, set-up and review of ticklers and exception tracking data.  Responsible for accurate set-up and maintenance of all other client record and indicative data.  Process paid out loan requests.

 

Required skills:

Demonstrated history of using strong financial acumen and knowledge of loan documentation and review concepts in prior employment specifically Commercial Lending Operations.

Demonstrated history of employing excellent communication skills both written and oral in a previous job.​

Demonstrated ability professionally to handle multiple tasks while balancing the need for both quality and efficiency in a fast paced metric-centric environment is a necessity.

Professional history of being able to suggest approaches to meet Client needs rather than relying strictly on procedures.

Must be able to navigate and toggle through various computer systems.

Must have used Microsoft Word and Excel in prior employment.

Four (4) year College Degree (college level accounting courses) or 2-3 years related experience or equivalent.

 

Desired skills:

Commercial Credit Fulfillment, servicing, operations or lending experience.

Knowledge of floor plan lending or Automotive/RV/Marine industry.

Working knowledge of systems: Genesis, LiQ, EDR, GFS, Credit Center.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21050644

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erika Bennett

Referral Bonus:

0

Street Address

Primary Location:
900 W TRADE ST, NC, Charlotte, 28255