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Document Administrator II (Dealer Financial Services - Auto & Specialty Loans)

Charlotte, North Carolina
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Job Description:

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 1 to 3 years of experience.  Less experienced than the Document Administrator III. 

Responsibilities:

  • 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.

Requirements:

  • 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.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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Full time

JR-25029873

Manages People: No

Travel: No

Age requirement: Must at least be 18 years of age.

Street Address

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