2017 SCALEJob Descriptions

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Job Description Documentation Drawer

Short Description:

Review loan files to ensure that all required documentation is in place. Confirm all fees, rates, points and loan information for accuracy. Ensure all necessary loan documents are ordered, printed, signed and returned. Review documents to ensure all dates and info are correct. Arrange delivery of documents to escrow. Follow up on status of documents from printing, confirming at escrow, sign up of borrower, and delivery to lender.

Duties/Responsibilities:

  • Examine the minutes of meetings of directors, stockholders and committees to investigate the specific authority extended at various levels of management.
  • Review balance sheets, operating income and expense accounts, and loan documentation to confirm institution assets and liabilities.
  • Direct and participate in formal and informal meetings with bank directors, trustees, senior management, counsels, outside accountants and consultants to gather information and discuss findings.
  • Establish guidelines for procedures and policies that comply with new and revised regulations and direct their implementation.
  • Recommend actions to ensure compliance with laws and regulations, or to protect solvency of institutions.
  • Review applications for mergers, acquisitions, establishment of new institutions, acceptance in Federal Reserve System, or registration of securities sales to determine their public interest value and conformance to regulations, and recommend acceptance or rejection.
  • Plan, supervise, and review work of assigned subordinates.
  • Resolve problems concerning the overall financial integrity of banking institutions including loan investment portfolios, capital, earnings, and specific or large troubled accounts.
  • Train other examiners in the financial examination process.
  • Verify and inspect cash reserves, assigned collateral, and bank-owned securities to check internal control procedures.

Skills/Requirements/Qualifications

  • Reading Comprehension — Understanding written sentences and paragraphs in work related documents.
  • Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making.
  • Management of Personnel Resources — Motivating, developing, and directing people as they work, identifying the best people for the job.
  • Speaking — Talking to others to convey information effectively.
  • Writing — Communicating effectively in writing as appropriate for the needs of the audience.
  • Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
  • Coordination — Adjusting actions in relation to others' actions.
  • Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Job Zones

  • Considerable Preparation Needed
  • Education: Most of these occupations require a four-year bachelor's degree, but some do not.
  • Related Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
  • Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
  • Job Zone Examples: Many of these occupations involve coordinating, supervising, managing, or training others. Examples include accountants, sales managers, database administrators, teachers, chemists, environmental engineers, criminal investigators, and special agents.
  • Specific Vocational Preparation in years: (7.0 to < 8.0)

Job Category

Mortgage and Lending

Salary National Average

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$38638.50$48951.49$59819.59

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