Loan Librarian

About Us: At Pathfinder Bank, we take pride in being more than just a financial institution – we are a community-focused bank committed to building lasting connections in Central New York. As a key player in our Market, you'll have the chance to make a meaningful impact on the people and businesses in our community while developing long-lasting, trusted relationships.  

Why Join Us:

Community-Centric: Your role at Pathfinder Bank is about actively contributing to the growth and prosperity of the local communities we serve.

Collaborative Environment: Thrive in a fast-paced, collaborative, and engaging work environment where your ideas are valued, and teamwork is celebrated. We believe that together, we can achieve more.

Employee Support: We understand the dedication and hard work our employees put in, and we are committed to ensuring you feel supported, appreciated, and rewarded for your contributions.

Flexibility: Enjoy the flexibility of a family-friendly work environment that understands the importance of work-life balance.

Summary/Objectives:

Fosters a positive and professional customer service experience during all interactions with customers, co-workers and third party relationships while adhering to proper customer identification procedures, confidentiality and data protection requirements. As part of the Loan Operations Team, this position is responsible for performing physical and digital file management and maintenance. Organize paperwork according to an efficient filing system and digitize all important documents. Protect and update files, as well as make them easily accessible, as needed. This role supports all loan operations functions, including daily servicing responsibilities. Must be organized, detail oriented, and skilled in computers. Cooperates with other members of the department to achieve departmental goals.

Essential Functions

1. Responsible for a variety of clerical functions in the Loan Operations area including: filing, updating systems, assembling documentation, and providing internal or external customers with detailed research regarding loan documentation, and at times customer service concerns, in order to resolve the issue, concern, or request
2. Gather and organize files, ensuring loan files contain appropriate documents and other relevant data according to company policy , procedures, and applicable government laws or regulations, while using an efficient filing system
3. Review incoming documentation to determine appropriate account/customer. Sort all papers using the appropriate filing system to streamline filing and storage in paper or digital files. This includes organizing documents alphabetically or numerically, and then accurately file documents according to content, dates, significance etc., via digital or paper format as applicable.
4. Responsible for receiving and filing all completed legal documents for storage. Identify all files and compliance records from a checklist. Ensure any electronic records completed for a file also contain all required forms/documents
5. Maintain tracking of exception items, clearing exceptions as documents are received and ensuring they are stored in their proper locations via digital or paper format, as applicable
6. Respond to calls and emails regarding loan processing, documentation, and other loan information. This may include photocopying documentation or digitally scanning and securely sending information via approved methods
7. Receive loan file requests, check loan files in and out of the loan file room, and deliver files (internally) as requested, tracking location of all files removed from the loan file room
8. Monitor and maintain retention of loan files and lending documentation
9. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, meet all job-specific training requirements in a timely fashion

• A high school diploma or equivalent, with 1-3 years relevant business or banking experience 
• Intermediate computer skills, including proficiency in Microsoft Office Suites 
• Ability to pay attention to detail and quality of work 
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists 
• Ability to interpret a variety of instructions furnished in a written, oral, diagram or schedule form 
• Detail oriented, resulting in quality work output
• Basic mathematical skills
• Understanding of bank products and services 
• Strong organizational and administrative skills 
• Strong oral and written communication skills 
• Ability to multi-task and prioritize 
• Excellent internal and external customer service skills 
• Demonstrate willingness to learn department skill sets, including product knowledge and compliance
• Applicants must be willing to perform all necessary job functions and uphold all customer confidentiality