Collateral Clerk

Position Summary

The Collateral Clerk role is very vital to the overall success and efficiency of the operations department.

This role is an entry-level clerical position which is responsible for the processing and maintaining of client collateral.

Position Responsibilities

• Receive and process client collateral.
• Return collateral to clients upon request.
• Maintain client records by accurate filing system.
• Scan client documentation.
• Utilize PrimaLend portal system to process and maintain digital record keeping.
• Research historical data to resolve collateral issues and requests.

Job Skills and Qualifications

• High School Diploma or equivalent required.
• Minimum 1 year of clerical and data entry experience.
• Strong verbal and written communication skills.
• Basic to Intermediate computer skills, including knowledge of Microsoft Word and Excel programs.
• Ability to multi-task.
• Team oriented and can work well within a team setting.
• Customer Service skills.
• Attention to detail is required.
• Research skills a plus.
• Ability to function and thrive in a corporate environment.