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.


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