Documentation Clerk

Job Summary:

The Documentation Clerk is responsible for the processing, maintenance and organization of documents/ data/ files relative to the client's membership/ lending activities with the Association. The position is primarily responsible for ensuring all post-loan documents from their assigned regions are complete and forwarded to the Head Office for processing and safekeeping.

Key Responsibilities:

• Monitors the timely submission of the loan documents from the assigned Branches, Satellite Offices and Account Representatives
• Checks and ensure the completeness of the submitted documents from the Branches, Satellite Offices and Account Representatives
• Scans the complete set of documents upon signing by the lawyers before forwarding to the records management section
• Prepares, compile and sort data/ documents for computer entry.
• Maintains and organize documents / data from/ in designated locations when required and necessary. This may involve inputting and retrieving information from any database system, printing of necessary information or may be asked to compile reports or statistics that will best display any data needed by the internal / external clients.
• Transcribe / enter data from source documents into prescribed computer database, files and forms.
• Process client and account source documents by reviewing documents and data for deficiencies, resolving discrepancies by using standard procedures or returning incomplete documents to their direct supervisor for resolution.
• Maintains data entry requirements by following data program techniques and procedures.
• Maintains customer confidence and protects operations by keeping information confidential.
• Contributes to team effort by accomplishing related results as needed.