Deposit Documentation Specialist
NewBe an early applicant- Run reports listing new accounts opened, maintenance, and new account edits from the previous workday.
- Run reports for documents scanned previous day, print list and mark off from master list of accounts that have not yet been scanned.
- Review documents for accuracy and signatures. Ensure that all required documents are available for review, use the appropriate checklist to review each account and document any policy exceptions.
- Gather relative boarding data sheets and signature cards prepared by New Accounts Representatives.
- Cross check core systems to original documents and other supporting material to ensure accurate set up of account data.
- Prepare and distribute various spreadsheets, reports, summaries, and opinions for use by deposit operations, or senior management.
- Communicate and provide service to deposits and other departments by investigating and resolving documentation problems and inquiries.
- Maintain a thorough knowledge of business and personal deposit documentation and deposit policies, deposit regulations, and deposit system functionality.
- Train to be back-up to department co-workers, as assigned.