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BankingPosted 1 month ago

Operations Clerk

$45,000–$49,000 year

HybridRichmond, Virginia, United States

Full TimeEnterprise

Job Summary

Process loan documentation, manage customer files, and set up ACH payments while maintaining accuracy in the core Locus system. Release collateral, file physical documents, and draft guarantee agreements for the IIS Team. Handle claims processing, track reporting compliance, and invoice investors for underwriting fees. Provide timely UCC continuations and assist external and internal customers with loan questions. Work independently in a stable remote environment with two days in-person in Richmond, Virginia.

Required Qualifications

  • High School diploma or equivalent
  • Excellent Word, Excel, and Windows file management skills
  • Proficient in the use of web conferencing platforms such as Microsoft Teams or similar software
  • Demonstrated web research skills
  • Familiarity with Outlook or similar network-based email and calendar software
  • Must be able to work independently in a stable remote environment
  • Ability to communicate verbally across all levels of the organization in a clear, concise and confident manner
  • Ability to write accurate, clear and organized communications, incorporating a range of information and analysis
  • Ability to document workflow and procedures
  • Minimum 2 days in-person in the Richmond office

Desired Qualifications

  • Experience of 1-3 years related experience and/or training
  • Accounting and/or banking and knowledge of basic accounting principles, practices, and standards

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