Community Lending Data Clerk

GENERAL DESCRIPTION OF POSITION

The Community Lending Data Clerk supports the Community Lending Specialist by maintaining accurate documentation and organized records to ensure the bank’s compliance with outreach activity completed to mitigate redlining risks in the Bank’s majority minority census tracts (MMCTs).

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Create and maintain Excel spreadsheets showing mortgage outreach activities and MMCT bank branch marketing by quarter.

2. Prepare documentation files for mortgage outreach activities and MMCT bank branch marketing per existing procedures, ensuring stacking accuracy within individual documentation files.

3. Review mortgage outreach and MMCT bank branch marketing documentation files for accuracy.

4. Collect supporting documentation from mortgage employees for outreach activities as necessary, ensuring documents are maintained in an organized manner.

5. Review outreach submissions for completion and accuracy. Use FFIEC website to determine whether a physical address is located within a majority minority census tract.

6. The ability to work in a constant state of alertness and in a safe manner.

7. Complete required BSA/AML training and other compliance training as assigned.

8. Perform any other related duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college. Plus 0 - 6 months related experience and/or training, and 1 - 6 months related management experience, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; Ability to write routine reports and correspondence.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.

CRITICAL THINKING SKILLS

Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Basic: 10-Key, Alphanumeric Data Entry, Presentation/PowerPoint

Intermediate: Database, Word Processing/Typing

Advanced: Spreadsheet 

WORKING CONDITIONS 

Normal working conditions as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions. 

ENVIRONMENTAL CONDITIONS

The following work environment charactistics described here are representative of thoses an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Highly-repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is continuously required sit, frequently required to stand, walk, use hands and finger, handle, or feel, talk or hear. The employee must occasionally lift and/or move up to 25 pounds; Specific vision abilities required by this job include close vision.

ADDITIONAL INFORMATION

Required Competencies:
- Organizational skills
- Attention to detail
- Ability to multi task
- Ability to prioritize workflow
- Ability to handle pressure due to deadline restraints
- Excellent knowledge of Excel
- Basic computer skills