Receptionist - Loan Operations
Receptionist - Loan Operations
Job Title: Receptionist
Department: Loan Operations
Reports to: Loan Operations Director
Availability: Monday - Friday
Hours: 8:00 a.m. - 5:00 p.m. (With occasional overtime)
FLSA Status: Non-Exempt
SUMMARY: The incumbent is the first point of contact for customers and other visitors to the bank. Assists visitors when possible and routes them to others when appropriate. Answers incoming calls. Provides additional administrative support for the office.
ESSENTIAL DUTIES AND RESPONSIBILITIES : (Other duties may be assigned.)
1. Complete required BSA/AML training and other compliance training as assigned. This duty is performed annually.
2. Greet individual and direct them to the proper department or employee. May answer general questions relating to financial institutions services or arrange appointments as necessary. This duty is performed daily, about 50% of the time.
3. Answer telephones, direct phone calls to appropriate person, or take messages. This duty is performed daily, about 15% of the time.
4. Perform administrative duties, such as typing, filing, or routine clerical work, and mail handling. This duty is performed daily, about 15% of the time.
5. Receive shipments and packages and directs them to the proper department or employee. Coordinate outbound shipments. This duty is performed daily, about 10% of the time.
6. Ensures reception area is neat and orderly. This duty is performed daily, about 5% of the time.
7. Maintain confidentiality. This duty is performed daily.
8. Maintain a professional demeanor at all times. This duty is performed daily.
9. Regular and good attendance to work required. This duty is performed daily.
10. Perform any other related duties as required or assigned.
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
Mental alertness and adaptability to office and field area work routines. Equivalent to four years high school or GED, with particular emphasis during high school in office skills, shop skills, or others, plus 7 to 11 months related experience and/or training. Or equivalent combination of education and experience.
Ability to read and understand simple instructions, short correspondence, notes, letters and memos; Ability to write simple correspondence. Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
Ability to add, subtract, multiply and divide numbers. Ability to perform these mathematical skills using money and other forms of measurement.
CRITICAL THINKING SKILLS
Ability to use common sense understanding in order to carry out simple multi-step instructions. Ability to deal with standardized situations with limited variables.
SOFTWARE SKILLS REQUIRED
Intermediate: Alphanumeric Data Entry
Basic: 10-Key, Word Processing/Typing
INITIATIVE AND INGENUITY
Under immediate supervision, performs general assignments of work, with periodic check of performance by supervisor.
Limited responsibility with regard to specific assignments in planning time, method, manner, and/or sequence of performance of own work operations.
Performs work operations which permit frequent opportunity for decision-making of minor importance and which would not only affect the operating efficiency of the individual involved, but would also affect the work operations of other employees and/or clientele to a slight degree.
Light mental demand. Operations requiring intermittent directed thinking to carry out predetermined procedure or sequence of operations of limited variability. Operations requiring intermittent attention to control machine or manual motions.
ANALYTICAL ABILITY / PROBLEM SOLVING
Repetitive. Activities or duties using a pre-determined set of processes or directions coupled with nearby supervision. Learned things in situations where choice is simple or patterned.
RESPONSIBILITY FOR WORK OF OTHERS
The level of direct supervisory responsibility for the assignment of job duties, training, leadership, guidance, needs of employees, hiring, terminating and/or direction of the effort of others. Scoring will depend upon the number and classification of people normally supervised or directed, and the scope of complexity of the operations involved in the supervisory responsibility. (Job classification which involves no supervision will not be assigned a point value for this factor.)
Supervises the following departments: None
RESPONSIBILITY FOR FUNDS, PROPERTY and EQUIPMENT
Occasionally responsible for the organization's and/or associated organization's property where carelessness or error would result in only minor damage or minor monetary loss. Ordinary care and attention is required when handling this property in order to prevent loss.
Probable errors of internal scope readily detected in normal course of work by standard check or routine crosscheck within a single department or office. Errors resulting from inaccuracy would create minor confusion, delay or expense to correct the situation.
FREEDOM TO ACT
Defined. Semi-repetitive prescribed processes and procedures with nearby supervision.
ANNUAL MONETARY IMPACT
The amount of annual dollars generated based on the job's essential duties / responsibilities. Examples would include direct dollar generation, departmental budget, proper handling of organization funds, expense control, savings from new techniques or reduction in manpower.
None. Job does not create any dollar monetary impact for the organization.
IMPACT ON END RESULTS
Minimal impact. Job has little or no impact on the organization's end results. Job is focused on non-decision making activities or inconsequential duties.
Regular contacts with patrons, either within the office or in the field. May also involve occasional self-initiated contacts to patrons. Lack of tact and judgment may result in a limited type of problem for the organization.
Contacts occasionally with others beyond immediate associates, but generally of a routine nature. May obtain, present or discuss data, but only as pertains to an immediate and specific assignment. No responsibility for obtaining cooperation or approval of action or decision.
USE OF MACHINES, EQUIPMENT AND/OR COMPUTERS
Regular use of complex machines and equipment (desktop/laptop computer and software, road and production machines and equipment, driver's license/cdl, etc.)
Normal working conditions as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions.
The following work environment characteristics described here are representative of those 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.
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.
Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to sit; occasionally required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision.