Essential Duties and Responsibilities include the following. Other duties may be assigned.
40% - Workflow Testing and Documentation
- Test workflows that are developed ensuring all routes of the workflow are functioning as expected and report any errors to workflow personnel.
- Prepare training documentation for each workflow developed in cooperation with the Project Manager.
- Perform weekly rate changes by established deadlines
- Complete workflow training and train with workflow staff on workflow development.
30% - Image Monitoring and Management
- Monitor software that integrates with the banks imaging software
- Ensure all integrations are operating as expected and resolve any issues that arise.
- Monitor the image indexing queue and clear any open indexing items in a timely manner.
- Transfer documents from loan software to imaging software by deadlines established
- Complete image administrator training and work with data management staff to train to perform updates/changes to the imaging system.
20% - Report Delivery Monitoring and Management
- Monitor scheduled reports on a daily basis
- Update report dates on files within the share file
- Troubleshoot and resolve report delivery issues and notify departments of issue resolution efforts
10% - Customer Service and Other Duties as Assigned
- Provide excellent customer service to bank staff
- Monitor and update tickets in a timely and thorough manner
- Responsible for coordinating/perform staff training on new programs or updates