filing clerk.

- Keep accurate records of checked-out loan files- Keep records of all loan materials that are filed in or removed from vault.- Add new material to, or retrieve material from, loan file records, as requested by the Commercial Loan Servicing Manager.- Collect, sort and stamp mail, and deliver to post office by 3:45pm.- Track loan files and materials removed from loan files in order to ensure that borrowed loan files and materials are returned.- Gather loan materials to be filed from departments and employees.- Sort and classify loan information according to established Commercial Loan Servicing Manager guidelines.- Find and retrieve information from loan files in response to requests from authorized users.- Conduct all research as requested by Members and authorized users.- Determine how and where incoming loan materials should be classified or filed.- Answer questions about loan records and files.- Learn, recommend and apply all established loan file procedures as requested by Supervisor and required by Departmental need.- Perform periodic inspections of loan materials or files in order to ensure correct placement, legibility, and proper condition.- Eliminate outdated or unnecessary loan materials, destroying them or transferring them to inactive storage according to file maintenance guidelines and/or legal requirements.- Assist Real Estate Title group by processing weekly reconveyance list by Thursday.- Assist in cross training LSR department on mail responsibilities as needed.- Assist Imaging Assistant as needed.- Serve as backup for Imaging Specialist to ensure information flow.- Cross-train with other Department Personnel to enable continued workflow.

1-4 years

- Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.- Ability and willingness to interact calmly and professionally with people from all backgrounds.- Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.- Ability to follow oral and written instructions.- Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others? work styles.- Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.- Ability to lift up to 50 lbs., with or without accommodation.- Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.- Follow all the Credit Union, Montana and Federal information privacy guidelines. - Adhere to al the Credit Union policies and procedures.- Protect Member and the Credit Union confidential information.

- High school diploma or equivalent.- 1-2 years professional office experience preferred.

High School