Bradesco Bank · 3 months ago
Loan Operations Clerical Assistant | 6-Month Temporary Assignment
Bradesco Bank is seeking a reliable and detail-oriented Clerical Assistant to support critical back-office functions related to loan servicing and document processing. This role is essential for ensuring the accuracy and timely handling of mortgage-related documents and compliance with regulatory requirements.
BankingFinanceFinancial Services
Responsibilities
Scan, file, and electronically organize loan and servicing documents
Prepare and record Assignments of Mortgage and Satisfactions of Mortgage in accordance with state and investor requirements
Monitor and update insurance and property tax statuses for the bank’s mortgage portfolio
Follow up on missing or expired policies and coordinate with servicing staff or third-party providers
Forward ACH payment instructions for appropriate approvals
Track submission, execution, and confirmation of ACH transactions and report on completion status
Assist with general ledger (GL) reconciliations and basic entries related to loan operations
Help ensure records align with internal systems and accounting reports
Maintain accurate logs and trackers for assignments, satisfactions, ACH instructions, and compliance statuses
Communicate with internal departments and external vendors to resolve discrepancies or obtain necessary documentation
Perform other clerical tasks as assigned in support of banking operations
Qualification
Required
High school diploma or equivalent required
Basic understanding of mortgage documentation and general ledger reconciliation
Proficiency with Microsoft Office Suite (Excel, Word, Outlook)
Strong attention to detail and commitment to data accuracy
Ability to maintain confidentiality and adhere to bank compliance standards
Excellent time management, communication, and follow-up skills
Preferred
Associate's degree in Business, Finance, or Accounting preferred
1+ year of experience in a bank, credit union, or financial services clerical role preferred
Experience with banking systems a plus
Company
Bradesco Bank
Bradesco Bank provides saving accounts, investment, credit card, finance, and banking operation services.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2025-05-09
2024-11-08
2023-11-23
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