Loan Operations Clerical Assistant | 6-Month Temporary Assignment jobs in United States
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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
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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

Mortgage documentationGeneral ledger reconciliationMicrosoft Office SuiteBanking systemsAttention to detailTime managementCommunication skillsConfidentiality

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

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Bradesco Bank provides saving accounts, investment, credit card, finance, and banking operation services.

Funding

Current Stage
Growth Stage

Leadership Team

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Henrique Leme Pinto Lima
Chief Executive Officer
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Ricardo Lanfranchi
CEO & President Bradesco Investments & Bradesco Global Advisors
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Company data provided by crunchbase