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Note Clerk or Senior Note Clerk

Company: Savings Bank of Mendocino
Location: Ukiah
Posted on: June 9, 2021

Job Description:

Job Title: Note Clerk

Department: Loan Operations

Reports To: Loan Operations Manager

FLSA Status: Non-exempt, hourly

Salary Grade: 14 ($18.44/hr. - 19.41$/hr.) DOE

Revision Date: 04/2021


Are you a motivated and high performing individual who has strong people and organizational skills, and a desire to work at a local business dedicated to meeting the financial needs of its customers, validating the investment of its shareholders, and investing its time, money, and expertise to support worthy causes throughout Lake and Mendocino Counties? Savings Bank of Mendocino County has proudly been serving the needs of our communities since 1903 and is seeking a qualified professional for the role of Note Clerk in the Loan Operations Department. This position involves assisting customers both on the phone and in person with loan related questions; boarding loans on to the system and servicing them for the life of the loan.

The ideal candidate has experience in a fast-paced, multi-task driven environment, which served the needs of loan customers/assistants/officers. A successful person in this role is organized; personable; has strong interpersonal and time management skills; and is comfortable interacting with a broad range of individuals, including customers, loan assistants and loan officers. SBMC is excited to add to our team of individuals seeking to fulfill the Banks vision of Investing in the future as your local independent bank, committed to the prosperity of our communities, employees and shareholders.


To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Serves as primary telephone service representative. This position provides assistance to both internal and external customers by providing knowledgeable, courteous and professional service both in person and on the telephone.
  • Quotes and processes all loan payoffs while also processing all payments received either through the mail or in person and mails out daily loan past due or payment due notices. Also responsible for calculating and processing requests for loan payment extensions.
  • Processes the monthly ACH payment files, credit card transactions and all construction loan advances/line of credit advances.
  • Responsible for pulling credit reports for new loan applications or loan renewals/extensions/modifications.
  • Boards consumer loans on to the system.
  • Processes Dealer Floor Plan transactions for new and used vehicles.
  • Other duties as assigned.

Keywords: Savings Bank of Mendocino, Santa Rosa , Note Clerk or Senior Note Clerk, Other , Ukiah, California

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