Consumer Lender - Support
Job
Robert Half
Mount Vernon, NY (In Person)
Full-Time
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Job Description
We are looking for a detail-oriented Consumer Lender - Support specialist to join a long-term contract opportunity in Mount Vernon, Ohio. This role supports the secure handling, organization, and tracking of consumer loan documentation throughout the full record lifecycle while helping maintain accurate file access and retention practices. The position works closely with internal teams to fulfill document requests, support audit activity, and ensure daily operations align with service and compliance expectations.
Responsibilities:
- Manage consumer loan files through each stage of their lifecycle, from initial intake through final retention and authorized destruction, in accordance with corporate recordkeeping standards.
- Record and track the movement of files that are checked out of the file center, update location details in internal systems, and help ensure records can be retrieved quickly and accurately.
- Coordinate the transfer of documentation between active storage, on-site storage areas, and off-site facilities, including preparing files for boxing and shipment.
- Review incoming loan-related documents, organize materials appropriately, and file them into the correct customer records with a high degree of accuracy.
- Support monthly file status reporting by confirming the whereabouts and return status of documents currently out of the file center.
- Respond to internal and external audit requests by locating, organizing, and delivering required loan files within established timelines.
- Keep current with bank, investor, and regulatory record retention requirements and apply those standards to daily file management activities.
- Provide operational guidance to departments and affiliated banking partners regarding file center procedures, documentation handling, and related process questions.
- Deliver dependable service to internal stakeholders while maintaining compliance awareness and assisting with other administrative support tasks as needed.
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