• Manage and monitor the routing and filing of all documents coming in and out of the department.
• Conduct documentary checking on received loan application documents.
• Responsible for processing insurance applications and loan release for the branch.
• Generate reports and statements for internal use.
• Responsible for encoding turn-ins in MIS and CRM.
• Responsible for transmitting the Brown Envelope (Loan Release Documents) and Green Folder (Requirements of Released Accounts) to the Compliance Associate.
• Responsible for notarization of Promissory Notes (PNs).
• Responsible for checking lacking documents and all turn-ins.
• Assist in loan releasing — printing post-dated checks (PDCs) and emailing insurance.
• Scan PDCs and loan documents.
• Route documents to Accounting as needed for loan disbursement.

Other Functions:

• Perform ad hoc functions as instructed by the Branch Manager and/or DCSC Management.