Community Lending Data Clerk

GENERAL DESCRIPTION OF POSITION

The Community Lending Data Clerk supports the Community Lending Specialist by maintaining accurate documentation and organized records to ensure the bank’s compliance with outreach activity completed to mitigate redlining risks in the Bank’s majority minority census tracts (MMCTs).

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Create and maintain Excel spreadsheets showing mortgage outreach activities and MMCT bank branch marketing by quarter.

2. Prepare documentation files for mortgage outreach activities and MMCT bank branch marketing per existing procedures, ensuring stacking accuracy within individual documentation files.

3. Review mortgage outreach and MMCT bank branch marketing documentation files for accuracy.

4. Collect supporting documentation from mortgage employees for outreach activities as necessary, ensuring documents are maintained in an organized manner.

5. Revi...