Job Description

Job Description

Only Candidates with US Work Authorization will be considered.

Position Summary:

The Loan Operations Department of Bradesco Bank is seeking a reliable and detail-oriented Clerical Assistant to support critical back-office functions related to loan servicing, document processing, and routine accounting. This position plays a key role in ensuring the accuracy and timely handling of mortgage-related documents, regulatory compliance, and internal process tracking. The ideal candidate will have strong organizational skills, be comfortable handling sensitive information, and thrive in a fast-paced banking environment.

Key Responsibilities:

• Document Management:
• 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.
• Loan Servicing Support:
• 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.
• ACH Processing:
• Forward ACH payment instructions for appropriate approvals.
• Track submission, execution, and confirmation of ACH transactions and report on completion status.
• Accounting Support:
• Assist with general ledger (GL) reconciliations and basic entries related to loan operations.
• Help ensure records align with internal systems and accounting reports.
• Administrative Tasks:
• 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.

Qualifications:

• High school diploma or equivalent required; Associate’s degree in Business, Finance, or Accounting preferred.
• 1+ year of experience in a bank, credit union, or financial services clerical role preferred.
• Basic understanding of mortgage documentation and general ledger reconciliation.
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook); experience with banking systems a plus.
• 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.

Work Environment:

• Office-based position with standard banking hours.
• May involve periodic interaction with confidential financial and legal documents.
• Opportunity to grow within banking operations and gain exposure to loan servicing, accounting, and compliance functions.

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

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