Fulfillment Specialist

JOB FUNCTION / SUMMARY:

The Fulfillment Specialist 1 is responsible for working/resolving/tracking/reporting issues and requests from bankers and customers for commercial and retail loans. Quality control will be performed and will include the review and validation of the loan system input.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Issue resolution, tracking, and reporting.

Verifies accuracy of all critical loan codes.

Assist and generates reports needed to comply with regulatory exams and external audits.

Prepares legal documents required in Federal, State, and Civil Subpoenas.

Performs any other duties that may be deemed appropriate.

Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

High school diploma or GED required; associate degree preferred

2 years related experience or training

A combination of education and experience if more than a HS diploma

The following certifications from Hancock Whitney's Computer Based Training (CBT) are required, if applicable, once in this position:

Certification in Banking Regulations (Reg. B, Reg. CC, Reg. O, Reg. Z, Reg. H, Reg. D, Reg. O, FCRA)

Certification in HMDA Compliance

Certification in CRA, RESPA, NFIP Regulations

Certification in Microsoft Excel and Access

Strong verbal and written communication skills

Excellent customer service skills and the ability to maintain good customer relationships

Proficient operation of Microsoft Office Products such as Word, Excel and PowerPoint

Excellent verbal and written communication skills in order to communicate effectively with customers and bank personnel

Ability to establish and maintain a high level of credibility with all levels of internal and external customers

Detail oriented

Ability to prioritize tasks effectively

Excellent organizational/planning/project management skills

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

Ability to work under stress and meet deadlines

Ability to operate a keyboard if required to perform the essential job functions

Ability to read and interpret a document if required to perform the essential job functions

Ability to travel if required to perform the essential job functions

Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.