File Clerk

We are seeking a detail-oriented and organized individual to join our team as a Project File Review Coordinator. This role is crucial for maintaining accurate and complete project files.Job Summary: The Project File Review Coordinator will be responsible for reviewing the status of project files, identifying missing items, and soliciting necessary documentation from borrowers. The role also includes maintaining project files, scanning and electronically filing engineering plans, and performing various administrative duties as needed.Key Responsibilities:Project File Review:Conduct thorough reviews of SRF-funded project files from 2022 to the present.Create detailed lists of missing items or incomplete documentation in each project file.Solicit Missing Items:Contact borrowers to request and collect missing items or documentation necessary for project files.Follow up with borrowers to ensure timely submission and resolution of any outstanding issues.File Maintenance:Regularly update and maintain project files to ensure completeness and accuracy.Ensure all documentation is organized and easily accessible.Scanning and Electronic Filing:Scan engineering plans and other relevant documents.File scanned documents electronically in the appropriate systems or repositories.Administrative Duties:Assist with other administrative tasks as assigned by the supervisor or project manager.Maintain organized records and provide regular status reports on file reviews and updates.Qualifications:· Proven experience in document management, project coordination, or a related role.· Strong attention to detail and organizational skills.· Proficiency with document management software and scanning equipment.· Excellent communication skills for interacting with borrowers and team members.· Ability to manage multiple tasks and deadlines efficiently.

Created: 2025-03-01