All documents to be scanned at the end of the day must be placed in scan bin. 

1. Ensure the barcode stickers are properly placed on page 1 of each grouping on the top left of the page.
2. Fill out the Scanned Document slip.
3. Go to the scanner and select the following: Scan > Folder > Deposit Dropbox.
   1. Select Send file type/name.
   2. Select Multi Page PDF.
   3. For the File Name, enter the office number 39.
4. Click Scan.
5. When finished, paperclip the scanned documents together and add to the file drawer under the check printer.

1. Gather the mail from the correspondence bin, and take it to the mailroom. 
2. Place the mail in the appropriate bin (with postage or without postage).
3. Check the Bank Direct bin to collect any incoming mail.

1. Tickets are placed in basket next to scanned work bin.  
2. Collect any tickets from work and deliver them to the Loan Servicing area and place in the basket labeled Ticket Basket. 
   • Best practice: Deliver work no later than 3:00 pm to ensure ample time for processing.
3. Sign the log.

1. Before sending a fax with client information or to send information to a 3rd party, you must have a written request from the client.
2. Fill out a fax cover page, and place on top of the documents to be faxed.
3. Fax the documents.
4. Print and place any written authorizations with the faxed documents.
5. When finished faxing, place the documents in the Fax to Client folder by the fax machine.