Loan Fulfillment Specialist

About the Role

Port Washington State Bank, a 16-time Top Workplace winner, is a community-minded bank where people build lasting careers. Family-owned since 1899, we put people first: our customers, employees, and communities. With a strong culture, competitive benefits, and a team that supports your growth, you'll feel right at home here.

Responsibilities

• Manage and coordinate the commercial loan closing process from approval through funding and loan boarding
• Serve as the operational liaison between lenders, credit administration, commercial support staff, commercial loan processing, attorneys, title companies, borrowers, and other third parties to help ensure commercial transactions close accurately, efficiently, and in accordance with approved terms
• Perform file triage, closing coordination, documentation readiness reviews, quality control, exception management, and workflow monitoring so commercial loan files are complete and documentation-ready before reaching Commercial Loan Processing
• Conduct loan approval review and file triage
• Manage prior-to-close condition management
• Coordinate closing activities
• Perform quality control review
• Provide commercial loan operations support

Qualifications

• High school diploma or equivalent required
• 3+ years of commercial loan documentation, loan closing, loan operations, credit administration, title, paralegal, or related banking experience required
• Experience with commercial real estate, entity documentation, collateral documentation, flood, insurance, title, and post-closing exception tracking preferred
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities while maintaining accuracy
• Strong verbal and written communication skills
• Commitment to providing outstanding customer service
• Ability to read and understand organizational documents, resolutions, insurance evidence, title commitments, flood determinations, and collateral documentation