Loan Operations 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

• Process and maintain commercial loan transactions, including payoffs, system updates, and loan record accuracy
• Manage collateral documentation, including UCC tracking, title work, tickler follow-up, and collateral release
• Support loan servicing activities such as onboarding, maintenance, and responding to internal and external inquiries
• Cookbook loan activity, including remittances, reconciliations, wires, and communication with partner institutions
• Aid with regulatory and compliance tasks, including HMDA review, audit support, and discrepancy resolution
• Maintain organized loan files through imaging, indexing, and post-closing file review

Requirements

• Experience: 5+ years of loan servicing, processing, or related lending experience preferred
• Ability to analyze and interpret loan data and supporting documentation
• Familiarity with regulatory requirements including HMDA and flood compliance
• Strong attention to detail and accuracy in work
• Ability to manage multiple priorities and stay organized
• Strong communication and collaboration skills
• Proficiency in Microsoft Office and related systems

Qualifications

• High school diploma or equivalent
• Valid driver’s license

Skills

• Microsoft Office proficiency

Benefits

• Competitive benefits package
• Family-friendly work environment
• Opportunities for career growth and development

Pay

• Salary commensurate with experience

Schedule

• Full-time position