Loan Operations Specialist
Port Washington State Bank · Port Washington, WI · 1 wk ago
FinanceFull-time
JOB REQUIREMENTS
- 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
- Absorb regulatory and compliance tasks, including HMDA review, audit support, and discrepancy resolution
- Maintain organized loan files through imaging, indexing, and post-closing file review
KEY FUNCTIONS
Support the commercial lending function by handling a wide range of loan servicing, collateral tracking, and compliance-related tasks.
QUALIFICATIONS
- 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