Loan Servicer

About the role

The Loan Servicer provides quality customer service to internal and external customers while performing basic account maintenance and monetary transactions related to the servicing of loans. Working under the direction of the Loan Services Manager, the role uses the FIS/IBS loan system to perform data entry, process payments, and complete maintenance requests for the bank’s consumer, mortgage, and commercial loan portfolios.

Responsibilities

• Perform loan data entry of customer and loan information on the IBS loan system for new consumer mortgage, consumer non‑real‑estate loans, and new and renewal commercial loans.
• Handle all calls and email inquiries to Loan Services from internal personnel, authorized third parties, and bank customers, including information research and error‑resolution requests.
• Make adjustments and corrections to loan account records as needed while complying with regulations and laws related to loan servicing.
• Assist with escrow functions, including annual escrow analysis, monitoring hazard‑insurance payments, and PMI removal.
• Review daily reports to identify adjustments and reconcile posting errors to loan accounts; support special projects related to the loan system.
• Respond to loan officer and authorized third‑party requests for loan payoff quotes and prepare written loan payoff letters in accordance with bank policy.
• Perform quality reviews of new and renewed loans processed by other employees to verify data accuracy, required documentation, system setup, and compliance with bank policies.
• Handle special projects involving data entry for functions such as monthly customer outreach letters, annual disclosures, report preparation, or error resolution.
• Perform additional duties as assigned.

Requirements

• Two or more years of experience in banking customer service or loan servicing.
• Understanding of basic bank transactions and loan products (preferred).
• Ability to learn Tri City National Bank’s policies, procedures, products, and services.
• Strong verbal, written, and organizational skills with the ability to prioritize tasks and solve problems.
• Proficiency in Microsoft Office.
• High degree of customer‑service orientation, effective communication, sensitivity, judgment, and initiative.
• Ability to perform detailed, analytical work and make independent decisions with a high degree of accuracy.

Benefits

• Benefits begin on the 1st of the month after hire date.
• 401(k) with company match (must be 21 and work an average of 20+ hours/week to qualify for paid vacation).
• Up to 20 hours of paid vacation after 6 months of employment.
• Tuition reimbursement.
• Medical, dental, and vision coverage.
• Predictable schedule with major holidays off and no early mornings or late nights.
• Opportunities for career growth through the “Pathways for Success” program.
• Community‑focused work environment that celebrates individual and team achievements.

Pay

$20.00 – $28.00 per hour, depending on experience.

Schedule

On‑site position in West Allis, WI. Predictable work schedule with major holidays off; the role may be filled as part‑time or full‑time.