Jobs · Finance · Wisconsin

Loan Servicing Specialist

Lake Ridge Bank · Cross Plains, WI · 3 mo ago
FinanceFull-time

JOB REQUIREMENTS

  • Organize documents for uploading to the imaging system, Director, for permanent electronic storage.
  • Review and process daily loan booking requests, tasks/tickets, and make corrections and adjustments as necessary.
  • Onboard new, renewed, extended, and modified loans directly to the Navigator system including, but not limited to commercial, commercial real estate, agricultural, participation and municipal loans.
  • Make corrections and adjustments as necessary in Navigator.
  • Disburse loans and make monetary transactions as indicated on the disbursement documentation.
  • Initiate and verify wires associated with loan transactions.
  • Obtain collateral perfection according to requirements of Loan Approval.
  • Review compliance requirements are met and accurate, including but not limited to CIP/CRA/HMDA/Beneficial Ownership, etc. and enter data into related systems/programs.
  • Review and monitor tickler report for final title policies, recorded documents, vehicle titles, etc.
  • Process daily incoming mail and route to the appropriate area.
  • Perform maintenance requests received through the ticketing system. After reviewing, make corrections when needed.
  • Receive incoming phone calls to support internal teams as well as customers.
  • Provide timely and accurate payoff quotes as requested by customer and/or third-party title.

Qualifications

Associate Degree in relevant field.

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