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.