Loan Servicing Specialist
Loan servicing specialist job in New Glarus, WI
Hours: Monday-Friday 8:00 am-4:30 pm This position is responsible for servicing the bank's loan portfolio and following established lending policies and procedures. Specialists thrive in a multi-function role that aims to put the customers' needs first. The Servicing Specialist is expected to utilize and follow established policies and procedures to ensure compliance with all lending regulations.
The individual in this position will accurately assist with the inputting of data into the Bank's Core System. The individual must have a working understanding of the Bank's core system. Must also perform other tasks as assigned by the supervisor and senior management regardless of job title or routine duties.
Supervisory Responsibilities:
None.
Duties/Responsibilities:
1. Preparing and input data entry of new consumer loans, loan disbursing, loan file maintenance, and servicing of all loan types on the Bank's Core System.
2. Prepares necessary disclosures in accordance with the regulatory requirements, including content and timing. 3. Helps promote a culture of regulatory compliance and safe and sound financial practices.
4. Knows and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws. 5. Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA).
6. Process daily functions of all loan records including Loan payments, Construction Draws, Advances, Participation Payment and Payoff Requests.
7. Generate and complete the Bank's balancing reconciliation for secondary market loan programs. Accountable for insuring accuracy and completion of all required secondary market loan reports, which includes but is not limited to, Freddie Mac, Fannie Mae, FHLB, Farmer Mac and Rural Housing programs. Upon movement of a loan to collections, work with Loan Operations Manager for additional reporting that may be needed.
8. Prepares customer loan renewals when needed, which includes validating terms with lender, preparing renewal documents, validating payment history, updating loan file information (pulling and filing documents as needed) and completing the renewal work on the Bank's core loan system.
9. Recertifies flood certifications and maintenance on the Bank's Core System for HELOCs prior to maturity.
10. Primary Loan Processor for assisting in the follow-up of all incomplete loan file work for consumer loan customers via tracking and monitoring of items for the completion of each loan file:
a. UCC filings, amendments, and continuations.
b. MV-1s and lien perfections on vehicles/trailers/boats/etc. and continuations.
c. OFAC check when customer/guarantor is new to the Bank.
d. Flood Insurance monitoring and force placement.
e. other collateral perfection tracking, as assigned, for the Bank.
11. Reconciliation of the following general ledger accounts:
a. PMI payable
b. Branch loan holdovers
c. Appraisals payable
d. Recording Fees
e. CL & AH Insurance
12. Answer incoming customer calls with enthusiasm and professionalism.
13. Adhere to Bank of New Glarus policies and procedures as well as industry regulations.
14. Conduct detailed root cause analysis of customer issues or problems.
15. Pull monthly loan reports needed to validate loan balances by required category to complete submission reports to Bank's blanket insurance provider(s).
16. Assist with the scanning and filing
17. Accurately complete all maintenance to loans as needed.
18. Resolve loan payment discrepancies.
19. One of the core group of loan support staff to:
a. Processing of loan payments.
b. Producing payoff.
c. Ordering of coupon books.
d. Disbursing mail, special deliveries, and faxes throughout the day with occasional pick up and/or drop off mail to the post office.
e. Assist customers with questions relating to: Loan Servicing, Escrow Analysis, Repayment Plans for Delinquent Property Taxes.
f. Works with Loan Operations Manager on special projects and mailings.
20. General administrative support work is a major part of this position and includes letter coordination; routine filing of loan documents and correspondence; follow-up phone calls on outstanding documents; and other duties as assigned.
21. Prepare communications accurately and timely in a professional manner.
22. Maintain confidentiality of all customer and employee information.
23. Respond positively to regular feedback and development suggestions.
24. Consistently demonstrates regular attendance and punctuality.
25. Other duties as assigned.
Required Skills/Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Must be able to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions, and decimals. Also interpret statistical information and graphs.
2. Proficient with a 10 Key Calculator, Keyboarding, Knowledge of Personal Computer and Wide Array of Software Applications.
3. Demonstrated effective communication skills and cheerful demeanor.
Education and Experience:
High school diploma or equivalent GED. 1-2 years of banking experience preferred.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of those jobs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit for prolonged periods of the workday; use their hands and fingers; reach with hands and arms; talk plainly and hear accurately. The employee frequently is required to walk. The employee is occasionally required to stand; reach with hands and arms; climb and balance; and stoop, kneel and crouch. The employee must regularly lift and/or move up to ten pounds occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision and the ability to adjust focus.
Travel Requirements:
None
BNG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Auto-ApplyLoan Servicing Specialist
Loan servicing specialist job in Madison, WI
Job Description
Core values speak to the heart of an organization and are the essence of a company's identity. Everything we do is centered around our community, customer service, our stability, and being trustworthy. These values support our mission and vision, shape our culture, and provide a foundation for the future.
Offering a dynamic benefit package that includes but is not limited to:
Four Medical Plan Offerings to choose from
Employer HSA Contributions (Coverage/Plan exclusions)
Employer Provided Life Insurance Policy
Annual Health Incentive
Annual Wellness Reimbursement
Tuition Reimbursement program
Generous Match 401k Retirement Plan
Paid Sick Leave
Paid Vacation Leave
11 Paid Holidays based on the Federal Reserve Calendar
If you are ready to take on a challenging and rewarding role; we invite you to apply for this exciting opportunity.
DUTIES AND RESPONSIBILITIES:
Research and resolve servicing issues in support of origination teams, borrowers, and clients within scope of authority and expertise. Work with manager to ensure timely and accurate Loan Servicing practices.
Serve as the first and second point of contact for borrower inquiries.
Perform direct support for subservicing clients.
Prepare\generate\analyze\distribute reports for clients and management.
Perform select post-closing duties related to our subservicer\servicing\and QC functions.
Provides the best service to our customers with creative and innovative solutions.
Other duties as assigned.
JOB REQUIREMENTS:
Minimum five years' experience in the mortgage industry, with an emphasis on Mortgage Loan Servicing Operations knowledge.
Excellent written and verbal communication skills.
Ability to provide the best service possible to our clients and customers utilizing creative and innovative solutions when necessary to achieve desired service levels.
Strong analytical ability, good judgment, and multidimensional thinker
Detail oriented and organized
Ability to work independently and as part of a team.
A.S Degree or higher preferred. Will consider extensive job knowledge as substitute
Bilingual candidates encouraged to apply.
EQUAL OPPORTUNITY EMPLOYER / VET / DISABILITY
E - Verify Employer
Powered by ExactHire:147590
Consumer Loan Specialist
Loan servicing specialist job in Janesville, WI
If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
* Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
* Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
* Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
* Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
* Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
* Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
* Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
* Sales Mindset: Confidence in promoting products and services that meet customer needs.
* Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
* Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
* Adaptability: Willingness to learn new systems and processes in a dynamic environment.
* Team Player: A collaborative spirit with a desire to contribute to team success.
* Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
* Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 2900 Deerfield Drive, Ste 119, Janesville, WI 53546
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.75 - $22.25
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyConsumer Loan Specialist
Loan servicing specialist job in Janesville, WI
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
Sales Mindset: Confidence in promoting products and services that meet customer needs.
Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
Adaptability: Willingness to learn new systems and processes in a dynamic environment.
Team Player: A collaborative spirit with a desire to contribute to team success.
Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 2900 Deerfield Drive, Ste 119, Janesville, WI 53546
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.75 - $22.25
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyConsumer Loan Servicing Specialist 1
Loan servicing specialist job in Cottage Grove, WI
We're looking for a Consumer Loan Servicing Specialist 1 who is passionate about delivering exceptional service and ensuring a smooth lending experience for our members. In this role, you'll provide prompt, courteous, and thorough support to members and internal partners, leveraging your knowledge of lending practices, systems, and compliance requirements to resolve both routine and complex loan servicing needs.
What You'll Do
Process loan payment corrections, modifications, payoffs, and account maintenance accurately and on time.
Respond to member inquiries with professionalism and ownership, ensuring lasting satisfaction.
Monitor servicing workflows, priority queues, and ServiceNow requests for timely resolution.
Identify and resolve process issues during system updates to maintain seamless operations.
Support team members and foster a collaborative, positive department culture.
Ensure compliance with all regulatory requirements (BSA, OFAC, USA Patriot Act, CIP).
Maintain confidentiality and uphold Summit's reputation for excellent service.
Capability Requirements
High school diploma or equivalent required.
Minimum one years' combined experience in at least two of the following areas: financial environment, consumer lending, retail, or business/customer service setting.
Proven proficiency in verbal, listening, written, and interpersonal communication, with ability to discuss and resolve complex situations effectively at all organizational levels.
Skill in prioritizing multiple, competing responsibilities and performing detailed work under deadlines.
Demonstrated understanding of credit union products, services, and consumer lending operations.
Ability to work independently, as well as collaboratively within a team environment, applying sound judgement in decision-making.
Experience with investigating and resolving member problems using strong analytical and member service approaches.
Basic knowledge of consumer lending regulations, policies, and bylaws impacting operational responsibilities.
Ability to attain a Nationwide Mortgage Licensing System (NMLS) number.
Familiarity with office technology including PC, printer, copier, fax, 10-key calculator, telephone, and related software.
Why Join Summit?
Competitive pay and benefits package.
Health, dental, and vision insurance.
401(k) with employer match.
Paid time off and holidays.
Opportunities for growth and development in a supportive, member-focused environment.
Required Statement Sections
Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds.
Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc).
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.
Consumer Loan Specialist
Loan servicing specialist job in Janesville, WI
.
Home Loan Specialist I
Loan servicing specialist job in Madison, WI
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform routine data entry and validation tasks.
- Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Review and validate loan documents.
- Handle routine calls, emails, and/or chat responses.
- Monitor work queues and intervene as needed.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise
Job Ref: 141857
### Place of Work
On-site
### Requisition ID
141857
### Application Email
****************************
Easy ApplyConsumer Loan Specialist
Loan servicing specialist job in Janesville, WI
If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
* Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
* Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
* Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
* Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
* Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
* Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
* Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
* Sales Mindset: Confidence in promoting products and services that meet customer needs.
* Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
* Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
* Adaptability: Willingness to learn new systems and processes in a dynamic environment.
* Team Player: A collaborative spirit with a desire to contribute to team success.
* Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
* Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 2900 Deerfield Drive, Ste 119, Janesville, WI 53546
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.75 - $22.25
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyMortgage Loan Processor
Loan servicing specialist job in Beloit, WI
Key Responsibilities
Review mortgage loan applications submitted through Blend and entered into Byte Loan Origination System (LOS) for accuracy and completeness.
Verify borrower information, including income, assets, employment, liabilities, and credit reports, ensuring proper documentation is obtained.
Order and review appraisals, title work, flood certifications, verifications of employment/assets, and other third-party services.
Prepare and deliver required loan disclosures and ensure compliance with federal and state lending regulations, including TRID.
Communicate clearly and proactively with members, loan officers, real estate agents, and closing agents throughout the loan process.
Work closely with underwriters to resolve conditions and provide requested documentation in a timely manner.
Maintain detailed and accurate records in Byte LOS and ensure loans meet internal and investor guidelines prior to closing.
Monitor pipeline to meet processing turn-time goals and credit union service standards.
Support members by providing guidance on documentation requirements and ensuring a smooth and positive mortgage experience.
Availability to attend special off site sales events and credit union functions, as needed.
Requirements
High school diploma or equivalent required; associate or bachelor's degree in business, finance, or related field preferred.
Minimum 2 years of mortgage processing or lending experience in a financial institution or mortgage company.
Proficiency with mortgage loan origination systems; experience with Byte and Blend strongly preferred.
Strong knowledge of mortgage products, TRID, RESPA, HMDA, and other applicable regulations.
Excellent organizational skills and attention to detail.
Strong communication skills with the ability to explain complex information in a clear and member-friendly manner.
Ability to manage multiple files simultaneously while meeting strict deadlines.
Team-oriented with a commitment to providing outstanding member service.
Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.
Working Conditions:
Normal office working conditions with the absence of disagreeable elements.
Note
: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Salary Description $20-$24 per hour
Consumer/Commercial Loan Processor - Roscoe
Loan servicing specialist job in Roscoe, IL
The Consumer/Commercial Loan Processor provides superior customer service through the timely and accurate packaging of commercial, consumer, and ag loan files. This position supports and communicates with lenders to promote efficient work flow and positive working relationships during the loan approval cycle.
PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES:
Provides administrative and operational support to lending personnel, and serves as a point of contact for customers during all stages of the loan approval process.
Orders, gathers and organizes all required supporting documentation needed to assemble a loan file in a consistent manner according to bank procedures.
Produces loan documents using current software, verifying the accuracy of the information contained within and assisting in identifying any inconsistencies with the information.
Works with system providers to utilize applications to the appropriate capacity; prepares for periodic updates to system software, and verifies that enhancements are functioning correctly.
Maintains current working knowledge of all bank loan policies and applicable regulations affecting the bank's credit practices.
Reviews loan documentation to ensure compliance with all applicable regulations and bank policies.
Maintains and tracks loan files to assure any pending or outstanding documents are addressed properly and in a timely manner.
Submits properly documented loan files to appropriate lenders.
Coordinates various projects under the guidance of the Chief Credit Officer to help advance departmental initiatives.
Produces reports as required including, but not limited to, monthly loan delinquency reporting and other information that is reviewed at a senior management or Board level.
Assists the Loss Mitigation department in meeting prescribed mortgage servicing requirements for our secondary market loans.
Provides ancillary support to the Loan Accounting area with the bank's monthly investor accounting activities related to our Freddie Mac portfolio.
Organizes periodic training activities for lenders and credit staff in order to improve performance and keep pace with industry changes.
Acts as a liaison between the processor group and loan review/credit quality in order to resolve issues, correct errors, or obtain missing documentation.
Prepares written correspondence to customers as required.
Performs post-closing functions, including processing loan advances and payments, and mailing paid notes, releases and titles on loans paid in full.
Prepares for the renewal cycle on existing loans nearing maturity.
Meets delivery deadlines and productivity targets.
Assists in the accurate collection and reporting of compliance data.
Maintains appropriate departmental files.
Protects the confidentiality of information that flows through the Credit Department.
Performs other duties and provides support in any manner requested.
Requirements
Education beyond high school is desired. Post-secondary degree in a business-related discipline is encouraged.
Relevant banking experience in a similar position is required.
High degree of organizational and multi-tasking ability.
Strong familiarity with loan documents and financial statements.
Strong computer software and data entry skills, particularly Excel and Word; the ability to quickly adapt to other specialized software applications and comfort using the internet as a research and working tool.
Strong basic math skills.
Strong communication abilities, both verbal and written.
Ability to work productively and independently, demonstrating strong analytical skills and attention to detail while needing limited supervisory overview.
Ability to recognize issues of significance and prioritize work.
ABOUT COMPENSATION AND BENEFITS:
We believe our employees are our greatest asset and deserve competitive pay and benefits. We regularly review our compensation and align our ranges with market data for our geography, industry, and institution size.
This is an hourly, non-exempt position with an expected pay range of $19.00 - $26.00. This is a best estimate of the pay range, but the hourly rate may be higher for candidates with direct experience in a loan processing role.
Paid time off is available up front, including paid vacation time, paid flex (personal) time, paid volunteer time off, and 11 paid holidays.
We partner with Blue Cross Blue Shield of Illinois to offer 2 health plans, dental insurance, and vision insurance.
The bank pays for short-term disability, long-term disability, and life insurance on your behalf. You can purchase additional life insurance for yourself, a spouse, or dependents at a group rate.
Discretionary 401k match and profit-sharing contributions are made on your behalf once you have met the eligibility requirements.
PHYSICAL REQUIREMENTS:
Typical office environment. Requires the ability to operate numerous types of office equipment such as computers, keyboards, printers, scanners, fax machines, copiers, calculators and telephones. Primarily a sedentary position with occasional standing, walking, lifting, carrying bending, kneeling, stretching and stooping required. Requires the ability to spend significant time reading paper documents and computer screens.
GENERAL NOTICE:
This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.
This position description does not constitute an employment agreement between the Bank and employee and is subject to change by the employer as the needs of the Bank and requirements of the position change.
Salary Description $19 - $26 per hour
Vault Processor
Loan servicing specialist job in Madison, WI
The Brink's Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial operations. Our network of operations in 52 countries serves customers in more than 100 countries.
We believe in building partnerships that secure commerce and doing that requires fostering an engaged culture that values people with diverse backgrounds, ideas, and perspectives. We build a sense of belonging, so all employees feel respected, safe, and valued, and we provide equal opportunity to participate and grow.
Job Description
Who We Are:
Brink's U.S., a division of Brink's Incorporated, is the trusted leader in armored transportation, currency processing, ATM services, and secure logistics for banks, retailers, and government clients. We take pride in offering our employees meaningful career growth and advancement opportunities.
As a Vault Processor, you'll handle, secure, and process large volumes of cash and valuables within Brink's vaults. This position plays a key role in maintaining the flow of currency between financial institutions and commercial clients, with a strong emphasis on accuracy, security, and team collaboration.
Key Responsibilities:
+ Securely manage vault operations and protect assets
+ Prepare, verify, and process cash shipments and deposits
+ Record and report all transactions with accuracy
+ Enter liability and inventory data into tracking systems
+ Monitor machinery and workflows
+ Follow all safety and security procedures
Minimum Qualifications:
+ At least 21 years old
+ Able to lift up to 50 lbs
+ Proficient in data entry
+ Able to obtain a firearms permit and guard card
Preferred Qualifications:
+ Experience with vault operations or cash handling
+ Military background
+ Familiarity with ATM servicing, deposit processing, or account reconciliation
Benefits & Perks:
+ Access to benefits after 30 days of employment! Medical, Dental, Vision, 401K, Paid Holidays & Vacation Hours (For Full Time positions). Link to our benefits: brinksbenefits.com (*********************************************************************************************
+ Uniforms and protective gear provided
+ Opportunities for internal growth in a team-first culture
Brink's is an equal opportunity employer and is committed to providing a workplace free of discrimination and harassment. We consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic under applicable law. We believe in fostering an inclusive environment where everyone feels respected, valued, and empowered to succeed.
What's Next?
Thank you for considering applying for a job at Brink's. To be considered for this position, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature.
Upon completion of the application process, you will receive an email confirming that we have received your application. We will review all candidates and notify you of your status should we deem you fit for a job. Thank you again for your interest in a career at Brink's. For more information about future career opportunities, join our talent network, like our Facebook page or Follow us on X.
Brink's is an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, marital status, protected veteran status, sexual orientation, gender identity, genetic information, or history or any other characteristic protected by law. Brink's is also committed to providing a drug-free workplace.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Build a Career with Purpose at Brink's
For over 165 years, Brink's has been a trusted global leader in secure logistics and cash and valuables management solutions. Today, we continue to evolve-powered by technology, driven by purpose, and united by values. With a legacy built on trust and a future driven by innovation, Brink's partners for customer success, empowering businesses across the globe to operate with confidence and peace of mind.
At Brink's, we operate in more than 100 countries, across cultures and languages, yet we're one team-committed to protecting what matters most. Our people are at the heart of everything we do. We foster a culture of collaboration, innovation, and continuous learning, where every team member is empowered to grow, take ownership, and make an impact.
No matter which business area or country you are located, Brink's offers a place to build a meaningful career. Here, you'll find opportunities to develop your skills, contribute to global solutions, and be part of something bigger. We believe in doing what's right, working together, and striving for excellence. If you're looking for a career that combines purpose with performance, Brink's is the place for you.
Brink's is proud to be an equal opportunity employer. If you need reasonable accommodations/adjustments during the hiring process, please let your recruiter know we're here to support you every step of the way.
See the "Terms and Conditions for Brink's" at: Terms of Use - Brink's US (***********************************
See the "Brink's California Consumer Privacy Notice" at: Brink's California Consumer Privacy Act Notice - Brink's US (********************************************************************
Processor Ft & PT
Loan servicing specialist job in Rockford, IL
Inspect clothing donations for cleanliness and style.
Test all appliances and electronics to determine if items are in working condition.
Determine the retail value of items according to pricing guidelines and ticket the merchandise; size and tag and correctly hang all merchandise.
Clean merchandise as required.
Insure a consistent flow of merchandise to the sales floor as directed by the Processing Lead.
Other duties as assigned.
Adhere to processing area dress code (neat jeans, shirts with collar and closed toed shoes).
Perform related work and other duties when required and as assigned
QUALIFICATIONS
High School Diploma, GED or the work equivalent.
Must be able to make quick and decisive judgments on the quality and retail value of merchandise.
Have knowledge of fashion labels and trends.
Must engage in safe and healthy work practices, for all staff, volunteers, and program participants.
Retail Loan Processor
Loan servicing specialist job in Waukesha, WI
Job Description
Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service.
Join Our Team as a Retail Loan Processor!
Waukesha State Bank is looking for a detail-driven, organized individual to join our team as a Retail Loan Processor. In this role, you'll be responsible for preparing and processing retail loan documentation from application to activation, ensuring accuracy and compliance every step of the way. You'll work closely with lenders, underwriters, and customers to gather necessary documents, provide disclosures, and support the loan process through to completion. The ideal candidate will have at least one year of experience in lending, underwriting, or loan processing, strong technical skills, and a keen eye for detail. If you're ready to grow your career in a collaborative, community-focused environment, we'd love to hear from you!
This is an onsite position in Waukesha County, WI
Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen.
EOE Disability/Vet
Loan Processor - Beloit
Loan servicing specialist job in Beloit, WI
Loan Processor - Join the Dollar Loan Center Team!
Department: Operations
Reports to: Store Manager
Status: Non-Exempt
Why This Role Rocks
Get ready to dive into the fast-paced world of short-term lending at Dollar Loan Center! As a Loan Processor, you'll help customers meet their short-term financial needs. You will review applications, verify information, and fund the loan! You'll help customers every step of the way, whether it's taking payments, answering questions, or calling on past-due accounts with solutions and professionalism. It's an important, customer-facing position that requires the right person, and that could be you!
What You'll Do
Offer Stellar Customer Service
Greet every customer with a smile and enthusiasm, whether in-person or over the phone.
Explain the reasons for borrowing from Dollar Loan Center and why we're the best in the business to customers inquiring.
Dive into loan applications, ensuring all info is accurate and completely clarified.
Process loans quickly while sticking to our underwriting guidelines.
Break down loan contracts to customers, making sure they know the ins and outs.
Spot opportunities to approve loans and offer credit limit increases qualifying customers.
Make marketing and informational calls to current customers informing them of how much they have available and other products available.
Reach out to past-due accounts with timely, professional, and courteous calls.
Log clear, concise notes with accurate promise dates in our system.
Calculate payments like a math wizard and answer questions about due dates, interest, and more.
Enter data into our system with precision and keep the office running smoothly.
Other Fun Stuff
Safeguard customer info like it's treasure.
Keep the drawers balances and all money is accounted for.
Open and close locations with your trusty key.
Keep the office sparkling clean and organized.
Step up to cover other locations when needed.
What You Bring to the team
High school diploma or GED-check!
One year of customer service experience to show off your people skills.
Comfortable with computers and basic office equipment.
Killer communication skills (English/Spanish bilingual is a bonus!).
Cash handling, lending, or collections experience? Even better!
Ready to work regular hours (with occasional overtime) and travel between locations.
Reliable transportation and a clean background check.
A passion for teamwork, Dollar Loan Center's Core Values, and crushing it with minimal supervision.
Why You'll Love It
This isn't just a job, it's a chance to make a difference, have fun, and grow with a team that's all about winning together. We work hard to provide a safe and clean environment for our customers, and you get to be part of that! We fill a need in the community and it is essential to those we help. We like to promote from within, offer opportunities to our hardest working and most dedicated staff and recognize rock stars! Ready to join the Dollar Loan Center crew? Submit your resume or fill out the application now!
All offers of employment at Dollar Loan Center are contingent upon clear results of a thorough background check. Background checks will be conducted on all final candidates and on all employees who are promoted, as deemed necessary.
Commercial Loan Documentation Specialist
Loan servicing specialist job in Freeport, IL
To see specific benefits offered by Foresight Financial Group, Inc. and its subsidiary banks, please visit the following link: Foresight Financial Group, Inc. - Career Centers.
Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee. Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve.
Position Summary:
Prepares final loan documents and processes loan files after closing to ensure documents are accurate and legally binding. This position is responsible for delivering accurate loan documents in a timely and efficient manner, uploading loans to the core and executing quality control checks of loan documents. Requires a thorough knowledge of lending function in order to gather data, prepare documents and reports and complete special projects as assigned.
Primary Responsibilities:
Prepare accurate loan documents for a variety of Commercial loans, ensuring all required pre-documentation, including verification of borrower identity, title work, appraisals and flood determinations has been completed, collateral support is in place, and proper approval has been granted.
Performs loan opening process which includes initial escrow calculations (if applicable).
Executes a quality control check of all required loan documents before the loan is booked and funded including reviewing title commitments and searches, checking for proper vesting, legal descriptions, dates, and signatures.
Process all new and renewed loans
Perform basic post-closing loan review, ensuring all required documents are properly signed, accurate and executable.
Uploads loan information from the loan origination software to the core system for all loan requests and is executed in a timely manner and within proper established controls.
Process loan documents and prepare tickets or wire transfers.
Pay fees, record/release mortgages, file UCC's, and place auto title liens as needed.
Prepare denial letters, ensuring second review of documentation
Provides indirect customer service by sharing knowledge and providing guidance and answers for a variety of basic questions to co-workers and other bank staff, referring inquiries to the appropriate department or person as necessary.
Ensures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations including Bank Secrecy Act and Anti Money Laundering to assist management in monitoring for suspicious activity, money laundering, or other illegal customer activity.
Completes other projects and duties as assigned by the manager.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Adaptability: Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Judgement
and Problem Solving: Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Teamwork: Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Supports everyone's efforts to succeed.
Technical: Knowledge of Jack Henry, AccuSystems, LaserPro, AdobePro. Knowledge of business and banking technology and moderate skill level in usage and promotion of such. Proficient in understanding the commercial loan documentation forms, content and processes. Advanced knowledge of policies, procedures and regulations. Basic knowledge of Microsoft Outlook, Word and Excel. Basic understanding of accounting principles.
Position Performance Standards:
Meets productivity and efficiency standards and accurately completes loan documentation requests by established deadlines.
Uploads loans to core and performs maintenance accurately and efficiently.
Maintains an acceptable level of loan documentation and loan servicing exceptions, within span of control.
Complete ‘as assigned' duties accurately and by designated deadlines.
Performance Weightings:
40% Competencies
60% Position Performance Standards and Personal Goals
Qualifications:
Associate Degree or HS diploma/equivalent and commiserate experience preferred. 2+ years' knowledge and experience in loan transactions, lending, loan operations and procedures preferred.
Physical Demands and Work Environment:
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.
Auto-ApplyCommercial Loan Documentation Specialist
Loan servicing specialist job in Freeport, IL
To see specific benefits offered by Foresight Financial Group, Inc. and its subsidiary banks, please visit the following link: Foresight Financial Group, Inc. - Career Centers.
Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee. Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve.
Position Summary:
Prepares final loan documents and processes loan files after closing to ensure documents are accurate and legally binding. This position is responsible for delivering accurate loan documents in a timely and efficient manner, uploading loans to the core and executing quality control checks of loan documents. Requires a thorough knowledge of lending function in order to gather data, prepare documents and reports and complete special projects as assigned.
Primary Responsibilities:
Prepare accurate loan documents for a variety of Commercial loans, ensuring all required pre-documentation, including verification of borrower identity, title work, appraisals and flood determinations has been completed, collateral support is in place, and proper approval has been granted.
Performs loan opening process which includes initial escrow calculations (if applicable).
Executes a quality control check of all required loan documents before the loan is booked and funded including reviewing title commitments and searches, checking for proper vesting, legal descriptions, dates, and signatures.
Process all new and renewed loans
Perform basic post-closing loan review, ensuring all required documents are properly signed, accurate and executable.
Uploads loan information from the loan origination software to the core system for all loan requests and is executed in a timely manner and within proper established controls.
Process loan documents and prepare tickets or wire transfers.
Pay fees, record/release mortgages, file UCC's, and place auto title liens as needed.
Prepare denial letters, ensuring second review of documentation
Provides indirect customer service by sharing knowledge and providing guidance and answers for a variety of basic questions to co-workers and other bank staff, referring inquiries to the appropriate department or person as necessary.
Ensures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations including Bank Secrecy Act and Anti Money Laundering to assist management in monitoring for suspicious activity, money laundering, or other illegal customer activity.
Completes other projects and duties as assigned by the manager.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Adaptability: Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Judgement
and Problem Solving: Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Teamwork: Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Supports everyone's efforts to succeed.
Technical: Knowledge of Jack Henry, AccuSystems, LaserPro, AdobePro. Knowledge of business and banking technology and moderate skill level in usage and promotion of such. Proficient in understanding the commercial loan documentation forms, content and processes. Advanced knowledge of policies, procedures and regulations. Basic knowledge of Microsoft Outlook, Word and Excel. Basic understanding of accounting principles.
Position Performance Standards:
Meets productivity and efficiency standards and accurately completes loan documentation requests by established deadlines.
Uploads loans to core and performs maintenance accurately and efficiently.
Maintains an acceptable level of loan documentation and loan servicing exceptions, within span of control.
Complete ‘as assigned' duties accurately and by designated deadlines.
Performance Weightings:
40% Competencies
60% Position Performance Standards and Personal Goals
Qualifications:
Associate Degree or HS diploma/equivalent and commiserate experience preferred. 2+ years' knowledge and experience in loan transactions, lending, loan operations and procedures preferred.
Physical Demands and Work Environment:
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.
Auto-ApplyCommercial Loan Documentation Specialist
Loan servicing specialist job in Freeport, IL
To see specific benefits offered by Foresight Financial Group, Inc. and its subsidiary banks, please visit the following link: Foresight Financial Group, Inc. - Career Centers.
Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee. Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve.
Position Summary:
Prepares final loan documents and processes loan files after closing to ensure documents are accurate and legally binding. This position is responsible for delivering accurate loan documents in a timely and efficient manner, uploading loans to the core and executing quality control checks of loan documents. Requires a thorough knowledge of lending function in order to gather data, prepare documents and reports and complete special projects as assigned.
Primary Responsibilities:
Prepare accurate loan documents for a variety of Commercial loans, ensuring all required pre-documentation, including verification of borrower identity, title work, appraisals and flood determinations has been completed, collateral support is in place, and proper approval has been granted.
Performs loan opening process which includes initial escrow calculations (if applicable).
Executes a quality control check of all required loan documents before the loan is booked and funded including reviewing title commitments and searches, checking for proper vesting, legal descriptions, dates, and signatures.
Process all new and renewed loans
Perform basic post-closing loan review, ensuring all required documents are properly signed, accurate and executable.
Uploads loan information from the loan origination software to the core system for all loan requests and is executed in a timely manner and within proper established controls.
Process loan documents and prepare tickets or wire transfers.
Pay fees, record/release mortgages, file UCC's, and place auto title liens as needed.
Prepare denial letters, ensuring second review of documentation
Provides indirect customer service by sharing knowledge and providing guidance and answers for a variety of basic questions to co-workers and other bank staff, referring inquiries to the appropriate department or person as necessary.
Ensures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations including Bank Secrecy Act and Anti Money Laundering to assist management in monitoring for suspicious activity, money laundering, or other illegal customer activity.
Completes other projects and duties as assigned by the manager.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Adaptability: Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Judgement
and Problem Solving: Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Teamwork: Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Supports everyone's efforts to succeed.
Technical: Knowledge of Jack Henry, AccuSystems, LaserPro, AdobePro. Knowledge of business and banking technology and moderate skill level in usage and promotion of such. Proficient in understanding the commercial loan documentation forms, content and processes. Advanced knowledge of policies, procedures and regulations. Basic knowledge of Microsoft Outlook, Word and Excel. Basic understanding of accounting principles.
Position Performance Standards:
Meets productivity and efficiency standards and accurately completes loan documentation requests by established deadlines.
Uploads loans to core and performs maintenance accurately and efficiently.
Maintains an acceptable level of loan documentation and loan servicing exceptions, within span of control.
Complete ‘as assigned' duties accurately and by designated deadlines.
Performance Weightings:
40% Competencies
60% Position Performance Standards and Personal Goals
Qualifications:
Associate Degree or HS diploma/equivalent and commiserate experience preferred. 2+ years' knowledge and experience in loan transactions, lending, loan operations and procedures preferred.
Physical Demands and Work Environment:
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.
Consumer Loan Specialist
Loan servicing specialist job in Madison, WI
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Southern Finance, Heights Finance, Covington Credit, Quick Credit, and First Heritage Credit. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
Kickstart your career with a $5,000 bonus - yours to earn!
We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 90 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us!
As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
Sales Mindset: Confidence in promoting products and services that meet customer needs.
Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
Adaptability: Willingness to learn new systems and processes in a dynamic environment.
Team Player: A collaborative spirit with a desire to contribute to team success.
Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 1613 Thierer Road, Madison, WI 53704
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $16.25 - $21.75
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , Heights Finance, Southern Finance, Covington Credit, Quick Credit, and First Heritage Credit) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyConsumer/Commercial Loan Processor - Stillman Valley
Loan servicing specialist job in Stillman Valley, IL
The Consumer/Commercial Loan Processor provides superior customer service through the timely and accurate packaging of commercial, consumer, and ag loan files. This position supports and communicates with lenders to promote efficient work flow and positive working relationships during the loan approval cycle.
PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES:
Provides administrative and operational support to lending personnel, and serves as a point of contact for customers during all stages of the loan approval process.
Orders, gathers and organizes all required supporting documentation needed to assemble a loan file in a consistent manner according to bank procedures.
Produces loan documents using current software, verifying the accuracy of the information contained within and assisting in identifying any inconsistencies with the information.
Works with system providers to utilize applications to the appropriate capacity; prepares for periodic updates to system software, and verifies that enhancements are functioning correctly.
Maintains current working knowledge of all bank loan policies and applicable regulations affecting the bank's credit practices.
Reviews loan documentation to ensure compliance with all applicable regulations and bank policies.
Maintains and tracks loan files to assure any pending or outstanding documents are addressed properly and in a timely manner.
Submits properly documented loan files to appropriate lenders.
Coordinates various projects under the guidance of the Chief Credit Officer to help advance departmental initiatives.
Produces reports as required including, but not limited to, monthly loan delinquency reporting and other information that is reviewed at a senior management or Board level.
Assists the Loss Mitigation department in meeting prescribed mortgage servicing requirements for our secondary market loans.
Provides ancillary support to the Loan Accounting area with the bank's monthly investor accounting activities related to our Freddie Mac portfolio.
Organizes periodic training activities for lenders and credit staff in order to improve performance and keep pace with industry changes.
Acts as a liaison between the processor group and loan review/credit quality in order to resolve issues, correct errors, or obtain missing documentation.
Prepares written correspondence to customers as required.
Performs post-closing functions, including processing loan advances and payments, and mailing paid notes, releases and titles on loans paid in full.
Prepares for the renewal cycle on existing loans nearing maturity.
Meets delivery deadlines and productivity targets.
Assists in the accurate collection and reporting of compliance data.
Maintains appropriate departmental files.
Protects the confidentiality of information that flows through the Credit Department.
Performs other duties and provides support in any manner requested.
Requirements
Education beyond high school is desired. Post-secondary degree in a business-related discipline is encouraged.
Relevant banking experience in a similar position is required.
High degree of organizational and multi-tasking ability.
Strong familiarity with loan documents and financial statements.
Strong computer software and data entry skills, particularly Excel and Word; the ability to quickly adapt to other specialized software applications and comfort using the internet as a research and working tool.
Strong basic math skills.
Strong communication abilities, both verbal and written.
Ability to work productively and independently, demonstrating strong analytical skills and attention to detail while needing limited supervisory overview.
Ability to recognize issues of significance and prioritize work.
ABOUT COMPENSATION AND BENEFITS:
We believe our employees are our greatest asset and deserve competitive pay and benefits. We regularly review our compensation and align our ranges with market data for our geography, industry, and institution size.
This is an hourly, non-exempt position with an expected pay range of $19.00 - $26.00. This is a best estimate of the pay range, but the hourly rate may be higher for candidates with direct experience in a loan processing role.
Paid time off is available up front, including paid vacation time, paid flex (personal) time, paid volunteer time off, and 11 paid holidays.
We partner with Blue Cross Blue Shield of Illinois to offer 2 health plans, dental insurance, and vision insurance.
The bank pays for short-term disability, long-term disability, and life insurance on your behalf. You can purchase additional life insurance for yourself, a spouse, or dependents at a group rate.
Discretionary 401k match and profit-sharing contributions are made on your behalf once you have met the eligibility requirements.
PHYSICAL REQUIREMENTS:
Typical office environment. Requires the ability to operate numerous types of office equipment such as computers, keyboards, printers, scanners, fax machines, copiers, calculators and telephones. Primarily a sedentary position with occasional standing, walking, lifting, carrying bending, kneeling, stretching and stooping required. Requires the ability to spend significant time reading paper documents and computer screens.
GENERAL NOTICE:
This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.
This position description does not constitute an employment agreement between the Bank and employee and is subject to change by the employer as the needs of the Bank and requirements of the position change.
Salary Description $19 - $26 per hour
Residential Loan Processor
Loan servicing specialist job in Juda, WI
Location: Juda, WI Hours: Monday-Friday 8:00 am-4:30 pm Job Summary: Department: As a Loan Processor, with residential and HELOC emphasis, responsible for preparing complete loan documentation and system support work for new and renewed loans, including but not limited to, record data input, maintenance to various systems, monitoring accuracy of loan reports, preparation of loan documentation, filing and perfection of the Bank's collateral. To have a strong understanding of the Bank's core loan system, loan documentation software, and other supporting systems, such as the Bank's tickler tracking software, flood certification website, Credit Bureau provider, WDFI's UCC name/lien searches, etc. Must be able to respond to customer inquiries regarding loan balances, payoffs, payments, and requirements of loan(s). Provide administrative support for lenders and ensure follow-up of incomplete loan file items is completed. Responsible for balancing general ledger, managing flow of documentation, and completing all required secondary market loan reports to investors for the Bank. Perform other tasks as assigned by supervisor, and senior management, regardless of job title or routine job duties. Duties and responsibilities may be added, removed, or changed at any time at the discretion of management, formally or informally, verbally or in writing.
Supervisory Responsibilities: None.
Duties/Responsibilities:
1. Loan Support Responsibilities:a. Establish and process new loans and renewals on the Bank's core system.
b. Complete data entries for loan advances, payments, inquiries and input changes such as address, name, etc.
c. Prepare and send loan deferments as assigned and requested by lenders.
d. Prepare and send denials as assigned and requested by lenders.
e. Complete and update as requested Credit Bureaus, identification validations, and other status reports with respective agencies, etc.
f. Respond and assist customers with loan payments, validating loan balances and payoff amounts.
g. Primary Loan Processor working with secondary market loans (sold and serviced) to ensure Bank documentation complies with delivery requirements; and
h. Miscellaneous support and follow-up duties relating to this area i.e., follow-up letters or calls, collection of data, and general system support.
2. Loan Administration Responsibilities:
a. Prepare customer loan renewals when needed, which includes validating terms with lender, preparing renewal documents, validating payment history, updating loan file information (pulling and filing documents as needed) and completing the renewal work on the Bank's core loan system.
b. Prepare loan documentation for lenders, as assigned. Reviews new/existing loan documentation for accuracy and file completeness before loan is closed. This may include, yet is not limited to, insuring appraisal with review is on file, flood search has no flood issues, title work is on hand and areas of follow-up are noted, proof of collateral insurance is on hand, DFI name matches, UCC lien search is acceptable, OFAC completed, etc.
c. Set up loan files, forward documentation for proper perfection of the Bank's lien(s), and set-up ticklers within the Bank's tickler tracking software and prepare loan files as far as possible before adding them to the incomplete status report.
d. Assist and perform general administrative duties for lenders, including but not limited to, correspondence, title company follow-up for final title, tracking loan deferments, answering customer questions, etc.
e. Assist in imaging of loan files.
f. Provide assistance to Loan Operations Manager in the monitoring and tracking of all outstanding items for area of emphasis within the Bank's tickler tracking software, which includes but is not limited to, customers' final title policies, recording documents & releases, insurance, etc.
g. Routine follow-up on missing loan file items, filing of loan documentation, and general file correspondence.
3. Support and assist in the follow-up of all incomplete loan file work for the Bank's residential, HELOC, and retail loan customers via tracking and monitoring of items for the completion of each loan file:
a. respective real estate related documents.
b. obtain initial required insurance needed, per Bank's blanket carrier.
c. assist in tracking delinquent real estate taxes, if assigned.
d. final title insurance policies and letter reports.
e. OFAC check when customer is new to the Bank.
f. other needed areas of tracking, as assigned, for the Bank.
4. Generate and complete the Bank's daily remittance and monthly reporting for secondary market loan programs. Accountable for insuring accuracy and completion of all required secondary market loan reports, which includes but is not limited to Freddie Mac, Fannie Mae, FHLB, and Rural Housing programs. Upon movement of a loan to collections, work with Loan Operations Manager for additional reporting that may be needed.
5. Loan Processor is responsible for working with the Bank's HMDA and/or Compliance Officer for providing accurate information for the quarterly tracking report and annual required HMDA submission to the government.
6. General administrative support work is a major part of this position and includes letter coordination; routine filing of loan documents and correspondence; follow-up phone calls on missing support documents; and other duties as assigned.
7. When appropriate and opportunity arise, sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business.
8. Treat all customer inquiries, questions, complaints with respect and follow through. Maintain the Bank's goal to be accessible to the customer and always provide premium service.
9. Prepare own routine correspondence by use of computer network system and software programs available.
10. All work completed for the Bank both in the loan operations area, and other areas of the Bank, will follow established policies and operating procedures, which are consistent with the Bank's overall policies and operating objectives.
11. Continue to develop and enhance individual banking skills through in-house training, online training, trade association seminars/classes, and/or reading industry periodicals.
12. Cross train for back-up and keep supervisor informed of own needs for training.
13. Be a team player. Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, co-workers and manager.
14. Maintain a high level of ethical behavior within the banking profession.
15. Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA).
16. Undertakes special projects and duties as assigned.
Required Skills/Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
2. Ability to prepare reports based on direction, general business correspondence, and daily task procedures, as assigned.
3. Ability to effectively verbalize ideas and respond to questions from a group of peers, customers, other staff members, and the public.
4. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
5. Ability to complete rate disclosures, ratios, and percentages and to create and interpret statistical information and graphs.
6. Ability to solve practical problems and deal with a variety of concrete variables and situations where only in most cases standardization exists.
7. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
8. 10-key calculator preferred, keyboarding, strong knowledge of personal computer and wide array of software applications, working knowledge of LAN/WAN, cheerful demeanor, and cross selling abilities.
Education and Experience:
Relevant 4-year college or 2-year degree from technical college with work experience; or five years or more related experience and/or training and high school diploma or general education degree (GED); or equivalent combination of education and experience.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of those jobs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee must regularly sit for prolonged periods of the workday; use their hands and fingers; reach with hands and arms; talk plainly and hear accurately. The employee is required to walk to other areas of the building. The employee is occasionally required to stand; reach with hands and arms; climb and balance; and stoop, kneel, and crouch. The employee may need to lift and/or move up to 25 pounds on occasion. Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus.
Travel requirements: None
BNG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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