IRA Transaction Specialist
Loan servicing specialist job in Milwaukee, WI
About The Role: We are seeking a detail-oriented and client-focused IRA Transaction Specialist to join our team. In this role, you will deliver exceptional service to internal and external clients while upholding Baird's culture, mission, and values. Responsibilities include ensuring compliance with regulations and firm policies, resolving client inquiries, processing retail and IRA/qualified plan account transactions, and contributing to process improvements. You may also assist with training and collaborate on complex issues.
The Impact You'll Make:
* Provide high value service to internal and external clients in an environment that promotes Baird's culture and the Operations mission and values statement.
* Ensure adherence to regulations, Baird policies, and department procedures and policies.
* Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests including the ability to analyze and resolve client inquiries in a timely manner.
* Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
* Understand and apply Regulation T, margin rules and IRS rules and regulations.
* Process work pertaining to Retail and/or IRA/Qualified Plan accounts.
* May be called upon to train other associates as needed and partner with Senior Specialists on more complex client/account issues.
* Perform other duties as required.
What You'll Bring To Baird:
* Bachelor's degree preferred and/or 2+ years of experience in a financial services operations role is a plus. Prior customer service experience and banking experience preferred.
* SIE and Series 99 within 120 days of hire as role processes cash or security movements.
* Proficiency and experience with Microsoft Office (Word, Excel, Outlook).
* Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results.
* Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
* Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting.
* Passion for providing high-value client service.
* Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.
* Proven reliability in performance.
#LI-CM1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Transaction Specialist - Industrial
Loan servicing specialist job in Milwaukee, WI
Job ID 227040 Posted 27-Jun-2025 Role type Full-time Areas of Interest Transaction Management CBRE is using this platform to provide general information to individuals who want to learn more about a career at CBRE. If an opportunity opens that matches your qualifications, we will reach out to you at that time. We are growing a world-class organization with a world-class team and appreciate your interest in CBRE. We welcome you to explore our Careers (**************************************** page and apply directly to any positions that interest you. We will not consider the submission of resumes on this platform as an expression of interest in any posted position at CBRE.
**About the role:**
As a CBRE Transaction Specialist you will provide broad tactical and operational support to a team of transaction management professionals assigned to a corporate client account team. Assist with the transaction management team's ongoing performance of multi-market transaction assignments.
This position is part of the Brokerage job family. Brokers are responsible for the buying, selling, and leasing of industrial, office, retail, and other commercial properties on behalf of clients for occupation.
**What you'll do:**
+ Support the Corporate Real Estate (CRE) team with any documentation related to the transaction process flow, such as lease and own acquisitions, dispositions, estoppel certificates, subordination, non-disturbance, and attornment (SNDA) documents, and notices to exercise lease options, among additional items.
+ Track and report upcoming lease expirations and other critical dates.
+ Facilitate commission invoicing and tracking.
+ Provide oversight of project file (hard copy and database) maintenance to ensure all required documentation is included in the file or database.
+ Prepare, assemble, coordinate, and complete closing procedures of approval packages for lease and own acquisitions, dispositions, estoppel certificates, and SNDAs in accordance with Client's policies and procedures.
+ Submit, track, and follow up on customer survey and update log.
+ Gather and coordinate real estate market data, so that Transaction Manager understands the conditions of the market area.
+ Review and verify monthly accounting variance reports and assists in preparation of client reporting.
+ Prepare and track correspondence for broker engagements and commission collection.
+ Assist with resolution of landlord-tenant issues.
+ Other duties may be assigned.
**What You'll Need:**
_To perform this job successfully, an individual will need to perform each crucial 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 essential functions._
+ Bachelor's Degree with 2-4 years of job-related experience preferred.
+ A comprehensive understanding of a range of processes, procedures, systems, and concepts within own job function is required.
+ Ability to evaluate and communicates unusual and/or complex content in a concise and logical way.
+ In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
+ Advanced organizational skills with an inquisitive mindset.
+ Advanced math skills. Ability to calculate advanced figures such as percentages, discounts, and markups.
+ Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.
**Why CBRE?**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Team Uniform Processor - Full & Part Time
Loan servicing specialist job in Brookfield, WI
Join a FAST-paced, high-ENERGY team BUILD & ASSESS amazing, high-quality team uniforms Assure QUALITY of each uniform we build construction PREPARE uniforms for delivery Have FUN while making money
Stefans Soccer is looking for a enthusiastic Team Uniform Processor to join our fast-paced and high-energy team. In this position you will be responsible for building and assessing amazing, high-quality team uniforms. You may be responsible for printing uniforms, assuring the quality of each uniform, and/or preparing uniforms for delivery. We are looking for someone who takes pride in their work and wants to have fun while making money.
No experience necessary, paid training. We will figure out what best suits you! Extraordinary Attention to detail - must have the patience, acumen and determination to work with many details at the same time
Requirements
Able to work under pressure in a fast-paced environment
Team player - works well in a group environment
Able to lift boxes up to 30 pounds
Able to stand for long periods of time
Responsibilities
Accountability - Ability to accept responsibility and account for his/her actions
Communication, Oral-Ability to communicate effectively with others using the spoken word
Honesty/Integrity - Ability to be truthful, maintain high level of confidentiality and be seen as credible in the workplace
Time Management - Ability to utilize the available time to organize and complete work within given deadlines
Compensation & Benefits
Wage ranges:
Full-time:
Part-time:
Full-time employees will receive:
Company-contributed health insurance, dental and vision
401K program with generous company match
Paid Personal Time Off and Holidays
All employees will receive
Great work environment with a high energy team in a family business and exciting industry
No experience necessary, paid training
Quick opportunities for raises as experience, reliability and job performance dictates
Employee discount at our retail stores
Auto-ApplyLoan Documentation and Verification Specialist
Loan servicing specialist job in Brookfield, WI
The Loan Documentation & Verification Specialist plays a critical role in streamlining the mortgage process by managing the ordering and review of essential third-party services and documentation verifications. As part of a newly formed centralized task team, this position supports branch operations by handling high-volume, redundant tasks and collaborating with AI-based tools to ensure data integrity and efficiency.
This role allows loan processors to shift their focus to file readiness and guideline adherence, reducing underwriting touches and accelerating closing timelines. The ideal candidate is detail-oriented, process-driven, and comfortable with technology-driven environments.
Key Responsibilities:
Review loan application and product information to determine appropriate verification needs
Order and track IRS Tax Transcripts based on borrower income type and loan product
Order Verbal Verifications of Employment (VVOEs), income/employment work orders, and follow up as needed
Manage ordering of appraisals, title insurance, and homeowners insurance (as phased into workflow)
Utilize AI technology to identify discrepancies between borrower-provided documentation and third-party verifications
Maintain real-time task dashboards and communicate status updates to processors and branch teams
Escalate documentation inconsistencies or delays to appropriate team members
Coordinate with underwriting and compliance teams to ensure all required documentation is complete before submission
Participate in testing and implementation of AI tools that support the task workflow
Qualifications:
1+ years of mortgage operations experience, ideally in processing, disclosures, or post-closing
Working knowledge of loan documentation types and verification processes
Familiarity with Encompass and automated processing tools preferred
High attention to detail and organizational skills
Adaptability to evolving technology and willingness to learn AI-supported processes
Strong communication and time-management skills
Future Potential:
This position is designed with scalability in mind. As Novus integrates AI into more aspects of the mortgage lifecycle, the role may evolve into one that monitors AI execution, handles exceptions, and supports further automation of manual tasks.
This position is available as a Remote or Onsite position. Qualified candidates who live within commuting distance to the Brookfield office will be considered for the Onsite role. Qualified candidates who live outside a commuting distance will be considered for the Remote role.
Pay range for this position is $24.00 - $28.00 per hour.
Consumer 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.
Mortgage Servicing Specialist
Loan servicing specialist job in Racine, WI
The Mortgage Servicing Specialist position is accountable for providing the highest level of customer service to internal and external customers with operational integrity. Responsible for owning and facilitating the customer experience and loan transactional requirements once loans have closed, have been boarded to our core system and through the life of the loan. Performing both routine and complex duties demonstrating expertise in Federal and State Regulatory requirements, Investor directives and Johnson Financial Group priorities.
Hybrid work schedule
KEY RESPONSIBILITIES
Position Specific Responsibilities
Responsible for providing exceptional customer service to all internal and external customers, building trust through listening, and resolving customer-related issues with a favorable outcome.
Acts as the contact for all internal JFG departments, facilitating questions and requests ensuring expeditious answers and exceptional service experiences.
Performs mortgage loan transactional requirements including: balloon renewal management, processing mortgage payments and payoffs, preparing mortgage payoff statements, mortgage satisfactions and amendments, and recording mortgage documents.
Responsible for real estate tax administration, including annual disbursements, annual escrow analysis, delinquent tax searches and maintenance of EDO data.
Responsible for Hazard and flood insurance monitoring, including payment of premiums and management of force-placed insurance coverage.
Responsible for PMI administration including certificate maintenance, payment of premiums and management of borrower requested cancellations and automatic terminations per the Home-Owner's Protection Act.
Responsible for FIS system maintenance of loan payments made via ACH.
Performs daily review and processing of various loan level reports to ensure unapplied funds and non-post items are credited to the loans timely and accurately.
Prepares partial release documentation and analysis for management review and approval.
Research outstanding items on various loan GL's and DDA's and clear within appropriate timeframes.
Assists with administration of new construction loans as needed (i.e., auditing closed loan files, funding/draws, escrow repair accounts, conversions, interest rate modifications, ordering appraisals, preparation of documents, communicating with customers on status of construction process).
Identify potential prospects for customer convenience opportunities (i.e., APO, EDO).
Job Requirements - Education, Knowledge and Skills
Ability to handle multiple tasks, while meeting deadlines and maintaining quality levels. Demonstrates flexibility in responding to changes in assignment and job responsibility in a dynamic, fast-paced environment.
Ability to consistently demonstrate high quality decision making, keen problem solving and analytical skills. Requires strong attention to detail and a high level of accuracy.
Possesses a positive telephone presence ensuring a pleasant client interaction.
Possesses strong written and oral communication skills.
Knowledge of Freddie Mac and/or Fannie Mae servicing guidelines preferred.
Strong working knowledge of the loan servicing platforms preferred.
Strong PC skills required including working knowledge of Microsoft Office Word and Excel.
Minimum High School Diploma or equivalent. Advanced education/certification preferred.
Mortgage Industry experience preferred.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
Auto-ApplyMortgage Loan Servicing Representative - To 50K - Milwaukee, WI - Job 3583
Loan servicing specialist job in Milwaukee, WI
Mortgage Loan Servicing Representative - To $50K - Milwaukee, WI - Job # 3583Who We Are
The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The PositionOur community bank client is seeking to fill a Mortgage Loan Servicing Representative role in the Milwaukee, WI market. The successful candidate will be Responsible for escrow and loan servicing tasks, responding to internal and external customer inquiries related to mortgage and consumer loans, providing high-quality customer service and supporting insurance and investor servicing functions as needed.The position includes a generous salary of up to $50K plus incentives and an excellent benefits program. (This is not a remote position)
Mortgage Loan Servicing Representative responsibilities include:
Escrow management for the Mortgage and Consumer Loan Portfolio:
Establish and maintain escrow accounts within the bank's core system.
Perform escrow analyses and ensure timely disbursement of property taxes.
Track and address delinquent property taxes.
PMI Administration:
Activate, disburse, and close PMI.
Regulatory and Policy Compliance:
Ability to adhere to all regulations, investor requirements, and internal policies.
Investor Servicing Support:
Assist in the management of investor servicing portfolios, including:
Monitoring and maintaining Freddie Mac and FHLB portfolios and associated payment activity.
Remitting payments, payoffs, and other transactions to the secondary market, and resolving any edit requests.
Performing a variety of investor servicing functions as needed to support ongoing operations.
Compiling and forwarding audit documentation in accordance with investor requirements.
Executing monthly investor accounting cycles and processing related invoices.
Reviewing and working investor-related reports to maintain up-to-date and accurate data.
Staying current on investor servicing guidelines and reporting obligations.
Perform A+ Warehouse lending responsibilities as needed.
Insurance Monitoring:
Monitor, disburse, and scan hazard and homeowners insurance documentation.
Establish force-placed flood insurance coverage in compliance with regulatory guidelines.
Reporting and Reconciliation:
Reconcile internal investor and ledger accounts.
Review various reports to identify and resolve exceptions, errors, and out-of-balance items.
Loan Servicing Support:
Verify year-end loan documentation and work internal loan reports.
Perform servicing tasks such as:
Credit references and mortgage verifications.
Generating and applying payoff requests (via check or wire).
File maintenance and construction draw processing.
Responding to customer inquiries and servicing requests.
Provide excellent internal and external customer service.
Any other duties as assigned.
Who Are You?
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
High School diploma or equivalent required.
Six months to two years related experience and/or training; or equivalent combination of education and experience.
Experience with Jack Henry SilverLake a plus.
Strong problem-solving and critical thinking skills.
Self-starter, inquisitive, decisive, and accountable.
Ability to prioritize and organize workflow, complete simultaneous projects by required deadlines.
Regular, dependable attendance and flexibility in schedule when required.
Professionalism in written and verbal communication, demeanor, and appearance; able to interact positively with coworkers and customers.
Strong analytical skills, numerical aptitude, and ability to plan ahead and solve problems.
High attention to detail and a strong commitment to accuracy.
Demonstrates teamwork and initiative to support branch or department success.
Take the initiative to learn and share industry knowledge.
Accept and deliver constructive criticism with tact and respect. Ability to retain knowledge gained from corrections or errors.Handles confidential conversations and information in a professional and ethical manner, in line with bank policies.
The next step is yours. Email us your current resume along with the position you are considering to:
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Auto-ApplyRecords Processor
Loan servicing specialist job in Milwaukee, WI
For a description, see file at: ************ alverno. edu/files/galleries/Records_Processor-0001.
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Loan Review Consultant II
Loan servicing specialist job in Milwaukee, WI
At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities
This position has the opportunity to be remote, hybrid, or in person anywhere in the state of IL or the state of WI. About 10-20% travel to client locations in IL and WI is required. The position is part-time, with variable hours during the team's busy season and limited hours during the team's off season.
Responsibilities:
+ Review sample of commercial loans to ensure acceptable credit standards are maintained and loans conform to established company policy and applicable regulatory requirements.
+ Examine credit risks within loan portfolios and the appropriateness of risk grades for the loans reviewed.
+ Review documentation relating to originations and renewals, appraisals, collateral, insurance, flood certification(s) etc.
+ Document compliance with loan policies, lending procedures and applicable regulations.
+ Document observations and variations and discuss with the client.
+ Use relevant experience and research skills to think beyond the policy/procedures and assist clients on complex issue or ideas that benefit the client.
+ Apply lending/credit policy, product and loan guidelines, and a high level of judgment, in assessing applicant's credit worthiness.
+ Conduct activities consistent with established banking policies, procedures and systems, Bank Secrecy Act and all applicable State and Federal laws and regulations.
Knowledge, Skills and Abilities
Qualifications:
+ Bachelor's degree in Finance, Accounting, or related field.
+ 5+ years of experience in credit underwriting, portfolio management, commercial lending, regulatory review, and/or loan review; preferred candidates will have 10+ years of experience.
+ Preferred candidates will have experience with loan workouts or distresssed credits
+ Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and required documentation.
+ Exceptional understanding of regulatory policies and financial risk management.
+ Knowledge of the latest financial regulations and compliance standards.
+ Ability to effectively identify and communicate to management any weaknesses in loan administration or other matters requiring attention.
+ Strong analytical skills and proficiency in financial modeling; experience with loan review systems preferred.
+ Proactive nature and ability to think outside the box.
+ About 10-20% travel to client locations in IL and WI
Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (***************************************** page to connect!
#LI-hybrid #LI-CS1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* .
Job LocationsUS-WI-Milwaukee | US-WI-Madison | US-WI-Eau Claire | US-WI-La Crosse | US-WI-Wausau | US-WI-Green Bay, WI
Job ID 2025-7565
Category Risk Advisory Services
Remote No
Mortgage Processor / Residential Loan Specialist
Loan servicing specialist job in Brookfield, WI
Career Opportunity for Experienced Mortgage Processor / Residential Loan Specialist with an award-winning bank recognized as a Top Workplace! If you have Mortgage Processing or Closing experience and are excited to join a great team in Brookfield, WI and make a positive impact on the community, this could be your next opportunity!
Position Summary:
• Opens mortgage loan files received from Loan Officers, including ordering appraisals, credit reports, employment verification, surveys, and title commitments.
• Monitors and completes a variety of documents to ensure accurate, compliant loan files.
• Communicates regularly with loan originators, real estate agents, and borrowers throughout the underwriting process to update on loan status.
• Provides quality customer service to clients, realtors, correspondents, loan officers, and all other bank personnel.
• Tracks loans in process to ensure file status and deadlines are strictly adhered to.
• Reviews all closing documents prior to closing to confirm accuracy, completeness, and compliance with federal regulations and requirements (FHLMA, FNMA, WHEDA, FHA, VA, private insurance, etc.).
• Assists closing agents and attorneys during a loan closing, explaining documents, answering questions, and resolving concerns as necessary.
Qualifications:
• Mortgage processing or closing and documentation experience required.
• Experience with WHEDA loans and CRA lenders a plus or willing to learn
• Bilingual Spanish / English a plus for communicating with Spanish-speaking customers.
This is an on-site position in Brookfield working 8:30am-5:00pm Monday-Friday.
#TalrooSourcepoint
Commercial Loan Coordinator
Loan servicing specialist job in Brookfield, WI
Join the winning team at First Business Bank as the Commercial Loan Coordinator (Hybrid)! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW
This role allows for 2 days remote per week; therefore, a local candidate is required.
The Commercial Loan Coordinator is a key contributor in servicing the overall commercial loan portfolio and supports multiple Bankers in a timely, accurate and concise manner to ensure client deadlines for commercial loans are met. An expeditor who can effectively multi-task to achieve multiple, various, moving deadlines, the incumbent understands both the renewal process and clearing exceptions.
Specifically, as the Commercial Loan Coordinator you will
Loan Coordination (New, Renewal, Modification of Terms) (40%):
* Professional support teamed with multiple Loan Officers within a Region or cross Regionally.
* Uses Bank's loan origination system to start/route new, renewal and modification of terms applications for decisioning and documentation.
* Post approval and prepare, own, or supplement loan closing checklist of items needed, quickly reviews checklist items for accuracy when received from others and is capable of handling unanticipated changes.
Transactions (20%):
* Daily for coordination of commercial loan payments and loan draws to both ensure clean handoff to Loan Operations in accordance with Bank procedures and positive client experience.
* Supports the processing of monthly automatic loan draws for interest payments due in accordance with agreements already documented with clients to ensure timely, clean handoff to Loan Operations.
* Engages external loan participation partners via email, securely, for transactions using a predetermined template and formula or assists.
Exceptions (30%)
* Meets monthly with Loan Officer(s) to review file information needed at a minimum monthly:
* Request financial information needed to maintain compliance, via client portal or e-mail, securely.
* With knowledge of loan policy makes recommendations and prepares memos to waive or change reporting frequencies with approval from others.
Correspondence and Specialty Servicing (10%)
The successful candidate should have:
* Commercial loan documentation and servicing experience is required
* 5+ years of total banking experience required
* Ability to work independently and use independent judgment with minimal supervision
* Ability to handle pressure of meeting deadlines
Auto-ApplyMortgage Processor / Residential Loan Specialist
Loan servicing specialist job in Brookfield, WI
Job DescriptionCareer Opportunity for Experienced Mortgage Processor / Residential Loan Specialist with an award-winning bank recognized as a Top Workplace! If you have Mortgage Processing or Closing experience and are excited to join a great team in Brookfield, WI and make a positive impact on the community, this could be your next opportunity!
Position Summary:
• Opens mortgage loan files received from Loan Officers, including ordering appraisals, credit reports, employment verification, surveys, and title commitments.
• Monitors and completes a variety of documents to ensure accurate, compliant loan files.
• Communicates regularly with loan originators, real estate agents, and borrowers throughout the underwriting process to update on loan status.
• Provides quality customer service to clients, realtors, correspondents, loan officers, and all other bank personnel.
• Tracks loans in process to ensure file status and deadlines are strictly adhered to.
• Reviews all closing documents prior to closing to confirm accuracy, completeness, and compliance with federal regulations and requirements (FHLMA, FNMA, WHEDA, FHA, VA, private insurance, etc.).
• Assists closing agents and attorneys during a loan closing, explaining documents, answering questions, and resolving concerns as necessary.
Qualifications:
• Mortgage processing or closing and documentation experience required.
• Experience with WHEDA loans and CRA lenders a plus or willing to learn
• Bilingual Spanish / English a plus for communicating with Spanish-speaking customers.
This is an on-site position in Brookfield working 8:30am-5:00pm Monday-Friday.
#TalrooSourcepoint
Store Processor
Loan servicing specialist job in Zion, IL
Key Responsibilities * Sort, tag, and price merchandise according to established guidelines * Track and report production numbers in assigned locations * Move processed merchandise to sales floor for display or to designated shipping locations * Maintain clean work and storage spaces
* Meet daily production goals for merchandise processing and store stocking
What You'll Need to Succeed
Required Qualifications
* High School Diploma or currently pursuing
* Strong English communication skills for team interactions
* Basic computer skills and ability to learn new systems
* Basic math skills
* Ability to work a flexible schedule including weekends and evenings
* Professional appearance and adherence to dress code
* Must pass pre-employment background check
* Reliable and team-oriented mindset
Physical Requirements
* Ability to regularly lift and move up to 25 pounds - regularly or occasionally
* Capability to stand for extended periods
* Ability to walk, climb, balance, stoop, kneel, and crouch as needed
* Specific vision abilities including close vision, distance vision, and ability to adjust focus
Training and Development
* Comprehensive systems training provided
* Expected proficiency within 3 months
* Ongoing professional development opportunities
What Success Looks Like
* Meeting daily production goals
* Accurate processing and pricing of merchandise
* Clean and organized work environment
* Strong team collaboration
* Reliable attendance and punctuality
The Salvation Army is an equal opportunity employer. Candidates who are back-to-work, US Veterans, people with disabilities, people who have been impacted by the justice system, and/or people without a college degree are encouraged to apply.
Store Processor - The Salvation Army Thrift Store
About The Salvation Army
The Salvation Army is an international movement and part of the universal Christian church. Our mission is to preach the gospel of Jesus Christ and meet human needs in His name without discrimination. Our thrift stores play a vital role in funding our community services and providing affordable shopping options to our neighbors.
Pay Rate: $15.00 per hour
Status: Part-time - up to 28 hours per week
About the Role
Join our team as a Store Processor where you'll play a crucial role in processing and preparing donated goods for sale in our thrift stores. This position combines warehouse operations, merchandising, and mission-driven work to support The Salvation Army's community programs.
Auto-ApplyRetail Loan Processor
Loan servicing specialist job in Waukesha, WI
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
Commercial Loan Processor
Loan servicing specialist job in Hartford, WI
Job Description
We Exceed Expectations, Every Customer, Every Time
. We treat our customers like friends and family. We value the contribution of our team members and believe your energy and passion for serving our customers sets us apart!
We currently have an opening for a Commercial Loan Processor to join our team in our HARTFORD, WI location. This position is ON-SITE in Hartford, Wisconsin. This is not hybrid or remote work.
ONSITE Hours of work are Monday - Friday 8:15 am - 5:00 pm, overtime as needed.
As a Commercial Loan Processor, you are responsible for managing the end-to-end processing of commercial loans. This includes preparing and reviewing loan documentation, coordinating with internal and external stakeholders, ensuring compliance with regulatory requirements, and maintaining accurate records throughout the loan lifecycle.
Key Responsibilities:
Prepare and review loan documents for new, renewed, and modified commercial loans.
Ensure all documentation complies with loan approval terms, bank policies, and regulatory requirements.
Responsible for complex and high-value commercial loan documentation such as SBA loans, stand-by letters of credit and loan participations bought and sold.
Review entity documentation to verify legal name, structure, and signatory authority.
Perform all required booking and follow-up reporting of loan documentation.
Maintain accurate and current loan records throughout the loan lifecycle.
Complete loan files, calculate and apply interest, and accurately record payments.
Apply interest payments, flooring, and maintenance for all dealer floor plans.
Prepare for loan closing by ordering the appropriate documentation, to include, but not limited to Real estate appraisal or evaluation, title work, UCC filing, flood certificate.
Provide assistance with maintaining SBA reporting.
Communicate with loan officers, underwriters, and borrowers to ensure timely and accurate processing.
Perform UCC filings, continuations, and terminations.
Follow up on documentation exceptions for commercial loans, such as obtaining final loan policies and recorded documents.
Perform post-closing audit of commercial and agricultural loans.
Process paid loan files.
Respond to inquiries and resolve documentation issues in a timely and professional manner.
Scan and index loan documents using digital imaging software.
Advise and support loan officers to ensure that loans are documented per the terms of the Credit Presentation.
Communicate with participant banks in the processing of loan booking, loan advances and payments.
Education & Experience:
High School diploma or equivalent required; Associate or Bachelor's degree in Business, Finance, or related field strongly preferred.
Minimum of 2 years' experience in commercial loan processing role required.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams).
Familiarity with document management systems and banking software.
Qualified candidates will have the following skills and abilities:
Maintain confidentiality and uphold ethical standards.
Strong attention to detail and organizational skills.
Excellent written and verbal communication.
Ability to multitask and prioritize in a dynamic environment.
Problem-solving and decision-making capabilities.
Team-oriented with a customer-first mindset.
Demonstrate efficiency and organization in managing multiple transaction details under tight deadlines.
Ability to work with minimal supervision.
Benefits of Choosing to work at Forte Bank
:
Competitive Pay
Very Generous PTO plan, PTO at 30 days!
401(k) with company match up to 4% (immediate vesting!)
Profit sharing
Employee Stock Ownership Program
Health, Dental, Vision, Life
Employee Celebrations and events
Logo Apparel
Check out our website ******************* or our Facebook page to learn more about our AMAZING organization and culture!
Forte Bank is an Equal Opportunity Employer
Sr. Consumer Loan Specialist - Sales Customer Service
Loan servicing specialist job in West Allis, WI
Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $38,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually! We are also offering a $2,500 Sign On Bonus + $500 after 90 days with a satisfactory rating! In addition, we offer amazing benefits and perks, including health, dental, and vision insurance with employer contribution as well as paid time off (PTO), paid holidays, a 401(k) plan with company match after one year, regular bonuses, and short and long-term disability. If this sounds like the right opportunity in the financial services industry for you, apply today!
As a Sr. Consumer Loan Specialist, you will be a key team member in the branch. Your primary responsibility is to ensure a positive total customer experience while originating consumer loans, completing loan applications, developing strong customer relationships and meeting sales goals. You will also assist the Branch Manager with daily operational tasks and set and be a role model to other team members. The successful candidate will posses a professional demeanor, outgoing/positive attitude, reliability, and excellent oral and written communication skills.
ABOUT REPUBLIC FINANCE
We have helped our customers meet their personal finance goals for more than 70 years by providing a variety of consumer loans, flexible lending options, and incomparable customer service. We are proud to serve over 300,000 customers in more than 250 communities throughout the US, and we continue to expand into new states each year! Our Core Values are at the heart of everything we do with a focus on Our Team, Our Customers, and Our Performance. With a commitment to our customers, we identify lending options that fit each of their unique needs. Not only are we dedicated to serving our customers, but we are also dedicated to giving back to our communities. Company-wide, we participate in various philanthropic efforts such as volunteer opportunities, food drives and back to school drives as well as an annual fund raiser for St. Jude Children's Research Hospital.
Our growing company offers a bright future for our employees. We work to provide a clear career path and many growth opportunities for all of our team members. Our supportive culture is one where we all work together to continuously improve and reach our goals. We show our appreciation for our employees by offering great benefits and competitive pay and by rewarding performance.
Job responsibilities are as follows:
* Actively seeks opportunities to originate new loan business with new and existing customers.
* Evaluates customer needs to recommend the best consumer loan and voluntary product solutions.
* Completes loan applications, proposals and offers for new borrowers and follows up with pending applicants.
* Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing.
* Take ownership of customer concerns and works with management to formulate and execute strategies for potential problem loans.
* Closes loans, assembles loan folders, and breaks down files.
* Consistently meets or exceeds loan goals.
* Responsible for day-to-day servicing of an ever-growing, complex consumer loan portfolio.
* Applies analytical skills to quickly and efficiently resolve any customer issues.
* Effectively builds trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, including core values, company policies, operational procedures and compliance.
* Processes insurance claims, follow-ups and payments daily and maintains insurance log.
* Provides excellent customer care through daily transactions, customer inquiries and problem resolution.
* Adheres to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
* Answers incoming phone calls; checks branch's voicemail.
* Assists Branch Manager with miscellaneous operational tasks such as daily initialization, preparing daily deposit and importing live checks.
Requirements
* High school diploma or equivalent.
* Minimum of 2 years of experience in a goal oriented, incentive based sales role.
* 1+ years of experience in the consumer finance industry preferred.
* Professional demeanor, positive attitude, strong communication and customer relations skills
* Ability to work well independently, as well as a dedicated team member.
* Ability to work in a fast-paced environment and successfully navigate priorities.
* Proficiency with Windows and Microsoft Office Suite
* Valid driver's license, reliable transportation, and auto insurance
* Willingness to comply with our company policy regarding employment credit check, background checks and drug screening
* Ability to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the state's department of insurance.
Benefits
We offer a competitive compensation and benefits package including:
* Health, Dental, & Vision Insurance
* 15 days of Paid Time Off (PTO) to start + 1 additional personal day
* 401k + employer match
* Company provided Life Insurance & Long Term Disability
* Employee Assistance Program - Confidential mental health support
Additional benefits with Republic Finance include:
* Access to LinkedIn Learning's library of 10,000+ professional development courses
* Employee of the Month Program
* Philanthropic support for multiple charities including an annual drive for St. Jude Children's Research Hospital
* Professional offices with a friendly team environment
* Monthly incentive bonus pay
* Internal promotions
Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.
Auto-ApplyIRA Transaction Specialist
Loan servicing specialist job in Milwaukee, WI
About The Role: We are seeking a detail-oriented and client-focused IRA Transaction Specialist to join our team. In this role, you will deliver exceptional service to internal and external clients while upholding Baird's culture, mission, and values. Responsibilities include ensuring compliance with regulations and firm policies, resolving client inquiries, processing retail and IRA/qualified plan account transactions, and contributing to process improvements. You may also assist with training and collaborate on complex issues.
The Impact You'll Make:
Provide high value service to internal and external clients in an environment that promotes Baird's culture and the Operations mission and values statement.
Ensure adherence to regulations, Baird policies, and department procedures and policies.
Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests including the ability to analyze and resolve client inquiries in a timely manner.
Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
Understand and apply Regulation T, margin rules and IRS rules and regulations.
Process work pertaining to Retail and/or IRA/Qualified Plan accounts.
May be called upon to train other associates as needed and partner with Senior Specialists on more complex client/account issues.
Perform other duties as required.
What You'll Bring To Baird:
Bachelor's degree preferred and/or 2+ years of experience in a financial services operations role is a plus. Prior customer service experience and banking experience preferred.
SIE and Series 99 within 120 days of hire as role processes cash or security movements.
Proficiency and experience with Microsoft Office (Word, Excel, Outlook).
Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results.
Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting.
Passion for providing high-value client service.
Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.
Proven reliability in performance.
#LI-CM1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplyCommercial Loan Coordinator
Loan servicing specialist job in Brookfield, WI
at First Business Bank
Join the winning team at First Business Bank as the Commercial Loan Coordinator (Hybrid)! First Business Bank is a Top Workplaces USA company, learn more here.
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW
This role allows for 2 days remote per week; therefore, a local candidate is required.
The Commercial Loan Coordinator is a key contributor in servicing the overall commercial loan portfolio and supports multiple Bankers in a timely, accurate and concise manner to ensure client deadlines for commercial loans are met. An expeditor who can effectively multi-task to achieve multiple, various, moving deadlines, the incumbent understands both the renewal process and clearing exceptions.
Specifically, as the Commercial Loan Coordinator you will
Loan Coordination (New, Renewal, Modification of Terms) (40%):
Professional support teamed with multiple Loan Officers within a Region or cross Regionally.
Uses Bank's loan origination system to start/route new, renewal and modification of terms applications for decisioning and documentation.
Post approval and prepare, own, or supplement loan closing checklist of items needed, quickly reviews checklist items for accuracy when received from others and is capable of handling unanticipated changes.
Transactions (20%):
Daily for coordination of commercial loan payments and loan draws to both ensure clean handoff to Loan Operations in accordance with Bank procedures and positive client experience.
Supports the processing of monthly automatic loan draws for interest payments due in accordance with agreements already documented with clients to ensure timely, clean handoff to Loan Operations.
Engages external loan participation partners via email, securely, for transactions using a predetermined template and formula or assists.
Exceptions (30%)
Meets monthly with Loan Officer(s) to review file information needed at a minimum monthly:
Request financial information needed to maintain compliance, via client portal or e-mail, securely.
With knowledge of loan policy makes recommendations and prepares memos to waive or change reporting frequencies with approval from others.
Correspondence and Specialty Servicing (10%)
The successful candidate should have:
Commercial loan documentation and servicing experience is required
5+ years of total banking experience required
Ability to work independently and use independent judgment with minimal supervision
Ability to handle pressure of meeting deadlines
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
Auto-ApplyRetail 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
Commercial Loan Processor
Loan servicing specialist job in Hartford, WI
We Exceed Expectations, Every Customer, Every Time
. We treat our customers like friends and family. We value the contribution of our team members and believe your energy and passion for serving our customers sets us apart!
We currently have an opening for a Commercial Loan Processor to join our team in our HARTFORD, WI location. This position is ON-SITE in Hartford, Wisconsin. This is not hybrid or remote work.
ONSITE Hours of work are Monday - Friday 8:15 am - 5:00 pm, overtime as needed.
As a Commercial Loan Processor, you are responsible for managing the end-to-end processing of commercial loans. This includes preparing and reviewing loan documentation, coordinating with internal and external stakeholders, ensuring compliance with regulatory requirements, and maintaining accurate records throughout the loan lifecycle.
Key Responsibilities:
Prepare and review loan documents for new, renewed, and modified commercial loans.
Ensure all documentation complies with loan approval terms, bank policies, and regulatory requirements.
Responsible for complex and high-value commercial loan documentation such as SBA loans, stand-by letters of credit and loan participations bought and sold.
Review entity documentation to verify legal name, structure, and signatory authority.
Perform all required booking and follow-up reporting of loan documentation.
Maintain accurate and current loan records throughout the loan lifecycle.
Complete loan files, calculate and apply interest, and accurately record payments.
Apply interest payments, flooring, and maintenance for all dealer floor plans.
Prepare for loan closing by ordering the appropriate documentation, to include, but not limited to Real estate appraisal or evaluation, title work, UCC filing, flood certificate.
Provide assistance with maintaining SBA reporting.
Communicate with loan officers, underwriters, and borrowers to ensure timely and accurate processing.
Perform UCC filings, continuations, and terminations.
Follow up on documentation exceptions for commercial loans, such as obtaining final loan policies and recorded documents.
Perform post-closing audit of commercial and agricultural loans.
Process paid loan files.
Respond to inquiries and resolve documentation issues in a timely and professional manner.
Scan and index loan documents using digital imaging software.
Advise and support loan officers to ensure that loans are documented per the terms of the Credit Presentation.
Communicate with participant banks in the processing of loan booking, loan advances and payments.
Education & Experience:
High School diploma or equivalent required; Associate or Bachelor's degree in Business, Finance, or related field strongly preferred.
Minimum of 2 years' experience in commercial loan processing role required.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams).
Familiarity with document management systems and banking software.
Qualified candidates will have the following skills and abilities:
Maintain confidentiality and uphold ethical standards.
Strong attention to detail and organizational skills.
Excellent written and verbal communication.
Ability to multitask and prioritize in a dynamic environment.
Problem-solving and decision-making capabilities.
Team-oriented with a customer-first mindset.
Demonstrate efficiency and organization in managing multiple transaction details under tight deadlines.
Ability to work with minimal supervision.
Benefits of Choosing to work at Forte Bank
:
Competitive Pay
Very Generous PTO plan, PTO at 30 days!
401(k) with company match up to 4% (immediate vesting!)
Profit sharing
Employee Stock Ownership Program
Health, Dental, Vision, Life
Employee Celebrations and events
Logo Apparel
Check out our website ******************* or our Facebook page to learn more about our AMAZING organization and culture!
Forte Bank is an Equal Opportunity Employer