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Loan servicing specialist jobs in Racine, WI

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Loan Servicing Specialist
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Loan Specialist
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Senior Loan Specialist
  • Mortgage Servicing Specialist

    Johnson Financial Group 3.9company rating

    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.
    $35k-38k yearly est. Auto-Apply 27d ago
  • Loan Servicing Representative

    Equitable Bank SSB 4.3company rating

    Loan servicing specialist job in Wauwatosa, WI

    Since our founding in 1927, employees have been the main reason for The Equitable Bank's success. We are a local bank with strong ties to the communities where our branches are located. Our culture is inclusive and the work environment is collaborative, friendly and family-oriented. We pride ourselves on offering our customers excellent service and lending a helping hand when others need assistance. We offer competitive salaries, excellent benefits, on-the-job training and the opportunity for career advancement. If you have these skills and see yourself succeeding in this environment, we invite you to become part of The Equitable Bank team. We are seeking a Full-Time Loan Servicing professional. This position is scheduled for Monday through Friday. Essential Duties and Responsibilities: Responsible for being logged into the department's phone queue and responding to verbal inquiries from customers. Respond to customer written inquiries in accordance with department and bank procedures. Upload newly closed loans from the bank's loan origination system to the loan servicing system. Complete the set-up and audit newly originated and/or newly uploaded loans. In charge of follow-up with title companies on final title policies. Send title packages for recording. Ensure title processing adheres to applicable laws, regulations and internal guidelines. Process 1099S and 1099-NEC when applicable. Process payoff requests. Prepare lien satisfactions. Disbursing real estate tax and homeowner's insurance premiums from escrow accounts. Research and respond to credit bureau disputes whether received electronically or in writing in accordance with compliance deadlines. Balancing department specific checking and/or GL accounts. Monitor home, flood and auto insurance on loans to ensure the bank's interest is protected; force place insurance when necessary. Digitize and upload loan documentation into the bank's electronic storage system. Process mortgage payments received directly in Loan Servicing Dept. Research and resolve misapplied payments. Stay current on departmental procedures and required compliance training. Assist with preparing and submitting delinquent loan files to attorneys. Perform filing and general administrative support. Other duties as assigned. Benefits: 401(k) with 4% dollar-for-dollar Employer match Paid Time off Bank paid Life Insurance at 4 times your annual salary Medical, Dental, Vision Insurance Personal banking and loan benefits Requirements Job Skills: Minimum of one (1) year of general mortgage servicing experience is required. Good research and documentation skills. Must be able to follow standard filing procedures. Must be proficient in Microsoft Excel and Word software programs. Must possess strong organizational and time management skills. Strong problem solving and multi-tasking skills. Excellent verbal and written communication skills. Ability to professionally communicate with all levels of management, employees, and vendors. Ability to work independently with an emphasis on accuracy, detail and timeliness. Education Requirements: Associate's degree in a related field, such as Business, Finance, or Accounting is preferred, but not required. The Equitable Bank is an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital or parental status, military service or status as a covered veteran in accordance with applicable federal, state and local laws. The Bank will also not discriminate based on arrest or conviction record unless considered to be a bona fide occupational qualification.
    $57k-98k yearly est. 28d ago
  • CRA Loan Specialist

    Fifth Third Bank 4.6company rating

    Loan servicing specialist job in Rolling Meadows, IL

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Conduct and coordinate homebuyer-training seminars for CRA potential applicants. Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. Follow defined protocol for escalation of exceptions. Take applicant applications by completing Fannie Mae form 1003 on the laptop. Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. Manage pipeline for all originated loans through closing and complete required management reports. Communicate with applicants and/or referral sources by providing timely updates and progress reports. Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. Attend and participate in all Consumer Lending meetings as required by management. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or equivalent mandatory. Four-year college degree preferred. Knowledge of conventional and/or government lending guidelines. Knowledge of residential mortgage processing, underwriting, and closing procedures. Knowledge of federal lending regulations governing real estate lending. Demonstrated organizational skills. Strong written and verbal communications skills. Demonstrated teamwork and customer service skills. Proven computer skills. Basic sales technique skills. Strong desire to excel in a competitive environment. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Rolling Meadows, Illinois 60008 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $87k-104k yearly est. Auto-Apply 60d+ ago
  • Processor I

    Fareva Usa 4.4company rating

    Loan servicing specialist job in Morton Grove, IL

    The Pre-Weigh Operator is responsible for pre-weighing raw materials for Compounding department. Perform operation and control of pre-weigh equipment. Responsible for accurate measuring, labeling and assembling of raw materials for manufacturing and trial runs utilizing a computerized ingredient tracking and labeling system. Must maintain the accuracy of documentation involving control numbers, item codes, expiration dates, scale verifications, and correct weight of components. Must assure oldest lots of materials are used first. Must work safely while maintaining cleanliness and following all appropriate cGMP regulations. Works in a team where one performs the duties and another employment verifies the findings. ESSENTIAL FUNCTIONS: Weigh or measure, label and assemble approved raw materials to be used in the manufacture of products. Complete documentation including raw material issuance forms, Active Ingredient verification and batch record documentation. Verify the accuracy of the name, control number, item code, expiration date and weight of all raw materials to be used in manufacturing. Verify the name and lot number of the product that the raw materials are to be used in. Verify oldest lot numbers of components are used before newer lot numbers. Use safety equipment that is appropriate and consistent with the raw material being weighed. Complete daily scale verifications and ensure scales are up-to-date in calibrations. Produce labels and properly identify each raw ingredient on its corresponding container. Complete movements of approved raw materials where needed. Assure the pre-weigh booths are kept clean and organized. Assure applicable equipment are checked out daily and in proper working order. Observe color, smell, and properties for raw materials. Report any control number differences to the Team Leader, Processing Supervisor or Director of Operations. Accurately completes required documentation consistent with GMP and procedural requirements. Follows safety policies and maintains good housekeeping in accordance with GMP. Wears corresponding PPE (personal protective equipment) required for the handling of each raw ingredient. Perform other duties as requested, demonstrating flexibility and responsiveness to changing production requirements. Knowledge/Skills/Education/Experience: High school diploma, GED, or equivalent experience. Must acquire working knowledge of applicable GMPs and procedures. Must have understanding of computer and email operation. Strong organizational and leadership skills. Excellent written and verbal communication skills. Ability to handle pressure and demonstrate flexibility. Able to demonstrate good interpersonal skills and take initiative on specific issues. Ability to prioritize handling of situations. Must have a positive attitude. Responsibility: Total responsibility for adherence to pre-weigh batch requirements, safe raw ingredient handling, and precise raw ingredient weighing; must be able to work independently and in a team; must document activities to a high degree of accuracy. Responsible for the training of others. Exercises professionalism and leadership in dealing with all situations. Maintains the confidentiality of Company information. Reasoning/Problem Solving Ability: Ability to apply common sense understanding to carryout accurate and efficient pre-weighing responsibilities. Able to deal with more complex problems involving some abstract thinking, though may require supervision. Requires little direction when solving simple problems. Language Skills: Able to read and interpret documents such as safety rules, raw ingredient SDS/MSDS and hazard information, and raw ingredient specifications and weights without supervisor explanation. Quantitative Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to record raw ingredient codes and lot numbers accurately. Physical Demands: Works at a fast pace in a regulated area. On feet all of the time. Applicants must meet the physical agility requirements to be accepted into the position. Examples of physical requirements include but are not limited to: occasional heavy exertion; able to lift up to 125 pounds; able to pull 2000 pounds with a hand truck and relocate by hand tote bins weighing as much as 2000 pounds. Must be able to fit and utilize required personal protective equipment on a daily basis to include safety glasses, face shields, hair covering, gloves, safety/anti-slip shoes, dust masks and organic vapor respirators. Requires successful completion of Hearing Conservation and Respirator physical exams. Work Environment: Exposed to hazardous raw materials in a well-ventilated and regulated pre-weigh booth. Exposed to extreme temperatures. Exposed to fumes and powders emitted from raw materials. Additional Requirements: Must be able to work overtime as needed. Must be able to work flexible hours depending on business need. Must achieve a minimum Wonderlic score of 2 in Math and 2 in Verbal. Hiring for 2nd and 3 rd shift
    $33k-42k yearly est. Auto-Apply 60d+ ago
  • Records Processor

    Alverno College 3.5company rating

    Loan servicing specialist job in Milwaukee, WI

    For a description, see file at: ************ alverno. edu/files/galleries/Records_Processor-0001. pdf" target="_blank
    $41k-48k yearly est. 57d ago
  • Loan Documentation and Verification Specialist

    Novus Home Mortgage 4.0company rating

    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.
    $24-28 hourly 60d+ ago
  • Consumer Loan Specialist

    Abbott Laboratories Employees Credit Union

    Loan servicing specialist job in Gurnee, IL

    SUMMARY: Assist with all aspects of consumer loan processing in addition to general office management. ESSENTIAL FUNCTIONS: Inputs, processes and analyzes phone, internet and Lending Solutions Inc. (LSI) auto, personal and Visa applications Processes and distributes instant approved loans Handles loan denials and mails Notice of Adverse Action for Visa Processes event tickets Processes relationship manager requests Performs Visa functions to include maintenance, opening of accounts, respond to incoming Visa tickets, answering member inquires and returned statements Audits all Visa/Consumer loan applications for accuracy and reports findings to Consumer Loan Manager Assists with title processing, questions and calls Prepares documents for review and imaging Answers and processes member inquiries regarding transactions, maintenance and status of their loan Assists members with State National inquiries Processes GAP claims Processes disability/life claims Actively cross-sells and promotes credit union products and services Other duties as may be assigned QUALIFICATIONS: Education Required: High School Diploma or equivalent (GED) Experience Required: One (1) year of customer service or retail sales experience Experience Preferred: Two (2) years of customer service experience in the processing of consumer loans and visa Knowledge, Skills and Abilities (KSAs): Ability to perform job functions independently Ability to work as part of a team Ability to verbally communicate effectively with internal and/or external members Ability to use computers and job-specific technology/software efficiently Maintains confidentiality Performs responsibilities with composure, quality and accuracy under stress of deadlines/requirements The base pay for this position is $17.96 to $29.93 per hour. In specific locations, the pay range may vary from the range posted. Click here to learn more about ALEC and our benefits.
    $18-29.9 hourly Auto-Apply 60d+ ago
  • Loan Review Consultant II

    Wipfli LLP 4.3company rating

    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. 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. Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (***************************************** page to connect! #LI-remote #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 ************* . Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $29.00-47.00/hour, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Job LocationsUS Job ID 2025-7423 Category Risk Advisory Services Remote Yes
    $32k-39k yearly est. 35d ago
  • Foreclosure Specialist

    Amerinational Community Services

    Loan servicing specialist job in Palatine, IL

    Foreclosure Specialists is considered a technical professional within the organization. As such, each Loss Mitigation Specialist will be responsible for managing and handling difficult default servicing-related tasks. The organization will depend on this person's mortgage servicing experience. The Foreclosure Specialist is generally responsible for self-sufficiency. As a Foreclosure Specialist, you will be responsible for monitoring 90+ delinquent loan status in accordance with regulatory guidelines, review and determine if loans meet required default criteria for foreclosure referral to ensure compliance and avoid financial penalties and fees. With your manager, you will compile statistical data, ensure adequate work coverage, provide feedback on staff and operations, and assume other team duties such as coordinating work assignments, preparing reports, etc. You will prioritize and handle any default correspondence to include correctly identifying complaints and inquiries to ensure research is completed and perform other duties that may not be stated below but will be assigned by the default management team. Requirements Major Duties and Responsibilities: Complete assigned queues within the assigned timeframe. Draft pre-foreclosure notice of intent/demand letters/breach notices as needed and then prepare subsequent foreclosure packages for executive board review prior to referral to foreclosure attorney. Timely response to any client/investor, borrower, or internal inquiries both verbal and written in compliance with RESPA/Federal/State guidelines and in line with expectations set by Senior Leadership. Contact with client as it applies to delinquent borrowers and default milestones - Bankruptcy, Foreclosure, Loss Mitigation, or general default servicing and portfolio questions. Review and monitor pre-foreclosure and foreclosure populations, loss mitigation production reports, and any other default-related report weekly or as assigned. Respond accordingly to foreclosure attorney firms and handle any request for document execution, bidding instructions, account status updates, payoff and reinstatement quotes, or general account inquiries. Negotiate workout plans and draft trial/repayment/forbearance plans, and loss mitigation agreements as needed. Expertise in handling escalated delinquent accounts. Supervisory Requirements: None Additional Expectations: Provide a professional example, accuracy, and consistency in work performance. Respect teammates. Participates and is an active team member by assisting others. Communicates in a courteous manner. Have a solution rather than a complaint to resolve issues promptly. Keep management informed of pertinent information. Communicate openly and often. Maintains the quality and integrity of the services provided by the department. Supports the overall goals of the Company and that services are delivered professionally and efficiently. Create an atmosphere within the organization that attains and maintains a high level of morale and embraces our Vision-Mission-Values and our Goals and Objectives “VMVGO”. Embrace change without resistance and adapt quickly, however do provide feedback when necessary. Independent Judgment: Possess a high degree of independent judgment that will be heavily relied upon by Loss Mitigation Collection Manager and Director of Default Management. Will make frequent decisions on corporate and employee matters, customer service issues, problems and complaint resolution. Minimum Qualifications: High level of technical expertise to perform any default-specific task as it relates to the respective silo (pre-foreclosure, foreclosure, loss mitigation, property preservation, COVID/HAF assistance, etc.). A minimum of three years collections and/or loss mitigation experience required. Proven Mortgage Servicing, Default Servicing, Portfolio Management, National Real Estate Management, and/or Pre-Foreclosure knowledge/experience. Thorough understanding of the Fair Debt Collection Practices Act. Thorough understanding of the Consumer Financial Protection Bureau rules. Ability to calculate figures and amounts such as interest rates, principal balance and late charges. Knowledge of MS Word, Outlook and Excel required. Ability to solve practical problems and deal with a variety of unique situations. Ability to apply common sense understanding to carry out instruction furnished in written, oral, diagram or schedule form. Basic operation of all general office equipment. Must be able to multi-task in a fast-paced environment. Excellent organizational and follow-up skills with the ability to prioritize. Bilingual (English and Spanish) a plus. Strong comfort level with technology, including ability to adapt to new systems quickly and easily. Thorough knowledge of and comfort with the Microsoft office suite applications. Physical Requirements Talking - Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Hearing - Able to hear average or normal conversations and receive ordinary information. Repetitive Motion - Movements frequently and regularly required using the wrists, hands, and/or fingers. Vision - Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery. Physical Strength - Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. This description has been designed to indicate the general nature and level of work performed by an employee in this position. The actual duties, responsibilities and qualifications may vary in the future based on new or revised work assigned to this position. AmeriNat offers a competitive benefits package including 401k; performance incentives; paid medical, life and long-term disability; dental; PTO and holiday pay as well as opportunities for advancement. Dress code is business casual (jeans allowed) and occasional business attire required. AmeriNat will consider qualified applicants in a manner consistent with local “Fair Chance” ordinances. AmeriNat is an Equal Opportunity Employer. Salary Description $25.00 - $28.00 / hour
    $25-28 hourly 60d+ ago
  • Loan Documentation Spec 4

    U.S. Bank 4.6company rating

    Loan servicing specialist job in Brookfield, WI

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job DescriptionCoordinates the preparation of loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated time frames. Communicates with staff, customers/clients, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain additional documents needed to complete the file. Ensures compliance with internal policies, regulatory and investor requirements and customer service standards. May coordinate the closing and funding of assigned loan packages; calculating final closing costs and disbursing funds. Basic Qualifications - High school diploma or equivalent - Typically four to six years of relevant experience Preferred Skills/Experience - Thorough knowledge of legal documents used to support applicable loan/lease processing - Ability to identify and resolve/escalate complex problems with minimal guidance - Ability to apply critical thinking for all elements of loan documentation construction - Ability to master the bank's documentation software Thorough knowledge of closing policies and procedures, funding policies, underwriting requirements, governmental and agency requirements, terminology and automated processing systems - Thorough knowledge of applicable credit policies and approval processes for assigned product(s) - Ability to work effectively and accurately in a fast paced, high production, professional environment - Strong organizational skills - Effective verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $26.39 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $20-26.4 hourly Auto-Apply 60d+ ago
  • Book Processor -Production Bonus Eligible

    Follett Content Solutions LLC 4.1company rating

    Loan servicing specialist job in McHenry, IL

    is an hourly rate along with a production bonus based on your performance. Follett Content Solutions has been a trusted partner for educators since 1873! We support our educators that touch more than 45 million students worldwide. Follett Content Solutions helps build a diverse collection of print and digital resources to support every student. We are currently hiring for a Book Processor. This position is a full-time non-exempt role in our warehouse located in McHenry, IL. The pay for this position is $16.56 per hour and production bonus eligible. based on your performance. We offer an array of benefits, to see those benefits click here Any pay range disclosed is based upon a combination of neutral factors such as required qualifications, experience, education, skill, training, certifications, seniority, etc. Follett Content Solutions reserves the right to provide any successful candidate a salary at the most appropriate level set as a result of such candidate' qualifications, experience, education, skill, training, certifications or seniority. Position Overview: Our goal at Follett Content Solutions is to empower librarians, teachers, school leaders, and administrators. We partner with educators and provide the tools they need quickly and reliably, with dedicated representatives helping every step of the way. With industry-leading turnaround times, best-in-class collection development and self-service tools, an ever-expanding product selection, and cataloging overseen by degreed librarians, we're here to help them maximize their time and budget so they can get back to doing what's most important. They can expect their fully shelf-ready processed order to arrive at their institution ready to go from box to shelf - tagged, barcoded, and suitable for immediate circulation. The Follett Content Book Processing Team is composed of more than 120 active processors with a collective total of more than 1,000 years of experience. On average, each of them produces a fully processed library book every 60 seconds! Getting books shelf-ready is no quick task, but this is precisely where our team excels. Book Processors are a critical role in our business and performs duties to label, fix, reinforce, and protect product according to instructions while meeting established standards for quality and productivity. Responsibilities: Follow all safety regulations and report any unsafe conditions to Supervisor. Maintain assigned work area and equipment such as tape and label dispensers, scissors, “X-Acto”-type knives, rolling shear cutters, adhesive removers, measuring tools, data entry terminals, and scanning devices in a clean, orderly, and safe condition. Replace as needed. Pull incoming totes of books down from top line. Accurately enter orders into tracking system, noting any special instructions indicated with orders. Review orders for processing specifications. Refer to proper instructions for clarification of procedures and quality standards or request information from appropriate supervisors. Inspect product for dirt, damage, or other defects. Clean, repair, or replace product as necessary. Correctly match and label product according to instructions and processing procedures. Reinforce product using protective covering as directed. Install theft detection devices to product. Rework or repair product returned by Quality Assurance or the customer or as directed by management in an orderly and prompt manner. Place and record defective product in rejection area. Move totes to holding line as needed to wait for replacement books or supplies. Complete proper documentation for orders not completed. Complete orders left unfinished by other personnel. Perform work in other departments as directed. Other duties as assigned. Requirements: 0-3 years of experience High School Diploma or equivalent Ability to have attention to detail Ability to read a ruler Basic Computer skills Mandatory over-time as needed Ability to work in other departments when the need arises We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment, without regard to race, color, religion, national origin, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status, or other characteristics protected by law. As an Equal Opportunity Employer, we are committed to providing reasonable accommodations to job applicants with disabilities. If you are interested in applying for employment and need assistance or an accommodation in the application process due to a disability, please contact us by email or phone. Email: Send request to ************************ Phone: Request assistance by calling ************ When contacting us, please provide your contact information, the job position or title, and state the nature of your accessibility issue.
    $16.6 hourly Auto-Apply 23d ago
  • Loan Processor

    American Portfolio Mortgage Corp 3.9company rating

    Loan servicing specialist job in Palatine, IL

    Job DescriptionDescription: Loan Processor Requirements:
    $35k-43k yearly est. 2d ago
  • Consumer Loan Specialist

    Attain Finance

    Loan servicing specialist job in Oak Creek, 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: 7071 S 13th Street, Ste 103, Oak Creek, WI 53154 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 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, *****************.
    $16.3-21.8 hourly Auto-Apply 60d+ ago
  • Team Uniform Processor - Full & Part Time

    Stefans Soccer

    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
    $28k-39k yearly est. Auto-Apply 60d+ ago
  • Mortgage Processor / Residential Loan Specialist

    Sourcepoint Staffing 3.8company rating

    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! You're not just a number here. If you have Mortgage Processing or Closing experience-ideally with WHEDA and CRA lenders-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 preferred. • 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.
    $29k-34k yearly est. 16d ago
  • Direct Loan Representative

    Guardian Credit Union 3.8company rating

    Loan servicing specialist job in West Milwaukee, WI

    Job Details WMO West Milwaukee - West Milwaukee, WI BankingDescription BASIC RESPONSIBILITES: Under supervision of the AVP of Consumer Lending, the Direct Loan Representative will be responsible for the efficient, accurate, and compliant processing of all consumer lending loans. Assists with all activities associated with consumer lending, processing member transactions and responding to members' needs for information. OUR CORE VALUES: The Direct Loan Representative will be expected to act in a manner which is in accordance with Guardian Credit Union's values: Relationships - We treat each other, our members, and our community with respect. Accountability - We hold ourselves to a higher standard. Teamwork - We work together to reach our goals. Honesty - We believe in conducting ourselves with honesty, integrity, trust, and fairness. ESSENTIAL FUNCTIONS: Daily processing and underwriting of Consumer Lending applications. Receiving applications through all channels in-person, emails, website, and over the phone. Applications include but not limited to; Auto Loans, other collateral loans, unsecured loans, Line of credit loans, CD/share secured loans and Home Equity loans. Communicate and follow-up with members to ensure back-end items are processed correctly and efficiently. Promptly complete internal request for loan and/or other services processed by Centralized Lending. Getting back to the internal or external member in a fast, efficient and accurate manner. Process and complete daily, weekly, and monthly reports for loans as needed. Assist and back up any back-end processing and exceptions. Attend webinars, training classes and/or conferences needed for any changes and updates as need or required by regulation and management. Take action to resolve any problems or errors in Centralized Lending back-end services. Provide excellent service and assistance to members and staff. Work closely with Branch Loan Representatives to schedule closings and obtain closing paperwork as needed. SECONDARY FUNCTIONS: Perform routine member transactions, such as, but not limited to account transfers, loan payments, stop payments, and due date changes. Serve as a backup to the indirect department. Complete special projects or other duties as assigned Process back end products cancellations as needed. Bring ideas to improve and increase efficiency and volume among the department. Outside contacts become important and fostering sound relationship with other entities (companies and/or individuals) become necessary. Qualifications SKILLS AND ABILITIES REQUIRED: Education/Experience: A high school diploma and a two-year college degree, or an equivalent combination of education and experience totaling 3 years in a credit union or other financial institution. Preferred qualifications include experience and knowledge in consumer lending and related products. SKILLS: Must be able to obtain/maintain active NMLS registration. High level of interpersonal skills to communicate effectively. Previous experience in the lending industry or general knowledge of consumer lending. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Confidentiality must be maintained at all times. Must present a professional, business-like appearance and manner. Must demonstrate Guardian Credit Union's values (Relationships, Accountability, Teamwork, and Honesty). Must be bondable. WORK ENVIRONMENT: While performing the duties of this job, the employee regularly works in an office setting. PHYSICAL DEMANDS: Must be able to remain in a stationary position and occasionally move about the inside of the office. Ability to move about inside the office to access file cabinets, office equipment, etc. Ability to constantly operate a computer and other office productivity equipment, such as a calculator, copy machine, fax machine and printer. Requires the ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. TRAVEL: Local travel to worksites is required at times. Must have reliable transportation. HOURS: Monday through Friday, Varying 8:00 am until 6:00 pm. Rotating Saturdays, 9:00 am until 12:30 pm. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
    $35k-40k yearly est. 60d+ ago
  • Commercial Loan Coordinator

    First Business Financial Services, Inc. 4.2company rating

    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
    $35k-44k yearly est. Auto-Apply 37d ago
  • Retail Loan Processor

    Waukesha State Bank 3.9company rating

    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
    $32k-38k yearly est. 15d ago
  • Loan Documentation Specialist

    Smartbiz Loans

    Loan servicing specialist job in Northbrook, IL

    Evolving from SmartBiz Loans, a leading provider of small business loans, SmartBiz Bank offers a broad range of business banking solutions to small businesses across the U.S. - solutions built specifically to serve the dynamic needs of entrepreneurs and foster the growth of the small business community. SmartBiz Bank's commitment to transparency and personalized customer service offers an unparalleled banking experience, ensuring small businesses have the financial services they need to grow and thrive. Headquartered in Chicago, IL, with offices in Austin, TX and San Francisco, CA, we are excited about serving our local and national Small Business Community. Position Overview: The Loan Documentation Specialist reports directly to the Closing Department Manager. The primary duties are performing a final validation of key data across documentation, the loan application and Credit Memo and confirming that all necessary pre-closing conditions are satisfied, approvals and signatures, both from the borrower and internal stakeholders, are obtained prior to securing PLP through the SBA Capital Access Financial System (CAFS) and generating the loan documentation in accordance with regulatory, SBA and Bank requirements. They are responsible for securing PLP through the SBA CAFS and preparing loan documents in LaserPro. They are responsible for the pre-boarding onto the Bank's core system, coordination of wire transfer for funding and coordinating post-fund QC fundings. Facilitate clear communication between the loan closing department and other relevant departments to address any outstanding issues promptly. Stay updated on regulatory requirements and compliance standards to ensure adherence throughout the loan closing process. The ideal candidate has deep SBA knowledge and experience, is detail oriented, organized, and is able to work in a high volume role, in addition to the flexibility of working in multiple softwares and systems. As part of the Closing team, you will deliver strong results against success KPIs. How You Will Make An Impact: Preform key loan processing and closing actions at scale and speed while maintaining a high level of attention to detail Review loans prior to closing to ensure they meet all requirements of SBA 7(a) guidelines and Bank guidelines Deliverables You Will Be Measured On: Effectively and quickly with accuracy, respond to internal closing requests. Secure PLP from the SBA CAFS. Review the SBA/E-Tran approval sheet to understand the terms and structure of the loan request. This includes review of the credit approval and loan document request forms to determine the required documentation specific to the transaction. Manage the loan documentation process from start to finish by facilitating execution of loan documents, reviewing signed loan documents, and controlling loan funding. Utilize LaserPro software to prepare loan documents for the SBA loan closings in accordance with complete accurate data entry to ensure documentation completed complies with SBA SOP, Bank policy and procedures as well as governing regulations and within the department's service level agreement turn times. Review and properly document various SBA required agreements such as landlord waivers, franchise agreements, shareholder agreements, etc., to comply with SBA program requirements. Prepare loan files for post-closing review, monitor post-closing exceptions, and perform necessary follow-ups to clear all items Ensure clean files with no errors, as performed by both internal and external reviewers What We Are Looking For: 5+ years experience working with SBA 7a loan closings and documentation processes Deep knowledge of LaserPro software, SBA CAFS (securing PLP and handling Error codes) and all relevant commercial and SBA loan Modules Deep SBA knowledge and experience, ideally in SBA 7a Comfortable working with Macs, and familiar with Salesforce Experience working with Fiserv and Sageworks Detail-oriented and highly organized Ability to multitask and prioritize in a fast-paced environment Results-oriented and comfortable tracking and being measured against KPIs Passion for small business lending You want to be a part of building something special! Strong Communicator Opportunities & Benefits We Will Provide: Help redefine small business banking Competitive salary and equity in a fast-growing start-up 100% paid medical, dental, and vision benefits for employees, spouse and their dependents 100% paid life and disability insurance Flexible vacation policy 401k plan -- SmartBiz Bank is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. California residents can learn more about how we use your information by visiting ***********************************************************
    $29k-37k yearly est. 60d+ ago
  • Mortgage Closer

    Old National Bank 4.4company rating

    Loan servicing specialist job in Gurnee, IL

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $18.25/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Mortgage Closer. The Mortgage Closing Processors are responsible for providing excellent customer service to both our internal and external clients. Duties include, but are not limited to, efficient pipeline management, issuance of closing disclosures to Borrowers in accordance with TRID Regulatory and ONB guidelines, working closely with title companies to balance closing disclosures, delivery of the final closing documents and funding via wire transfers. Mortgage Closing Processors must be able to work in a fast-spaced environment and be able to pivot as needed to address closing problems or last-minute changes timely and professionally. Key Accountabilities Provide Exceptional Customer Service: Contact internal customers or other 3 rd parties as needed to resolve closing issues or discrepancies with clear and concise communication. Respond promptly and professionally to all internal and external customers Accuracy and Attention to Detail: Review all documentation in the file for accuracy. Request updated documentation as needed. Accurate preparation of the initial and final closing disclosure to include balancing the closing disclosure with the title company. Accurate preparation of closing documents in accordance with loan product requirements, established compliance and regulatory guidelines and internal policies and procedures. Manage last minute closing changes or problems timely, accurately and professionally. Exceptional Pipeline Management and Organizational Skills: Effectively manage pipeline to ensure initial closing disclosures, redisclosures and final closing documents are delivered within established SLA's and regulatory timing requirements. Organization in this role is critical to ensure closing documents and wire funds are delivered timely to title companies and attorneys to avoid closing delays. Key Competencies for Position Make Decisions & Solve Problems: Take ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborate and seek to understand the root causes of problems. Evaluate the implications of new information or events and recommend solutions using decisions that are sound based on what is known at the time. Take action that is consistent with available facts, constraints and probable consequence. Promote Change: Actively seeks information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance. Delight Clients: Passionately serve internal/external clients with excellence. Maintain a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understand data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurture client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Lead Inclusively: Seek diverse relationships to learn more about people from other cultures and backgrounds. Gather information with curiosity and humility to learn more about people from other cultures and backgrounds including impacts on norms, behaviors and expectations (e.g., social norms, decision-making approaches, and preferences). Advocate for diverse perspectives. Continually examines own biases and behaviors to avoid stereotypical responses. Develops Talent: You own your development and career. Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior. Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs. Continuously develops self for current and future roles. Qualifications and Education Requirements High School Diploma or GED 1-3 years first lien mortgage experience with first lien mortgage loan closing experience preferred Operate standard office equipment Ability to multi-task and work in a fast-paced environment while maintaining a positive attitude Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $18.3 hourly Auto-Apply 15h ago

Learn more about loan servicing specialist jobs

How much does a loan servicing specialist earn in Racine, WI?

The average loan servicing specialist in Racine, WI earns between $27,000 and $332,000 annually. This compares to the national average loan servicing specialist range of $28,000 to $153,000.

Average loan servicing specialist salary in Racine, WI

$95,000
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