Loan Servicing Representative
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.
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-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.
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-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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Store Processor
Loan servicing specialist job in McHenry, 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-ApplyCommercial 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-ApplyConsumer Loan Specialist
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.
Auto-ApplyLoan 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. 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
Mortgage 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! 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.
Book Processor -Production Bonus Eligible
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.
Auto-ApplyDirect Loan Representative
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
Loan Documentation Spec 4
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.
Auto-ApplySr. 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-ApplyConsumer Loan Specialist
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, *****************.
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
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
Loan Processor - West Bend
Loan servicing specialist job in West Bend, WI
Loan Processor - Join the Dollar Loan Center Team!
Department: Operations
Reports to: Store Manager
Status: Non-Exempt
Why This Role Rocks
Get ready to dive into the fast-paced world of short-term lending at Dollar Loan Center! As a Loan Processor, you'll help customers meet their short-term financial needs. You will review applications, verify information, and fund the loan! You'll help customers every step of the way, whether it's taking payments, answering questions, or calling on past-due accounts with solutions and professionalism. It's an important, customer-facing position that requires the right person, and that could be you!
What You'll Do
Offer Stellar Customer Service
Greet every customer with a smile and enthusiasm, whether in-person or over the phone.
Explain the reasons for borrowing from Dollar Loan Center and why we're the best in the business to customers inquiring.
Dive into loan applications, ensuring all info is accurate and completely clarified.
Process loans quickly while sticking to our underwriting guidelines.
Break down loan contracts to customers, making sure they know the ins and outs.
Spot opportunities to approve loans and offer credit limit increases qualifying customers.
Make marketing and informational calls to current customers informing them of how much they have available and other products available.
Reach out to past-due accounts with timely, professional, and courteous calls.
Log clear, concise notes with accurate promise dates in our system.
Calculate payments like a math wizard and answer questions about due dates, interest, and more.
Enter data into our system with precision and keep the office running smoothly.
Other Fun Stuff
Safeguard customer info like it's treasure.
Keep the drawers balances and all money is accounted for.
Open and close locations with your trusty key.
Keep the office sparkling clean and organized.
Step up to cover other locations when needed.
What You Bring to the team
High school diploma or GED-check!
One year of customer service experience to show off your people skills.
Comfortable with computers and basic office equipment.
Killer communication skills (English/Spanish bilingual is a bonus!).
Cash handling, lending, or collections experience? Even better!
Ready to work regular hours (with occasional overtime) and travel between locations.
Reliable transportation and a clean background check.
A passion for teamwork, Dollar Loan Center's Core Values, and crushing it with minimal supervision.
Why You'll Love It
This isn't just a job, it's a chance to make a difference, have fun, and grow with a team that's all about winning together. We work hard to provide a safe and clean environment for our customers, and you get to be part of that! We fill a need in the community and it is essential to those we help. We like to promote from within, offer opportunities to our hardest working and most dedicated staff and recognize rock stars! Ready to join the Dollar Loan Center crew? Submit your resume or fill out the application now!
All offers of employment at Dollar Loan Center are contingent upon clear results of a thorough background check. Background checks will be conducted on all final candidates and on all employees who are promoted, as deemed necessary.
Mortgage Closer
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.)
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-Apply