Construction Loan Processing Specialist

1 week ago


Fond du Lac, Wisconsin, United States National Exchange Bank & Trust Full time
Job Overview

Why Choose National Exchange Bank & Trust?
National Exchange Bank & Trust is a reputable, family-owned financial institution with extensive capabilities, dedicated to serving the communities of Southeastern Wisconsin. Established in 1933, we pride ourselves on being a reliable partner in business, a valued employer, and an integral part of the community. At our bank, you will experience a supportive, family-oriented atmosphere, a fulfilling career, and the chance to contribute positively to the communities we serve. We are committed to nurturing talent and promoting an inclusive environment for personal and professional growth.

Position Overview

As a Construction Loan Processing Specialist, your primary responsibilities will include managing construction loan draw requests, updating and disseminating reports, and providing updates on construction loan policies. You will also be responsible for approving pre-construction worksheets, offering subdivision lot payoff terms, and assisting lenders with construction-related training. Furthermore, you will facilitate coordination among lenders, the credit department, the loan services department, and management.

Essential Skills and Attributes

The following skills and attributes are essential for success in this role:

  • Strong interpersonal skills to foster relationships and communicate effectively with internal stakeholders and bank resources.
  • Ability to communicate clearly via phone, in writing, and in person. Address inquiries and resolve issues for lenders and loan staff regarding disbursements; actively listen, gather information, and provide solutions.
  • Proficient computer skills, particularly in Microsoft Office and related software.
  • Capability to work independently while managing multiple tasks and deadlines with precision and urgency.
  • Meticulous attention to detail and the ability to evaluate situations to determine the best course of action for quality control processes.
Qualifications

Ideal candidates will possess the following qualifications:

  • Associate or bachelor's degree in finance, accounting, or a related field is preferred but not mandatory.
  • Relevant banking experience or a combination of education and experience, particularly in construction loan administration, is preferred.
  • A period of approximately six months to one year of on-the-job training is expected to become familiar with various aspects of the loan system and construction loan process flow.
Benefits Offered

National Exchange Bank & Trust provides a competitive benefits package that includes, but is not limited to:

  • Health, Dental, and Vision Insurance
  • Health Savings Account with Employer Contributions
  • Short and Long Term Disability Coverage
  • Employer Paid Life and AD&D Insurance
  • Voluntary Life Insurance, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
  • 401(k) Plan with Employer Match & Profit Sharing
  • Paid Time Off
  • Flexible Scheduling Options
  • Education Assistance Program
  • Product & Service Discounts and more


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