Commercial Banking Loan Processing Specialist

4 weeks ago


Madison, Wisconsin, United States First Business Bank Full time

At First Business Bank, we're committed to putting people first. Our team embodies ambition, experience, and client focus, resulting in extremely engaged employees who provide unmatched client satisfaction.

We're seeking a Commercial Banking Loan Processing Specialist to join our growing team in Madison. As a key member of our loan processing team, you'll be responsible for timely and professional response to emails and telephone calls to the loan department.

Key Responsibilities:

  • Post loan payments and advances on loans
  • Perform address changes and risk rating changes
  • Loan reports
  • Credit Verifications
  • Follow up on items in monthly tickler reports
  • Prepare loan payoff statements
  • Timely and professional response to emails and telephone calls to the loan department
  • Loan Documentation
  • Determine loan request has appropriate approval as required by loan policy
  • Prepare loan documents as requested for loan officers, as assigned
  • Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy
  • Book Loans
  • Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner
  • Prepare FTM transactions, wire funds and request cashier's checks in order to distribute funds as requested by the loan officer
  • Loan Filing
  • Create or add to existing loan file and forward documents to other Review Representatives for editing and final review
  • Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner
  • Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions
  • Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner

Requirements:

  • High school diploma
  • Prior experience in general banking (i.e. teller), cash handling or cash office (such as retail, etc.), basic operations and analysis
  • Banking operations experience preferred, but not required
  • Ability to work independently and use independent judgment with minimal supervision
  • Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented
  • Strong desire to be curious and inquisitive, and self-confidence to ask questions

First Business Financial Services, Inc. is committed to providing equal employment opportunity to all applicants and employees regardless of their race, creed, color, religion, gender, age, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, transgender status, or any other characteristic protected by federal, state or local law.



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