Consumer Loan Documentation Specialist

Lake Ridge Bank • Verona, WI

3d • Onsite

About The Position

Join Lake Ridge Bank as a Retail Loan Documentation Specialist based out of our Verona office. This role plays a key role in ensuring a seamless loan experience by preparing, reviewing, and processing a variety of retail loan documents with accuracy and efficiency. This detail-oriented professional partners closely with internal teams and clients to support everything from loan closings to modifications, while maintaining a high standard of service. Ideal candidates are organized, adaptable, and thrive in a fast-paced environment where precision and client experience matter. This is a great opportunity for someone who enjoys balancing administrative expertise with meaningful contributions to the lending process.

Requirements

• Solid understanding of financial products and services.
• Well-developed interpersonal and communication skills in order to effectively communicate with associates and clients.
• Associate’s degree in business, Accounting, Finance, or similar education and/or 2 or more years of experience preferably within a financial institution setting.
• Strong working knowledge of Microsoft Office Suite, along with proficient keyboarding skills.
• Good accounting/math skills to work precisely with numbers and financial calculations.
• Enhanced ability to and willingness to learn new programs, software, and technology.
• Demonstrated problem solving skills with the ability to make good decisions and exercise independent judgement.
• Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast -paced environment.
• Strong attention to detail with excellent follow up skills and the ability to work efficiently, accurately, and independently.
• Willingness to work toward goals and performance standards of the department including the ability to put forth extra effort necessary to make the department a successful operation: (i.e. working additional hours, attending outside educations programs, etc.)
• Flexibility with hours in order to meet the demands of the department.
• Ability to speak, read, write, and understand English well and speak clearly.
• Ability to maintain confidential client or bank information.
• Demonstrated ability to represent the organization in a professional, positive manner.

Nice To Haves

• Previous work experience in retail loan processing and/or working with retail loan documents
• Previous experience working in a lending environment, preferably in a financial institution setting

Responsibilities

• Prepare and review retail loan closing documents including HELOC’s, second mortgages and consumer loans.
• Upload retail loans from origination system to host processing system.
• Prepare and process retail loan Modifications, Deferral Agreements, Subordinations and Satisfactions utilizing documentation software.
• Disburse all HELOC, second mortgages and consumer loans.
• Process and track for collateral lien perfections using EXCEL program.
• Process eVIN transactions.
• Process renewals and prepare documentation
• Prepare retail files for scanning and indexing.
• Provide quality service to internal and external clients at all times.
• Complete all annual bank security and compliance training.
• Adhere to Bank Security guidelines as required for this position.
• Always maintain confidentiality of client information.
• Stay current on all compliance regulations.
• Participate in the Retail Loan Team meeting.
• Perform other duties as assigned or requested.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree