Loan Document Reviewer

Tri City National Bank • West Allis, WI

7d

About The Position

Tri City National Bank is seeking a Loan Document Reviewer to review consumer and commercial loan documents and ensure they meet regulatory requirements and internal bank policies. The role works with loan officers, third parties, and internal teams to resolve discrepancies, track missing information, and maintain compliance. Compensation is $18.00–$32.00 per hour, depending on experience.

The position also supports pre-closing quality checks, loan-document exception tracking, audit requests, department communications, and the creation and review of procedures. The bank describes its environment as team-oriented, community-focused, and supportive of personal and professional growth. It offers a predictable schedule, with no early mornings or late nights and major holidays off. Benefits depend on whether the employee works part-time or full-time and begin on the first day of the month after the hire date.

Requirements

• Experience in loan documentation review, banking, or legal document processing.
• Strong organizational skills and ability to prioritize and manage multiple tasks.
• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
• Excellent communication and customer service skills, with the ability to collaborate effectively.

Nice To Haves

• Familiarity with MortgageBot, MeridianLink, LaserPro, FIS Insight, or similar platforms.
• Experience in mortgage or commercial lending.

Responsibilities

• Ensure loan documents are signed, accurate, and complete in accordance with regulatory and bank standards.
• Review final title policies; resolve issues such as open mortgages, liens, and judgments; and ensure proper documentation.
• Coordinate with third parties to obtain releases or endorsements as needed.
• Partner with loan officers, third parties, and internal teams to track, amend, and obtain missing or incomplete documentation.
• Enter exceptions into the tracking system, monitor exception reports, and follow up on outstanding loan documents.
• Conduct pre-closing quality checks to ensure documents meet requirements before loan disbursement.
• Assist with providing documentation for internal and external audits.
• Manage the department inbox and respond to requests and follow up on service-released loans in a timely manner.
• Contribute to writing and updating procedures and assist with annual reviews.

Benefits

• 401(k) with company match (eligibility requires being at least 21 years old).
• Part-time employees: up to 20 hours of paid vacation after 6 months, if they work an average of at least 20 hours per week.
• Full-time employees: tuition reimbursement.
• Full-time employees: medical, dental, and vision coverage.
• Full-time employees: paid vacation.
• Full-time employees: additional benefits.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed