Loan Operations Assistant

Lake Ridge Bank•Cross Plains, WI

13h•Onsite

About The Position

At Lake Ridge Bank, we know great customer experiences start behind the scenes. As a Loan Operations Assistant, you'll play a vital role in supporting our Commercial and Agricultural lending teams by ensuring loan documentation, insurance tracking, and operational processes are handled accurately and efficiently. This position is ideal for someone who enjoys detailed work, thrives in a team-oriented environment, and takes pride in delivering exceptional service to both customers and internal partners. If you're looking for an opportunity to build your banking knowledge while making a meaningful impact in a growing community bank, we'd love to hear from you.

Requirements

Well-developed interpersonal and communication skills (especially listening and verbal) to communicate and relate effectively with customers and associates.
Good accounting/math skills with the ability to work precisely with numbers and financial calculations.
Strong attention to detail with the ability to work efficiently & accurately.
Demonstrated ability in exercising independent judgment.
Strong organizational skills, including the ability to prioritize and remain calm while working in a fast paced/deadline driven environment.
Good working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills and the ability and willingness to learn new programs and software.
Ability to put forth the extra effort necessary to ensure a successful operation, including but not limited to working additional hours, attending educational programs, etc.
Ability to read, write, understand, and speak English clearly.
Ability to represent the organization in a professional, positive manner.
Willingness to work toward the goals and performance standards of the department with a focus on the bank and department mission statements.

Responsibilities

Process daily incoming mail and route to the appropriate area.
Review insurance for new and renewed loans to ensure acceptable proof of insurance is in file prior to closing.
Maintain the files containing original loan documents.
Update Sageworks verifying the receipt of original loan documents.
Process incoming Financial Documents as needed to support the Loan Servicing Team.
Assist in maintaining and producing procedures for tasks in job description.
documents for uploading to the imaging system, Director, for permanent electronic storage.
Review and monitor tickler report for final title policies, recorded documents, vehicle titles, etc.
Process paid notes within the required time which includes preparing satisfactions and lien releases and updating all systems appropriately.
Process all incoming insurance policies, monitor cancellations, invoices, flood, and life insurance policies to ensure proper updates to the core system are made.
Manage financial statement collection process.
Perform back up responsibilities with other team members.
Assist in maintaining and producing procedures for tasks in job description.
Participate in bank and department meetings.
Represent the bank in professional and community activities.
Actively participate in training programs to stay updated on industry trends and technologies.
Partner effectively across all levels of the organization and develop positive working relationships.
Continually develop knowledge, skills, and abilities through internal and external training programs.
Perform all other duties or projects as assigned or requested.