Loan Operations Servicing Specialist

Johnson Financial Group•Racine, WI

About The Position

The Loan Operations Servicing Specialist boards new and renewed commercial and consumer loans and supports servicing throughout the life of each loan, maintaining accurate and complete data in bank systems. The role works with business partners across markets to research and resolve client issues and serves as a resource on the loan system and client loan information. The position also supports leasing-system operations, including boarding leases, processing payments, generating invoices, completing system maintenance and month-end close activities for financial reporting. Additional responsibilities include loan quality reporting, consumer loan payoff requests, and monitoring flood insurance on real-estate-secured loans in designated flood zones.

Requirements

One to three years of bank experience is highly desirable.
Excellent PC skills, including Microsoft Office applications.
Ability to research and solve problems independently.
Strong attention to detail and ability to function in a fast-paced environment while balancing multiple priorities.
Strong communication and organizational skills.
Self-motivated and able to collaborate in an agile team environment.

Nice To Haves

One to three years of bank experience.

Responsibilities

Upload or manually board new and renewed commercial and consumer loans through the interface with the loan document system.
Manually board attorney-prepared notes and other complex notes that cannot be uploaded through the interface.
Process loan payments, draw requests, and general loan-system maintenance.
Serve as a loan operations contact across markets for commercial loan coordinators, credit analysts, commercial relationship managers, and retail bankers.
Monitor daily system reports for accuracy and exceptions, and resolve identified issues.
Board leases to the leasing system, process lease payments, and support leasing relationship managers and leasing assistants.
Generate lease invoices and perform weekly and monthly maintenance and monthly close-out in the lease system for financial reporting.
Review monthly loan-system quality reports and make changes to ensure correct coding and reporting; review reports with department management to discuss training needs or process changes.
Process consumer loan payoff requests, verify information and authorization before releasing information, and support the processing of consumer paid loans.
Monitor flood insurance on real-estate-secured loans designated in a flood zone, ensure current and correct insurance information is received and entered into the loan system, and execute the force-placed insurance process for lapsed or cancelled policies.
Perform other duties as assigned.