Loan Servicing Specialist
Community State Bank•Union Grove, WI
•Onsite
About The Position
The Loan Servicing Specialist position is responsible for performing the necessary duties to make sure loans are processed correctly after closings and protects Community State Bank with properly recording collateral per policy and procedures. This position shares responsibilities for exception tracking, processing payments, customer research requests, Cash Management and Business Manager processing.
Requirements
- High School Diploma.
- 1 year loan operations or 2 years of banking experience
- Loan documentation knowledge preferred.
- Basic knowledge of Adobe Acrobat, Microsoft Word, Excel and Outlook.
- Ability to be proficient in multiple software programs.
- Detail oriented, dependable, organized and the ability to multi-task.
- Excellent written and verbal communication skills required.
- Responsible for meeting deadlines as set forth by Supervisor.
Nice To Haves
- Loan documentation knowledge preferred.
Responsibilities
- Complete data entry of new commercial, agricultural and consumer loan bookings, loan disbursing, perfecting collateral, research and servicing of all loan types on the loan operation system
- Verify and review all loan documents are executed properly and make corrections as necessary
- Submit payments for various invoices, work with title companies
- Monitors and resolves past due loan exceptions including real estate, MVD liens and release of collateral from other institutions
- Process daily mail payments received
- Reviews and completes UCC continuations, when appropriate
- Review Posted Transactions from prior day to proactively monitor customer activity
- Review current and follow up on cancellation of insurance policies to ensure proper insurance is kept on collateral
- Add, Change or Delete commercial cash management requests and assist customers as needed
- Review and complete monthly internal loan reports
- Perform daily paid loan reports and release collateral as needed
- Process and Balance Floor Plan accounts
- Responds to customer inquiries immediately, whether in person, telephone call or email request
- Maintain a current working knowledge of all internal policies and procedures, laws and regulations
- Initiate and maintain a thorough working knowledge of software and equipment utilized by the department
- Provide feedback concerning documentation deficiencies
- Maintains a cooperative and professional manner with internal and external customers
- Promotes and protects the interest in the Bank at all times
- Promote CSB as a relationship bank with community focus by being involved in Community projects/activities
- Believes in and supports our Mission, Vision and Values
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
