Team Lead – Loan Coordinator

First Business Bank•Madison, WI

6d•Onsite

About The Position

The Team Lead – Loan Coordinator oversees loan coordination and drives operational excellence across markets for commercial loans. In this role, they partner with bankers to deliver exceptional client experiences while managing and developing Loan Coordinators. Setting service standards, coaching team members, and ensuring compliance through rigorous quality control and regulatory oversight is key. Additionally, focusing on collaboration on process improvements to enhance efficiency and consistency is required.

Requirements

Bachelor’s degree in business related field or equivalent work experience
Commercial loan documentation and servicing experience is required.
Experience in loan participation documentation and servicing is required.
Construction loan draw expediting and servicing is required.
Ability to juggle multiple projects at once, balancing priorities and deadlines.
Highly organized and detail oriented
Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.

Responsibilities

Partner with bankers to provide professional loan support and maintain strong client relationships.
Ensure premium client service and trusted partnerships with internal teams and service providers.
Manage and develop Loan Coordinators across markets.
Set service standards, coach team members, create SLAs, and oversee workforce planning.
Support consistency through training, process alignment, and collaboration with the Loan Coordinator Manager.
Conduct loan file audits and monitor compliance with regulatory requirements.
Prepare reports, maintain QC documentation, and collaborate with compliance teams to resolve issues and provide training.
Recommend and implement process enhancements to improve efficiency, consistency, and performance across markets.

Benefits

Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!