Team Lead – Loan Coordinator

First Business Bank • Brookfield, WI

13d • Hybrid

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

• Loan Coordination (50%): 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.
• Team Leadership & Development (30%): 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.
• Quality Control (10%): 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.
• Process Improvement (10%): Recommend and implement process enhancements to improve efficiency, consistency, and performance across markets.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees