Commercial Loan & Client Services Specialist

WNB Financial, N.A.; Altoona (WI); Presencial; USD 42 000 - 60 000; Tempo integral

Resumo da oferta

WNB Financial, N.A. in Wisconsin is seeking a Loan Processor to assemble and upload business loan documents, finalize closings, and support clients with inquiries.

The role emphasizes accuracy, confidentiality, and strong communication as you maintain collateral records, process payments, and ensure compliance with federal and state regulations.

Applicants should have at least a high school diploma and banking or administrative experience; familiarity with loan systems is a plus.

Qualificações

• High school diploma or equivalent; accounting or business preferred (Associate’s degree).
• 1+ years customer service or administrative banking experience.
• Ability to handle confidential information and maintain accuracy.
• Proficient communication, typing, data entry, and time-management skills.

Responsabilidades

• Originate and process loan documentation and upload loans into the core system.
• Maintain loan files, process payments and advances, and update collateral tracking.
• Prepare client correspondences and assist clients with inquiries and problem resolution.
• Close and organize loan files; provide service in person, by phone, and via email.

Conhecimentos

Customer service

Administrative skills

Communication skills

Data entry

Time management

Formação académica

High school diploma or equivalent

Associate’s degree preferred

Ferramentas

Silverlake Core Banking

Microsoft Office

Descrição da oferta de emprego

WNB Financial, N.A. in Wisconsin is seeking a Loan Processor to assemble and upload business loan documents, finalize closings, and support clients with inquiries.

The role emphasizes accuracy, confidentiality, and strong communication as you maintain collateral records, process payments, and ensure compliance with federal and state regulations.

Applicants should have at least a high school diploma and banking or administrative experience; familiarity with loan systems is a plus.