Commercial Loan Operations Specialist

ADP, Inc.; Clintonville (WI); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank First in Clintonville, Wisconsin is seeking a Commercial Loan Servicer to support accurate onboarding, documentation, and post-closing tasks within our lending team.

Your responsibilities include timely entry of loan documentation, assisting with disbursements and fee collection, balancing ledgers, and preparing monthly reports for investors, while maintaining confidentiality and delivering high-quality service to our customers and communities.

Qualifications

• Associate’s degree or equivalent years of experience.
• 1–3 years’ experience in banking documentation preferred.
• Proficient in MS Word, Outlook and Excel.
• Ability to manage multiple tasks simultaneously while supporting a variety of clients and bankers.
• Proven ability to prioritize workload and meet deadlines in a fast-paced environment.

Responsibilities

• Ensure accurate and timely entry of all commercial loan documentation into the bank’s core system.
• Provide support to Business Service Representatives regarding loan disbursements and fee collection.
• Ensure all applicable fees and costs are properly deferred.
• Perform post-closing tasks, including collateral lien perfection, and file exception tracking.
• Scan, image, and index all executed loan documents accurately.
• Process payments and advances for participated loans.
• Complete daily and monthly balancing of loan general ledger accounts, researching and resolving out-of-balance items.
• Prepare and submit monthly reporting to secondary market investors (e.g., USDA, SBA, Farmer Mac).
• Verify new loans and maintenance items entered to the loan system from the previous business day.
• Maintain paper copies of wet signature documents.
• Follow up on outstanding file exceptions and monitor files for pending items.
• Prepare, file, and track UCC continuations.
• Post incoming wire payments accurately and promptly.
• Perform paid-loan processing duties, including payoff transactions, collateral releases, and UCC terminations.
• Add or remove autopay information within the bank’s core system as needed.
• Clear non-post transaction items from the previous day.
• Provide support to Relationship Managers, Business Service Representatives, Commercial Loan Processors and others as needed.
• Adhere to the bank’s Code of Ethics and maintain confidentiality and professionalism.

Skills

Multitasking

Prioritization

Client support

Education

Associate degree or equivalent

Tools

MS Word

Outlook

Excel

Job description

Bank First in Clintonville, Wisconsin is seeking a Commercial Loan Servicer to support accurate onboarding, documentation, and post-closing tasks within our lending team.

Your responsibilities include timely entry of loan documentation, assisting with disbursements and fee collection, balancing ledgers, and preparing monthly reports for investors, while maintaining confidentiality and delivering high-quality service to our customers and communities.