Commercial Loan Processor & Client Service Specialist

WNB Financial NA; Altoona (WI); On-site; USD 42,000 - 52,000; Full time

Job summary

WNB Financial NA seeks an organized loan support specialist to assemble and process commercial loan documentation, upload loans into the core system, and finalize closings. The role also handles payments, collateral tracking, and client inquiries, ensuring compliance with federal and state regulations.

Qualifications include a high school diploma or equivalent and 1+ years in banking customer service or administration, with strong data entry and written communication skills.

Qualifications

• High school diploma or equivalent required.
• 1+ years of customer service or administrative experience in banking.
• Courteous and professional customer service attitude; strong verbal and written communication.
• Computer proficiency with data entry, organization, and follow-up skills.

Responsibilities

• Originate and process loan documentation, ordering and assembling loan docs.
• Upload new loans, renewals, and participations into core system; maintain loan files.
• Process payments and advances; monitor collateral tracking and insurance documents.
• Close and organize loan files; handle correspondence with clients via in-person, phone, and email.
• Assist with additional duties and participate in training as required.

Skills

Customer service

Data entry

Professional communication

Administrative support

Education

High school diploma or equivalent

Tools

Silverlake

Job description

WNB Financial NA seeks an organized loan support specialist to assemble and process commercial loan documentation, upload loans into the core system, and finalize closings. The role also handles payments, collateral tracking, and client inquiries, ensuring compliance with federal and state regulations.

Qualifications include a high school diploma or equivalent and 1+ years in banking customer service or administration, with strong data entry and written communication skills.