Commercial Processor - West Allis

Tri City National Bank; Milwaukee (WI); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Medical, dental, and vision coverage

Paid vacation

Job summary

Tri City National Bank is seeking a Commercial Processor in Milwaukee to support commercial loan officers by processing loans, preparing documents for closing, and coordinating with customers and vendors. The role requires careful document handling, attention to detail, and solid knowledge of loan processes.

Responsibilities include reviewing credit documents, ensuring regulatory compliance, balancing transactions, and assisting post-closing activities.

Qualifications

• Minimum 3 years LaserPro commercial experience.
• Ability to prioritize work to meet deadlines.
• Strong organizational skills and attention to detail.

Responsibilities

• Process commercial loans with the loan officer, ensuring complete and compliant documents.
• Prepare loan documents for closing using information from the loan application, profile, and title policy.
• Review credit files to determine additional documentation needs (entity papers, credit reports, contracts, title, etc.).
• Balance transactions by verifying wires, payoffs, and generating general ledger tickets and cashier’s checks.
• Post-closing processing may include instruction letters and coordination with title company.
• Maintain procedures to ensure compliance with regulations and bank policies.
• Greet visitors as Loan Servicing Receptionist and maintain the visitor log.
• All other duties as assigned.

Skills

LaserPro

Organizational skills

Attention to detail

Prioritization

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth.

The Commercial Processor is responsible for providing support and assistance to commercial loan officers. This individual will process commercial loans which will include obtaining information from the customer, internal departments, and ordering through third-party vendors. Preparing commercial loan documents, composing correspondence, and coordinating closings.

Compensation $25.00 - $30.00 per hour depending on experience.

• Confirm loan approval authority as defined by bank policy; review and obtain an understanding of the loan transaction from the Loan Profile. Determine that initial underwriting documentation is present according to the approval document (Profile).
• Work with the Loan Officer to process and prepare loan documents for closing of commercial loans, assuring the completeness of the documents and compliance with applicable regulations. Obtain the supporting documentation and prepare various loan documents using information from the loan application, profile, and title policy.
• Review Credit file and determine additional documentation needs to support underwriting requirements, such as entity papers, credit reports, purchase contracts, lien searches, title work, appraisal or evaluation, environmental questionnaire, survey, life insurance, and property & liability insurance. Order supporting documentation from approved vendors and work with loan officer or customer as needed.
• Review loan documents, LTV and Policy Exceptions worksheets for completion and accuracy prior to delivery to appropriate branch location. Request assistance from loan officers to clarify, affirm and amend information as necessary.
• Balance transactions by verifying wires, payoffs, and preparing all general ledger tickets and cashier’s checks for disbursement.
• May process loan file post-closing, including preparation and delivery of instruction letter and closing packet to the title company, processing of general ledger tickets, delivery of signed loan documents to data entry and coordination with the Document Servicing to secure collateral.
• Responsible for maintaining and preparing assigned procedures to ensure compliance regulations and bank policies are being met.
• Responsible for Loan Servicing Receptionist which includes greeting visitors, notifying co-workers when their appointment has arrived, and maintaining the visitor log.
• All other duties as assigned.
• Strong organizational skills and attention to detail.
• minimum 3 years LaserPro commercial experience
• Ability to prioritize work to meet deadlines, oversee goals and projects to ensure they’re completed in a timely manner.
• Ability to think critically and use good judgment in decision making to identify and define problems, collect data, establish facts and draw valid conclusions.
• Ability to respond to common inquiries or complaints from customers, co-workers or vendors and regulatory agencies.
• Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management.
• Must understand and comply with company policies and procedures.
• Ability to deal with several abstract or concrete variables simultaneously.
• Ability to use internet browsers and Microsoft Office programs, specifically Word, Outlook and Excel.
• Ability to maintain a friendly, helpful and courteous attitude when working with customers or co-workers under diverse conditions to provide excellent customer service.

Why Join Us

• Community Impact Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
• Innovation Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
• Career Growth Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
• Celebration of Success Join a team that values and celebrates individual and collective achievements.
• Work Life Balance No early mornings or late nights, enjoy a predictable schedule with major holidays off.
• Great Employee Benefits that start on the 1st of the month after your hire date!
  • Part‑Time
    • 401(k) with company match
    • Up to 20 hours of paid vacation after 3 months (must work an average of 20+ hours per week in order to be eligible for paid vacation.)
  • Full‑Time
    • 401(k) with company match
    • Tuition reimbursement
    • Medical, dental, and vision coverage
    • Paid vacation and more!

Equal Opportunity Employer/Veterans/Disabled

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Reasonable Accommodation

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or [e-mail]