Detail-Driven Loan Processing Specialist

Pillar Bank; Village of Baldwin (WI); On-site; USD 42,000 - 56,000; Full time

Job summary

Pillar Bank in Village of Baldwin, WI, is seeking a detail-oriented Loan Assistant/Processor to support the lending team through the loan lifecycle. You will prepare documents, verify information, and coordinate with vendors to keep loans moving smoothly.

The role emphasizes accuracy, strong communication, and the ability to manage multiple tasks while delivering excellent customer service to clients and colleagues alike.

Qualifications

• High school diploma or equivalent required.
• Associate degree in Financial Services, Administrative Assistance, or related field preferred.
• At least one year of related and/or customer service experience preferred.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare and review loan documents and disclosures accurately and in a timely manner.
• Assist customers with loan-related questions in person and over the phone.
• Gather and verify information needed to process and close loans.
• Order appraisals, title work, lien and UCC searches, insurance documentation, credit reports, and other required items.
• Coordinate loan closings with lenders, title companies, attorneys, and other parties as needed.
• Maintain accurate tickler and follow-up systems for insurance, collateral, and other required documentation.
• Process paid loans and prepare applicable payoff or release documentation.
• Provide backup and support to other members of the lending team as needed.
• Deliver exceptional service to our customers and internal teams.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Independent worker

Education

High school diploma or equivalent

Associate degree (Financial Services / Admin Support)

Tools

Microsoft Office (Word, Excel)

Job description

Pillar Bank in Village of Baldwin, WI, is seeking a detail-oriented Loan Assistant/Processor to support the lending team through the loan lifecycle. You will prepare documents, verify information, and coordinate with vendors to keep loans moving smoothly.

The role emphasizes accuracy, strong communication, and the ability to manage multiple tasks while delivering excellent customer service to clients and colleagues alike.