Detail-Oriented Loan Operations Specialist

Kids for the Future

Whitewater (WI)

On-site

USD 42,000 - 56,000

Full time

5 days ago
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Job summary

First Citizens State Bank is seeking a detail-oriented Loan Servicing Specialist to support back-office loan operations in Whitewater, WI. You will balance loan activity, process payments, and maintain data accuracy in core systems.

The role requires strong Excel skills, the ability to work independently, and excellent communication with customers and internal staff. On-site position with steady daily responsibilities and ongoing training on regulatory standards.

Qualifications

  • High school diploma required.
  • Prior banking or loan operations experience is a plus but not required.
  • Strong attention to detail with excellent organizational skills.
  • Excellent communication and customer service skills.
  • Ability to work independently, prioritize tasks, and meet deadlines.
  • Proficient in Microsoft Excel and general computer literacy.

Responsibilities

  • Balance loan activity across all loan types and process payments to third-party vendors accurately and on time.
  • Track and maintain loan-related data in Excel, including year-end reporting and monthly productivity reports.
  • Monitor and follow up on vehicle titles to ensure proper documentation and lien placement.
  • Process funding requests, including Freddie Mac deliveries and wire transfers.
  • Ensure all loan documentation is accurate and compliant with internal policies and regulatory standards.
  • Perform loan account maintenance and data updates in the core system.

Skills

Attention to detail
Organizational skills
Customer service
Independent work
Communication

Education

High school diploma

Tools

Microsoft Excel

Job description

First Citizens State Bank is seeking a detail-oriented Loan Servicing Specialist to support back-office loan operations in Whitewater, WI. You will balance loan activity, process payments, and maintain data accuracy in core systems.

The role requires strong Excel skills, the ability to work independently, and excellent communication with customers and internal staff. On-site position with steady daily responsibilities and ongoing training on regulatory standards.

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