Document Servicer

Tri City National Bank; Milwaukee (WI); On-site; USD 46,000 - 58,000; 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 in West Allis, WI, is seeking a Document Servicer to handle paid, purged, and partial loan releases, ensuring collateral releases comply with state laws and internal procedures while maintaining accurate loan records. You will collaborate with loan officers, compliance teams and auditors to provide essential document support.

This in-office role requires banking experience, strong MS Office skills, and the ability to lift 20–25 pounds.

Qualifications

• Banking, loan processing, or document management experience.
• Familiarity with OPUS, FIS Insight, Abrigo-Sageworks, or Simplifile-DocBuilder is a plus.
• Strong organizational skills and attention to detail.
• Proficient in Outlook and Excel.
• Excellent communication and customer service, handling sensitive information.
• Ability to lift 20–25 pounds.

Responsibilities

• Process paid loan notes and release collateral per state laws and internal procedures.
• Prepare and electronically record satisfactions using Simplifile-DocBuilder.
• Terminate UCC filings with relevant agencies. Terminate our lien for vehicles through DealerTrack.
• Organize and retain loan files in accordance with policies and regulatory guidelines, maintaining accurate records.
• Classify, alphabetize, and research documents as needed to ensure proper documentation.
• Manage email requests from officers, team members, and auditors, providing loan documents and support.
• Assist in writing and updating procedures and participate in annual reviews.
• Perform additional responsibilities as needed to support the loan servicing process.
• Experience in banking, loan processing, or document management.
• Knowledge of OPUS, FIS Insight, Abrigo-Sageworks, or Simplifile-DocBuilder is beneficial.
• Strong organizational skills, with the ability to prioritize tasks and maintain accuracy.
• Proficiency in Microsoft Office (Outlook and Excel).
• Excellent communication and customer service skills, with the ability to handle sensitive and time-sensitive information.

Skills

Loan processing

Document management

Banking

Microsoft Office

Customer service

Tools

OPUS

FIS Insight

Abrigo-Sageworks

Simplifile-DocBuilder

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.

As a Document Servicer, you'll manage the processing of paid, purged, and partial loan releases. You'll ensure that loan collateral is released in compliance with state statutes and bank procedures, while maintaining accurate loan records. This role involves collaborating with loan officers, third parties, compliance teams, and auditors to provide critical document support.

Compensation $22.00 - $28.00 per hour depending on experience

This position is located in-office at our operations center located in West Allis, WI.

• Process paid loan notes and release collateral per state laws and internal procedures.
• Prepare and electronically record satisfactions using Simplifile-DocBuilder.
• Terminate UCC filings with relevant agencies. Terminate our lien for vehicles through DealerTrack.
• Organize and retain loan files in accordance with policies and regulatory guidelines, maintaining accurate records.
• Classify, alphabetize, and research documents as needed to ensure proper documentation.
• Manage email requests from officers, team members, and auditors, providing loan documents and support.
• Assist in writing and updating procedures and participate in annual reviews.
• Perform additional responsibilities as needed to support the loan servicing process.
• Experience in banking, loan processing, or document management. Knowledge of OPUS, FIS Insight, Abrigo-Sageworks, or Simplifile-DocBuilder is beneficial.
• Strong organizational skills, with the ability to prioritize tasks and maintain accuracy.
• Proficiency in Microsoft Office (Outlook and Excel).
• Excellent communication and customer service skills, with the ability to handle sensitive and time-sensitive information.
• Ability to lift and carry files/boxes weighing 20-25 pounds.

Why Join Us

• 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 6 months
  • 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]

(**Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.)