Document Servicer

Tri City National Bank; West Allis (WI); On-site; USD 30,000 - 39,000; 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 Document Servicer to handle paid, purged, and partial loan releases and ensure collateral is released in compliance with state statutes and bank procedures. You’ll collaborate with loan officers, compliance teams, and auditors to provide essential document support.

The in-office role is based at our West Allis operations center, offering a steady schedule with competitive hourly pay and strong benefits. Opportunity for growth within community-focused banking.

Qualifications

• Experience in banking, loan processing or document management.
• Knowledge of OPUS, FIS Insight, Abrigo-Sageworks or Simplifile-DocBuilder is beneficial.
• Strong organizational skills and accuracy with tasks.

Responsibilities

• Process paid loan notes and release collateral per laws and procedures.
• Prepare and electronically record satisfactions using Simplifile-DocBuilder.
• Terminate UCC filings and liens through DealerTrack as applicable.
• Organize and retain loan files per policies and regulatory guidelines.
• Classify, alphabetize, and research documents to ensure proper documentation.
• Manage email requests from officers, team and auditors, providing documents and support.
• Assist in writing/updating procedures and participate in annual reviews.
• Support loan servicing process with additional duties as needed.

Skills

Banking experience

Loan processing

Document management

Microsoft Excel

Microsoft Outlook

Communication skills

Attention to detail

Tools

OPUS

FIS Insight

Abrigo-Sageworks

Simplifile-DocBuilder

Job description

Overview

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.

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.

Qualifications

• 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:

• 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 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.)