Loan Document Review Specialist: Compliance & Closings

Tri City National Bank; West Allis (WI); On-site; USD 25,000 - 44,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Medical coverage

Paid vacation

Dental coverage

Vision coverage

Job summary

Tri City National Bank in Wisconsin is seeking a Document Reviewer to ensure loan documents are accurate and compliant with regulatory standards. You will work closely with loan officers, third parties, and internal teams to resolve discrepancies and track missing information.

The role emphasizes attention to detail, organization, and proficiency with MortgageBot, MeridianLink, LaserPro, and FIS Insight, along with Microsoft Office.

Qualifications

• Experience in loan documentation review, banking, or legal document processing.
• Familiarity with MortgageBot, MeridianLink, LaserPro, FIS Insight, or similar platforms.
• Strong organizational skills with ability to prioritize multiple tasks.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Mortgage or commercial lending experience is a plus.

Responsibilities

• Ensure all loan documents are signed, accurate, and complete in accordance with regulatory and bank standards.
• Review final title policies, resolve issues like open mortgages, liens, and judgments, and ensure proper documentation.
• Coordinate with third parties for releases or endorsements as needed.
• Partner with loan officers, third parties, and internal teams to track, amend, and obtain missing or incomplete documentation.
• Enter exceptions into the tracking system, monitor exception reports, and follow up on outstanding loan documents.
• Conduct pre-closing quality checks to ensure documents meet all requirements before loan disbursement.
• Assist in providing documentation for internal and external audits.
• Manage the department inbox and ensure timely responses to requests and follow-ups on service‑released loans.
• Contribute to writing and updating procedures and assist in annual reviews.

Skills

Loan documentation review

Banking background

Regulatory compliance

Microsoft Office

Tools

MortgageBot

MeridianLink

LaserPro

FIS Insight

Job description

Tri City National Bank in Wisconsin is seeking a Document Reviewer to ensure loan documents are accurate and compliant with regulatory standards. You will work closely with loan officers, third parties, and internal teams to resolve discrepancies and track missing information.

The role emphasizes attention to detail, organization, and proficiency with MortgageBot, MeridianLink, LaserPro, and FIS Insight, along with Microsoft Office.