Loan Document Reviewer

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

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 Reviewer, you’ll play a critical role in reviewing consumer and commercial loan documents, ensuring they align with regulatory requirements and internal policies. You’ll collaborate with loan officers, third parties, and internal teams to resolve discrepancies, track missing information, and maintain compliance.

Compensation: $18.00 - $32.00 per hour depending on experience.

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.

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 the ability to prioritize and manage multiple tasks.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Excellent communication and customer service skills, with the ability to collaborate effectively.
• Experience in mortgage or commercial lending is a plus.

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.)