Loan Documentation Specialist

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

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Medical, dental, and vision coverage

Paid vacation and more!

Job summary

Tri City National Bank in Milwaukee, WI is seeking a Document Reviewer to ensure consumer and commercial loan documents meet regulatory and internal standards. You will collaborate with loan officers, third parties, and internal teams to resolve discrepancies and maintain compliance.

The role emphasizes thorough reviews, tracking missing information, and performing pre-closing quality checks before disbursement.

Qualifications

• Experience in loan documentation review, banking, or legal document processing.
• Familiarity with MortgageBot, MeridianLink, LaserPro, FIS Insight, or similar platforms.
• Strong organizational skills and ability to manage multiple tasks.
• Excellent communication and customer service skills.
• Team-oriented with ability to collaborate with loan officers and third parties.

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.
• 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.
• Familiarity with MortgageBot, MeridianLink, LaserPro, FIS Insight, or similar platforms.

Skills

Loan document review

Regulatory compliance

Mortgage policy review

Microsoft Office

Communication

Customer service

Team collaboration

Tools

MortgageBot

MeridianLink

LaserPro

FIS Insight

Job description

Tri City National Bank in Milwaukee, WI is seeking a Document Reviewer to ensure consumer and commercial loan documents meet regulatory and internal standards. You will collaborate with loan officers, third parties, and internal teams to resolve discrepancies and maintain compliance.

The role emphasizes thorough reviews, tracking missing information, and performing pre-closing quality checks before disbursement.