Loan Documentation Specialist - Compliance & Closing

CITIZENS FIRST BANK; Viroqua (WI); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Competitive wage

Year-end bonus

Profit sharing

401k contributions

Benefits package

Volunteer PTO

Team events

Job summary

Citizens First Bank in Viroqua is seeking a Loan Document Specialist to join our branch full-time. You will review loan files for compliance with bank policies and regulations, assist customers and internal teams, and resolve loan-related issues.

The role emphasizes attention to detail, confidentiality, and strong communication as you coordinate documentation, prepare files for imaging, and support lending operations across Wisconsin communities.

Qualifications

• Minimum 1 year of accounting, banking, customer service, and/or administrative support experience.

Responsibilities

• Review loan documentation to ensure approvals and compliance.
• Coordinate contacting customers to obtain missing documentation with lending team.
• Verify accuracy of data used for loan documentation and note policy exceptions.
• Prepare files for imaging and maintain loan documentation across all loan types.
• Generate and review document exception reports and follow up as needed.
• Perform due diligence and compliance checks on borrowers and collateral.
• Ensure appropriate loan fees are assessed and third-party payments are processed.
• Assist customers with loan payments and answer inquiries from internal and external customers.
• Cross-train team members for back-up support as needed.
• Adhere to bank policies and regulatory requirements.

Skills

Oral/written communication

Attention to detail

Confidentiality

Problem solving

Education

High school diploma or GED

Job description

Citizens First Bank in Viroqua is seeking a Loan Document Specialist to join our branch full-time. You will review loan files for compliance with bank policies and regulations, assist customers and internal teams, and resolve loan-related issues.

The role emphasizes attention to detail, confidentiality, and strong communication as you coordinate documentation, prepare files for imaging, and support lending operations across Wisconsin communities.