Loan Fulfillment Specialist

Port-Washington-State-Bank; Port Washington (WI); On-site; USD 52,000 - 72,000; Full time

Job summary

Port Washington State Bank is seeking a full-time Loan Fulfillment Specialist at its Port Washington location. This role coordinates the commercial loan closing process from approval through funding and boarding, serving as the operational liaison among lenders, credit administration, staff, attorneys, title companies, borrowers, and third parties.

The position emphasizes file triage, closing coordination, documentation readiness, quality control, and exception tracking to ensure complete,

Qualifications

• High school diploma or equivalent required.
• 3+ years of commercial loan documentation, closing, operations, credit administration, title, paralegal, or related banking experience.
• Experience with commercial real estate, entity documentation, collateral documentation, flood, insurance, title, and post-closing exception tracking preferred.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities while maintaining accuracy.
• Strong verbal and written communication skills.
• Commitment to providing outstanding customer service.
• Ability to read and understand organizational documents, resolutions, insurance evidence, title commitments, flood determinations, and collateral documentation.

Responsibilities

• Loan Approval Review & File Triage
• Prior-to-Close Condition Management
• Closing Coordination
• Quality Control Review
• Commercial Loan Operations Support

Skills

Attention to detail

Organizational skills

Verbal and written communication

Customer service

Multitasking

Education

High school diploma or equivalent

Job description

Port Washington State Bank, a 16-time Top Workplace winner, is a community-minded bank where people build lasting careers. Family-owned since 1899, we put people first: our customers, employees, and communities. With a strong culture, competitive benefits, and a team that supports your growth, you'll feel right at home here. Learn more at pwsb.bank/careers.

PWSB is seeking a full-time Loan Fulfillment Specialist to join our Loan Operations team at our Port Washington location. This position plays an important role in managing and coordinating the commercial loan closing process from approval through funding and loan boarding. The position serves as the operational liaison between lenders, credit administration, commercial support staff, commercial loan processing, attorneys, title companies, borrowers, and other third parties to help ensure commercial transactions close accurately, efficiently, and in accordance with approved terms. The role is responsible for file triage, closing coordination, documentation readiness reviews, quality control, exception management, and workflow monitoring so commercial loan files are complete and documentation-ready before reaching Commercial Loan Processing

Key Functions:

• Loan Approval Review & File Triage
• Prior-to-Close Condition Management
• Closing Coordination
• Quality Control Review
• Commercial Loan Operations Support

What We're Looking For:

• High school diploma or equivalent required
• 3+ years of commercial loan documentation, loan closing, loan operations, credit administration, title, paralegal, or related banking experience required
• Experience with commercial real estate, entity documentation, collateral documentation, flood, insurance, title, and post-closing exception tracking preferred
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities while maintaining accuracy
• Strong verbal and written communication skills
• Commitment to providing outstanding customer service
• Ability to read and understand organizational documents, resolutions, insurance evidence, title commitments, flood determinations, and collateral documentation

Equal Opportunity Employer - Veterans/Disabled