Loan Funding Specialist

Nicolet National Bank; Green Bay (WI); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Life

401(k) with company match

PTO & 11 1/2 paid holidays

Job summary

Nicolet National Bank is seeking a Loan Funding Specialist to accurately upload and funds loans, reconcile ledgers, and handle vendor payments and cashier checks. You will collaborate with the Lending team to ensure accurate disbursements and final documents.

The role requires attention to detail, confidentiality, and strong organizational skills. A positive, collaborative team environment and ongoing learning are emphasized, with standard banking benefits and growth opportunities.

Qualifications

• High school diploma or equivalent required.
• 1–2 years of experience in financial banking preferred.
• Proficient with Microsoft Office (Excel, Word, Teams).
• Strong organizational and numerical reconciliation skills.
• Ability to handle confidential information with discretion.

Responsibilities

• Communicate with Lending team for correct disbursements to general ledgers.
• Process transactions to advance loan proceeds and vendor payments; create cashier checks.
• Assist in reconciling department ledgers and reviewing reporting.
• Maintain Teller system for daily/monthly batching of transactions.
• Ensure accurate final documents with title company and Lending team.
• Review final loan approval conditions and ensure compliance with laws.

Skills

Attention to detail

Strong organizational skills

Strong math skills

Team player

Confidentiality

Continuous learning

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Excel

Teams

Word

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Loan Funding Specialist is responsible accurately uploading and funding loans to the system of record. Responsible for disbursing funds along with reviewing and reconciling General Ledgers, paying fees/invoices to vendors, producing cashier's checks or wire transfers as applicable. Actively communicating with the Team Lead & Lending team.

As a Loan Funding Specialist, you will:

• Communicate with the Lending team for correct disbursements to general ledgers associated with new loans.
• Complete transactions to advance loan proceeds, general Ledger transfers, appraisal, and vendor payments along with creation of cashier checks.
• Assist the Loan Funding Team Lead with reconciliation of department general ledgers and review of reporting on a regular basis.
• Clear and maintain Teller system for daily/monthly batching of transactions.
• Maintain a fluid workflow and timeline of assigned tasks to meet requests of the Lending team.
• Assist in the creation and completion of current policies, procedures, and resources for the department in daily functions and tasks to system of record.
• Work with title company and Lending team to ensure accurate final documents.
• Review final loan approval conditions.
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
• Performs all other duties as assigned.

Qualifications:

• High School Diploma or equivalent
• 1-2 years of positions held within the financial banking industry.
• PC, phone system, general office equipment
• Proficient in using the suite of Microsoft Office systems to include Teams, Excel, Word.
• Ability to maintain strict confidentiality.
• Strong organizational skills with attention to detail and accuracy
• Strong math and account reconciliation skills
• Must be a team player who is enjoys a positive and fluid work environment.
• Willingness and desire for continuous learning to maintain and enhance Professional expertise in field.

Benefits:

• Medical, Dental, Vision, & Life Insurance
• 401(k) with a company match
• PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled