Loan Operations Intern

Ixonia Bank; Town of Ixonia (WI); Presencial; USD 21 000 - 30 000; Tempo integral

Resumo da oferta

Ixonia Bank offers a paid onsite internship for Summer 2027 starting on or after May 3, 2027. The role focuses on loan processing, document filing, and customer inquiries, with opportunities to work with Business Online Banking.

Qualifications include a high school diploma or equivalent and 1–2 years in banking/loan experience. Strong organizational and communication skills are required; familiarity with Word, Excel, Outlook, and loan systems is a plus.

Qualificações

• High School diploma or equivalent.
• 1–2 years banking and/or loan experience preferred.
• Excellent organizational skills and verbal/written communication.
• Experience with Word, Excel, Outlook and loan systems is a plus.

Responsabilidades

• Type and process new loans and renewals.
• File recorded documents and insurance information.
• Participation Loans – sending/receiving payments and loan advances.
• Review loan documents and loans posted to loan system.
• Balance of daily GL loan accounts; review and mail loan notifications.
• Close out paid loan files.
• Assist with Business Online Banking setup and customer inquiries.

Conhecimentos

Organizational skills

Verbal communication

Written communication

Formação académica

High School diploma or equivalent

Ferramentas

Word

Excel

Outlook

Bank Manager software

HMDA loan data systems

Descrição da oferta de emprego

At Ixonia Bank, we pride ourselves on our core values which are evident in our work, how we interact with each other, & how we take care of our customers. We believe every individual counts! Our highly-qualified, driven employees continually strive to give Ixonia Bank customers a personal banking experience. If you are interested in joining the Ixonia Bank team, we invite you to check out opportunities that match your skills and talents. We offer rewarding careers, all within a professional and friendly work environment.

This paid, onsite internship is posted for the Summer of 2027, estimated start date would be on or shortly after May 3, 2027.

Principal Duties and Responsibilities:

• Type and process new loans and renewals.
• File recorded documents and insurance information.
• Participation Loans – sending/receiving payments and loan advances.
• Review loan documents and loans posted to loan system.
• Balance of daily GL loan accounts; review and mail loan notifications.
• Close out paid loan files.
• Assist with Business Online Banking setup and customer inquires.

Qualifications - Job Knowledge, Skills and Abilities: (Competencies)

• Excellent organizational skills; good verbal and written communication skills.
• Knowledge of Word, Excel, Outlook, Gulf Pak Loans and Census Traks Plus HMDA loan, Bank Manager software preferred, but not required.
• Handle confidential records as needed for the department.

Education, Experience or Equivalent:High School diploma or equivalent. 1 -2 years banking and/or loan experience preferred.

Qualifications

Education

Required

High School or better.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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