Loan Operations Specialist

Merchants-Bank; Winona (MN); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

FSA benefits

401(k) plan

Paid time off

Tuition reimbursement

Voluntary insurance

Job summary

Merchants Bank in Winona, MN, is seeking a Lending Assistant to support the loan department through a variety of clerical and secretarial duties. The role focuses on initiating loan processes, gathering documents, and ensuring timely processing with attention to accuracy.

Applicants should be well organized, deadline-driven, and capable of multi-tasking in a busy environment. Banking experience with loan documentation is helpful, and strong Excel/Word skills are required.

Qualifications

• Must be well organized and able to multi-task under deadlines.
• Strong customer service and teamwork skills required.
• Proficiency in Microsoft Word and Excel required.

Responsibilities

• Start loan processes for requests and annual reviews in LendingCloud as directed.
• Assist Loan Officers by obtaining information for loans and closing documents.
• Prepare funding and closing paperwork and follow up on outstanding items.

Skills

Customer service

Multi-tasking

Teamwork

Attention to detail

Communication

Tools

Microsoft Word

Microsoft Excel

Job description

Merchants Bank in Winona, MN, is seeking a Lending Assistant to support the loan department through a variety of clerical and secretarial duties. The role focuses on initiating loan processes, gathering documents, and ensuring timely processing with attention to accuracy.

Applicants should be well organized, deadline-driven, and capable of multi-tasking in a busy environment. Banking experience with loan documentation is helpful, and strong Excel/Word skills are required.