Loan Operations Specialist ll

Priority Dispatch Corp.; Wisconsin; On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with employer match

Paid time off

Life and disability insurance

Tuition reimbursement

Wellness program

Banking perks

Job summary

Fortifi Bank in Berlin, WI is seeking a Loan Operations Specialist II to support loan documentation, funding, and quality control across commercial, real estate, consumer, and HELOC loans. You will prepare closing documents, ensure accuracy, and maintain systems.

The role emphasizes attention to detail, analytical problem-solving, and the ability to manage multiple priorities independently while upholding compliance and Fortifi's core values.

Qualifications

• Three or more years of banking or loan operations experience preferred.
• Strong attention to detail and organizational skills.
• Ability to work independently and manage multiple priorities.
• Strong analytical and problem-solving skills.
• Understanding of loan documentation, funding, and operational processes.
• Commitment to quality, compliance, and continuous improvement.
• Desire to learn, grow, and support fellow team members.

Responsibilities

• Prepare loan closing documents for commercial, real estate, consumer, and HELOC loans.
• Perform loan funding activities.
• Maintain and update loan systems and records.
• Conduct quality control reviews and file audits.
• Identify and resolve documentation deficiencies.
• Generate and review reports.
• Provide support across multiple loan operations functions.
• Assist with compliance, audit readiness, and process improvement initiatives.
• Uphold Fortifi Bank's Core Values at all times.
• Participate in ongoing training and cross-functional learning opportunities.

Skills

Attention to detail

Analytical problem-solving

Time management

Independent worker

Organizational skills

Job description

# Loan Operations Specialist llBerlin 140 - Berlin, WI 54923## OverviewPosition TypeFull Time## Description### **Join Fortifi Bank and help keep the lending process moving.**At Fortifi Bank, our Loan Operations team plays a critical role in creating great experiences for both our clients and lending teams. As a **Loan Operations Specialist II**, you'll use your attention to detail, problem-solving skills, and operational expertise to support loan documentation, funding, quality control, and other key lending functions.At Fortifi Bank, we do things the Fortifi Way. We believe in Supporting Each Other, Building Relationships, providing Seamless Service, and maintaining a Can-Do Attitude. We're passionate about helping our communities grow and creating an environment where team members can learn, contribute, and build rewarding careers. ### **Job Details:*** Prepare loan closing documents for commercial, real estate, consumer, and HELOC loans* Perform loan funding activities* Maintain and update loan systems and records* Conduct quality control reviews and file audits* Identify and resolve documentation deficiencies* Generate and review reports* Provide support across multiple loan operations functions* Assist with compliance, audit readiness, and process improvement initiatives* Uphold Fortifi Bank's Core Values at all times* Participate in ongoing training and cross-functional learning opportunities### **Benefits:*** Team-oriented culture with an eNPS well above industry standard* Health, dental, and vision insurance* 401(k) and employer match* Paid time off, volunteer PTO, and birthday PTO* Life and disability insurance* Tuition reimbursement* Wellness program* Banking perks### **Qualifications:*** Three or more years of banking or loan operations experience preferred* Strong attention to detail and organizational skills* Ability to work independently and manage multiple priorities* Strong analytical and problem-solving skills* Understanding of loan documentation, funding, and operational processes* Commitment to quality, compliance, and continuous improvement* Desire to learn, grow, and support fellow team membersIf you're someone who enjoys solving problems, working behind the scenes to make things happen, and being part of a team that supports one another, we'd love to hear from you.**Apply today and grow your career with Fortifi Bank.**