Loan Processing Specialist

Pillar; Town of Baldwin (WI); On-site; USD 35,000 - 55,000; Full time

Job summary

Pillar Bank is seeking a detail-oriented Loan Assistant/Processor to support the lending team and customers through the loan lifecycle. You will prepare loan documents, verify details, and coordinate with third-party vendors to keep loans moving smoothly.

The role emphasizes accuracy and confidentiality while handling disclosures, closings, and file maintenance, delivering exceptional service to clients and colleagues in a collaborative bank environment.

Qualifications

• High school diploma or equivalent is required.
• Associate degree in Financial Services, Administrative Assistance, or related field preferred.
• At least one year of related and/or customer service experience preferred.

Responsibilities

• Prepare and review loan documents and disclosures accurately and in a timely manner.
• Assist customers with loan-related questions in person and over the phone.
• Gather and verify information needed to process and close loans.
• Order appraisals, title work, lien and UCC searches, insurance documentation, credit reports, and other required items.
• Track outstanding documentation and follow up with vendors to keep loans moving forward.
• Maintain accurate electronic and physical loan, credit, and collateral files.
• Record and process loan documents, including mortgages, vehicle titles, UCCs, satisfactions, and releases.
• Coordinate loan closings with lenders, title companies, attorneys, and other parties as needed.
• Maintain accurate tickler and follow-up systems for insurance, collateral, and other required documentation.
• Process paid loans and prepare applicable payoff or release documentation.
• Provide backup and support to other members of the lending team as needed.
• Deliver exceptional service to our customers and internal teams.
• Maintain confidentiality and follow all applicable Bank policies, procedures, and regulatory requirements.

Skills

Attention to detail

Customer service

Multi-tasking

Strong communication

Organizational skills

Education

High school diploma or equivalent

Associate degree in Financial Services, Administrative Assistance, or related field

One year of related and/or customer service experience

Tools

Microsoft Word

Microsoft Excel

Loan processing software

Job description

Pillar Bank is seeking a detail-oriented Loan Assistant/Processor to support the lending team and customers through the loan lifecycle. You will prepare loan documents, verify details, and coordinate with third-party vendors to keep loans moving smoothly.

The role emphasizes accuracy and confidentiality while handling disclosures, closings, and file maintenance, delivering exceptional service to clients and colleagues in a collaborative bank environment.