Loan Services Specialist – Community Banking & Growth

Tri City National Bank; West Allis (WI); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation after 6 months

Tuition reimbursement

Medical, dental, and vision coverage

Holidays off

Job summary

Tri City National Bank is seeking a Loan Servicer to provide quality customer service and perform loan data entry and maintenance using the IBS loan system. The on-site role in West Allis, WI requires experience in banking customer service or loan servicing and proficiency with MS Office.

Responsibilities include handling calls and emails, updating loan records, escrow tasks, and preparing payoff letters. Compensation is $20.00 - $28.00 per hour, commensurate with experience and on-site

Qualifications

• Two or more years in banking customer service or loan servicing.
• Understanding of basic bank transactions and loan products preferred.
• Strong verbal and written communication skills.

Responsibilities

• Performs loan data entry of customer and loan information on the IBS loan system for new consumer mortgage and consumer non-real estate consumer loans, as well as new and renewal commercial loans.
• Handles all calls and email inquiries to Loan Services from internal personnel, authorized third parties and bank customers, related to loan accounts including information research and error resolution requests.
• Makes adjustments and corrections to loan account records as needed while complying with regulations and laws related to loan servicing.
• Assists with escrow functions including annual escrow analysis, monitoring hazard insurance payments and PMI removal.
• Aids in reviewing daily reports for identification of adjustments and reconciliation of posting errors to loan accounts and special projects relating to the loan system.
• Responds to loan officer and authorized third party requests for loan payoff quotes and prepares written loan payoff letters in accordance with bank policy and procedure.
• Performs a quality review of new and renewed loans processed by other employees to verify data accuracy, required documentation, system setup, and compliance with applicable bank policies and procedures.

Skills

Banking experience

Loan servicing

Customer service

Microsoft Office

Tools

Microsoft Office

Job description

Tri City National Bank is seeking a Loan Servicer to provide quality customer service and perform loan data entry and maintenance using the IBS loan system. The on-site role in West Allis, WI requires experience in banking customer service or loan servicing and proficiency with MS Office.

Responsibilities include handling calls and emails, updating loan records, escrow tasks, and preparing payoff letters. Compensation is $20.00 - $28.00 per hour, commensurate with experience and on-site