Loan Servicing Specialist

Community State Bank; Union Grove (WI); On-site; USD 40,000 - 54,000; Full time

Job summary

Community State Bank in Wisconsin seeks a detail-oriented Loan Servicing Specialist to ensure accurate post-closing loan processing and proper collateral recording across all loan types.

You will handle data entry, payments, research requests, and monitoring of past-due accounts while collaborating with internal teams and customers in a professional, community-focused environment.

Qualifications

• High School Diploma required.
• 1 year loan operations or 2 years banking experience preferred.
• Proficient in Adobe Acrobat, Word, Excel and Outlook.
• Ability to be proficient in multiple software programs.

Responsibilities

• Enter data for loan bookings and servicing.
• Verify loan documents and correct errors.
• Process payments and work with title companies.
• Monitor past-due loan exceptions including real estate and liens.
• Respond to customer inquiries via in person, phone or email.
• Maintain knowledge of internal policies and procedures.

Skills

Detail oriented

Dependable

Organized

Multi-tasking

Excellent communication

Education

High School Diploma

Tools

Adobe Acrobat

Microsoft Word

Excel

Outlook

Job description

Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth.

At Community State Bank, we are more than just a bank, we focus onbuilding strong successful partnerships based on respect and trust. Our goal is providingopportunity to our customers, employees, and the communities we serve.

Loan Servicing Specialist

The Loan Servicing Specialist position is responsible for performing the necessary duties to make sure loans are processed correctly after closings and protects Community State Bank with properly recording collateral per policy and procedures. This position shares responsibilities for exception tracking, processing payments, customer research requests, Cash Management and Business Manager processing.

Essential Duties and Responsibilities:

• Complete data entry of new commercial, agricultural and consumer loan bookings, loan disbursing, perfecting collateral, research and servicing of all loan types on the loan operation system
• Verify and review all loan documents are executed properly and make corrections as necessary
• Submit payments for various invoices, work with title companies
• Monitors and resolves past due loan exceptions including real estate, MVD liens and release of collateral from other institutions
• Process daily mail payments received
• Reviews and completes UCC continuations, when appropriate
• Review Posted Transactions from prior day to proactively monitor customer activity
• Review current and follow up on cancellation of insurance policies to ensure proper insurance is kept on collateral
• Add, Change or Delete commercial cash management requests and assist customers as needed
• Review and complete monthly internal loan reports
• Perform daily paid loan reports and release collateral as needed
• Process and Balance Floor Plan accounts
• Responds to customer inquiries immediately, whether in person, telephone call or email request

• Maintain a current working knowledge of all internal policies and procedures, laws and regulations
• Initiate and maintain a thorough working knowledge of software and equipment utilized by the department
• Provide feedback concerning documentation deficiencies
• Maintains a cooperative and professional manner with internal and external customers
• Promotes and protects the interest in the Bank at all times
• Promote CSB as a relationship bank with community focus by being involved in Community projects/activities
• Believes in and supports our Mission, Vision and Values

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and ability required.

Education:

High School Diploma.

Experience:

Ideal candidate will have 1 year loan operations or 2 years of banking experience Loan documentation knowledge preferred. Basic knowledge of Adobe Acrobat, Microsoft Word, Excel and Outlook. Ability to be proficient in multiple software programs.

Skills:

Detail oriented, dependable, organized and the ability to multi-task.

Human Relations:

Excellent written and verbal communication skills required. This position will have contact with both internal and external customers.

Responsibility and Decision-Making:

Responsible for meeting deadlines as set forth by Supervisor.

Supervision of Others:

N/A

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include: close vision, distance vision and ability to adjust focus. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.

Work Environment:

Normal conditions associated with a general office environment.