Loan Servicing Specialist

Socket.dev; West Bend (WI); Hybrid; USD 26,000 - 33,000; Full time

Benefits offered by this job

Sign-on bonus

Hybrid work schedule

Tuition Reimbursement

Medical, Dental, Vision Insurance

401(k) matching

Paid Time Off

Paid holidays

Life Insurance

Short & Long-Term Disability

Job summary

Time Investment Company is seeking a Loan Servicing Specialist to manage loan files through the lending lifecycle, ensure accuracy, and support funding, document review, and compliance. The role requires in-office presence 2 days weekly to handle mail and admin tasks within a hybrid work model.

You will review files, respond to consumer disputes via credit bureaus, and maintain quality standards while delivering exceptional service to internal and external customers.

Qualifications

• High school diploma or equivalent; associate/bachelor preferred.
• 2–5 years in loan administration, processing, servicing or related admin roles.
• Ability to maintain confidentiality and work independently or in a team.

Responsibilities

• Manage loan files through the lending lifecycle with accuracy.
• Process funding, review documents, and maintain file maintenance.
• Investigate and respond to consumer disputes via credit bureaus.
• Provide administrative support and handle mail in the office on site 2 days/week.

Skills

Attention to detail

Organizational skills

Time management

Prioritization

Recordkeeping

Verbal communication

Written communication

Phone etiquette

Email etiquette

Customer service

Problem solving

Excel

Word

Outlook

Loan systems

Data entry

Typing

Discrepancy resolution

Critical thinking

Decision making

Loan documentation

Loan funding

Electronic records

Education

High school diploma

Associate's degree

Bachelor's degree

Tools

Loan origination systems

Document management systems

Job description

Description

Why Time Investment Company?

We are a company that is driven by our Core Principles of Service, Excellence, Integrity, Generosity and Fun! We raise the bar on point-of-sale financing through our people, our culture, and our commitment to both dealers and customers.

About our West Bend location:

North of Milwaukee, our TIC office is in West Bend’s beautiful historic district filled with the charm of repurposed early 20th century buildings. With many restaurants to choose from and the Eisenbahn State Trail nearby for a quick stroll, you will always find something to do and see.

Position Summary:

The Loan Servicing Specialist is responsible for managing loan files throughout the lending lifecycle, ensuring accurate documentation, timely processing, regulatory compliance, and exceptional service to internal and external customers. This role supports loan funding, document review, file maintenance, investigating and responding to consumer disputes through the credit bureaus, and administrative functions while maintaining high levels of accuracy, efficiency, and operational quality. This role is required to come into the office 2 days per week to handle incoming correspondence via mail and other administrative duties.

What’s in it for you?

$1000 sign on bonus after 90 days

10% extra night and weekend shift differentials

Hybrid - Work-From-Home, including training period

Flexible work schedule

Computer equipment and headset provided

Tuition Reimbursement

Medical, Dental, Vision Insurance

Life Insurance, Short and Long-Term Disability

Contribute to your 401(k) after the first 60 days; earn 4% company-matched funds after six months

Paid Time Off, up to 80 hours the first year

Additional 8 hours Birthday Month PTO

Potential for an additional 8 hours Volunteer PTO

Paid holidays

Salary Range - $19.00-$24.00

Requirements

Organizational & Administrative Skills

• Strong attention to detail and accuracy
• Excellent organizational and time management skills
• Ability to manage multiple priorities and meet deadlines
• Strong recordkeeping and file maintenance abilities

Communication & Customer Service

• Excellent verbal and written communication skills
• Professional phone and email etiquette
• Strong customer service and problem-resolution skills

Technical Skills

• Proficiency in Microsoft Office, particularly Excel, Word, and Outlook
• Experience with loan origination, servicing, or document management systems
• Accurate data entry and typing skills

Analytical & Problem-Solving Skills

• Ability to identify discrepancies and resolve documentation issues
• Strong critical thinking and decision-making skills
• Ability to analyze information and prioritize workflow effectively

Loan Administration & Documentation

• Knowledge of loan documentation, funding, and servicing processes
• Ability to review loan files for completeness and accuracy
• Understanding of lending policies, procedures, and compliance requirements
• Experience maintaining electronic loan records and document management systems

Qualifications:

• High school diploma or equivalent required; Associate's or Bachelor's degree preferred
• 2-5 years of experience in loan administration, loan processing, loan servicing, financial services, or related administrative roles
• Ability to maintain confidentiality and handle sensitive information
• Demonstrated ability to work independently and collaboratively in a team environment

Language Skills

Ability to read and interpret documents such as customer correspondence, accounts logs and procedure manuals. Ability to prepare reports and correspondence. Ability to communicate effectively with customers and other employees of the organization.

Mathematical Skills

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems, involving several concrete variables in standardized situations.

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. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit, talk and/or hear, and/or use hands to finger, handle, or touch objects, tools, or controls. The employee is occasionally required to stand, and/or walk. The employee must occasionally lift and/or move up to 50 pounds, usually waist high, up to 50 feet away. Specific vision abilities required by this job include close vision and the ability to adjust focus. The mental and physical requirements described here are representative of those that must be met by an individual to successfully perform the essential functions of this position.

Protective Clothing Required: None

Work Environment

Work is performed in an office environment. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those individual encounters while performing the essential functions of this position.