On-Site Commercial Loan Processor - Generous PTO & Benefits

Fortebankwi; Town of Hartford (WI); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Competitive Pay

Very Generous PTO 30 days

401(k) with company match up to 4%

Profit sharing

Employee Stock Ownership Program

Health, Dental, Vision, Life

Employee Celebrations and events

Logo Apparel

Job summary

Forte Bank in Hartford, WI is seeking a Commercial Loan Processor to join our team. This on-site role handles end-to-end processing of commercial loans, prepares and reviews documents, coordinates with loan officers, underwriters, and borrowers, and ensures compliance throughout the loan lifecycle.

Duties include booking, recording payments, UCC filings, loan closings preparation, and post-closing audits. Requires high school diploma, 2 years of experience, proficiency with Microsoft Office and

Qualifications

• High School diploma or equivalent required; Associate or Bachelor's degree in Business, Finance, or related field strongly preferred.
• A minimum of 2 years of commercial loan processing experience preferred; training possible for strong transferable skills.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams).
• Familiarity with document management systems and banking software.

Responsibilities

• Prepare and review loan documents for new, renewed, and modified commercial loans.
• Ensure all documentation complies with loan approval terms, bank policies, and regulatory requirements.
• Responsible for complex and high-value commercial loan documentation such as SBA loans, stand-by letters of credit and loan participations bought and sold.
• Review entity documentation to verify legal name, structure, and signatory authority.
• Perform all required booking and follow-up reporting of loan documentation.
• Maintain accurate and current loan records throughout the loan lifecycle.
• Complete loan files, calculate and apply interest, and accurately record payments.
• Apply interest payments, flooring, and maintenance for all dealer floor plans.
• Prepare for loan closing by ordering the appropriate documentation, to include Real estate appraisal or evaluation, title work, UCC filing, flood certificate.
• Provide assistance with maintaining SBA reporting.
• Communicate with loan officers, underwriters, and borrowers to ensure timely and accurate processing.
• Perform UCC filings, continuations, and terminations.

Skills

Attention to detail

Communication

Multitasking

Teamwork

Problem-solving

Independent work

Education

High School diploma or equivalent

Associate or Bachelor's degree in Business, Finance, or related field

Tools

Microsoft Office Suite

Document management systems

Banking software

Job description

Forte Bank in Hartford, WI is seeking a Commercial Loan Processor to join our team. This on-site role handles end-to-end processing of commercial loans, prepares and reviews documents, coordinates with loan officers, underwriters, and borrowers, and ensures compliance throughout the loan lifecycle.

Duties include booking, recording payments, UCC filings, loan closings preparation, and post-closing audits. Requires high school diploma, 2 years of experience, proficiency with Microsoft Office and