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First Business Bank · 21 hours ago

Team Lead – Loan Coordinator

Madison, WI

Full-time

Hybrid

Lead/Staff

First Business Bank is a Top Workplaces USA company that prioritizes its employees and client satisfaction. The Team Lead – Loan Coordinator oversees loan coordination, partners with bankers to ensure exceptional client experiences, and manages the development of Loan Coordinators while focusing on compliance and process improvements.

Financial Services

Culture & Values

Responsibilities

Partner with bankers to provide professional loan support and maintain strong client relationships. Ensure premium client service and trusted partnerships with internal teams and service providers

Manage and develop Loan Coordinators across markets. Set service standards, coach team members, create SLAs, and oversee workforce planning. Support consistency through training, process alignment, and collaboration with the Loan Coordinator Manager

Conduct loan file audits and monitor compliance with regulatory requirements. Prepare reports, maintain QC documentation, and collaborate with compliance teams to resolve issues and provide training

Recommend and implement process enhancements to improve efficiency, consistency, and performance across markets

Qualification

Commercial loan experienceLoan participation experienceConstruction loan servicingProcess improvementProject managementTechnology aptitudeTeam leadershipDetail oriented

Required

Bachelor's degree in business related field or equivalent work experience

Commercial loan documentation and servicing experience is required

Experience in loan participation documentation and servicing is required

Construction loan draw expediting and servicing is required

Ability to juggle multiple projects at once, balancing priorities and deadlines

Highly organized and detail oriented

Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation