Lake Ridge Bank · 6 hours ago
Loan Operations Associate
Cross Plains, WI
Full-time
Onsite
New Grad, Entry LevelLake Ridge Bank is seeking a reliable and motivated individual to join their team as a Loan Operations Associate. The Loan Operations Associate is responsible for supporting commercial and ag loan servicing functions by processing incoming mail and original loan documents, while providing excellent service for loan customers and the Loan Operations Teams.
BankingFinanceFinancial ServicesLendingMobile AppsWealth Management
Responsibilities
Process daily incoming mail and route to the appropriate area
Maintain the files containing original loan documents
Update Sageworks verifying the receipt of original loan documents
Process incoming Financial Documents as needed to support the Loan Servicing Team
Assist in maintaining and producing procedures for tasks in job description
Promote and maintain positive relations with all internal and external contacts, customers, and potential customers
Participate in bank and department meetings
Represent the bank in professional and community activities
Actively participate in training programs to stay updated on industry trends and technologies
Partner effectively across all levels of the organization and develop positive working relationships
Continually develop knowledge, skills, and abilities through internal and external training programs
Perform all other duties or projects as assigned or requested
Complete all annual bank security and compliance training
Adhere to Bank Security guidelines for the entire loan area
Always maintain confidentiality of customer information
Qualification
Required
Well-developed interpersonal and communication skills (especially listening and verbal) to communicate and relate effectively with customers and associates
Good accounting/math skills with the ability to work precisely with numbers and financial calculations
Strong attention to detail with the ability to work efficiently & accurately
Demonstrated ability in exercising independent judgment
Strong organizational skills, including the ability to prioritize and remain calm while working in a fast paced/deadline driven environment
Good working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills and the ability and willingness to learn new programs and software
Ability to put forth the extra effort necessary to ensure a successful operation, including but not limited to working additional hours, attending educational programs, etc
Ability to read, write, understand, and speak English clearly
Ability to represent the organization in a professional, positive manner
Willingness to work toward the goals and performance standards of the department with a focus on the bank and department mission statements
Preferred
Previous experience working in a loan operations area or lending environment, preferably within a financial institution setting
Previous experience with Fiserv operating systems
Good working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills
Company
Lake Ridge Bank
Lake Ridge Bank is a banking firm that offers financial products and personal banking services.
Founded in 2023
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott P. Ducke, MBA
Executive Vice President & Chief Operating Officer
Arlyn Steffenson
Executive Vice President and Chief Lending Officer
Recent News
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