Bank of Luxemburg · 6 hours ago
Loan Operations Specialist
Luxemburg, WI
Full-time
Onsite
Mid Level
3+ years expBank of Luxemburg is committed to having a positive impact on people's lives, and they are seeking a Loan Operations Specialist to support their mission. The role involves managing loan documentation, reconciling general ledgers, and ensuring accurate loan file maintenance while providing exceptional customer service.
BankingFinancial Services
Hiring Manager
Susan Neuzil, PHR
Responsibilities
Serves as a Loan Operations Processor Uploads and edits loans to the core system, prepares and submits disbursement checks, scans and files recorded documents, adds tracking as needed
Orders Flood, Appraisals and Insurance and prepares renewal documents and upload to core system
Maintains customer profiles in all loan operating systems, building and maintaining loan and collateral account in Document storage system
Prepares change in terms documents and complete maintenance after signed
Uploads Floor Plans to the core system Researches and answers customer inquires regarding loan information
Opens mail daily, reviewing insurance policies that have been received and information in Bankway
Posts loan payments and processes line of credit transactions
Responsible for the content as well as the accuracy and completeness of the loan file at post closing
Files all customer loan related documents and loan files
Manages flood insurance to include; verify information on flood insurance policy, monitors tracking reports, communicating to customer in timely manner, verify adequate insurance coverage, maintain core system maintenance
Responsible for escrow disbursements: Submits tax and insurance payments
Conducts real estate analysis, core system maintenance, FDM and InfoPro B
Responsible for Balancing Reconciles general ledger loan control on a daily basis correcting entries as needed
Submits and balances Financed Life & Disability Insurance account
Acts on Administrative Functions that Support the Loan Department Prepares paid loans on a timely basis insuring collateral is released when appropriate paid documents are properly stored for future retrieval
Updates UCCs with local government offices monthly
Monitors and reconciles all exceptions on the tracking system
Maintains E-oscar website
Maintains up to date procedures for job tasks
Processes incoming mail for Loan Department reviewing for flood and disbursement documents
Qualification
Required
Minimum of three years related financial industry experience preferred or equivalent experience
Word, Excel and basic computer knowledge required
Must be able to work within deadlines
Strong attention to detail and the ability to multi-task
Strong interpersonal and organizational skills
Ability to work independently
Strong customer service skills
Strong analytical and problem-solving skills
Company
Bank of Luxemburg
Bank of Luxemburg is a banking corporation serving Wisconsin.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Darren Voigt
President & CEO
J
Joe Mauel
CFO
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