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Johnson Financial Group

Banking, mortgage lending, wealth management

Loan Operations Servicing Specialist

Retail & Commercial BankingPosted on Nov 6
Full-timeRacine, WI, USANo salary listedIn-person

About the Job

Requirements

  • One to three years of bank experience is highly desirable.
  • Proficiency with personal computers, including Microsoft Office applications.
  • Ability to research and solve problems independently.
  • Strong attention to detail and ability to function in a fast-paced environment while balancing multiple priorities.
  • Strong communication and organizational skills.
  • Ability to collaborate in an agile team environment.

Responsibilities

  • Board new and renewed commercial and consumer loans to the loan system by upload or manual entry through the loan document system interface.
  • Manually board attorney-prepared notes and other complex notes that cannot be uploaded through the interface.
  • Process payments, draw requests, and general maintenance in the loan system.
  • Serve as the loan operations contact across markets for commercial loan coordinators, credit analysts, commercial relationship managers, and retail bankers.
  • Monitor daily system reports for accuracy and exceptions and resolve issues.
  • Board leases to the leasing system, process lease payments, and support leasing relationship managers and leasing assistants.
  • Generate lease invoices and perform weekly and monthly system maintenance and monthly lease-system closeout for financial reporting.
  • Review monthly loan-system quality reports, make changes to ensure accurate coding and reporting, and review reports with department management to discuss training needs or process changes.
  • Process consumer loan payoff requests, verify information and authorization before releasing information, and support processing consumer paid loans.
  • Monitor flood insurance for real-estate-secured loans designated in a flood zone, ensure current and correct insurance is received and recorded in the loan system, and execute force-placed insurance processes for lapsed or cancelled policies.
  • Perform other duties as assigned.

Desired Qualifications

  • One to three years of bank experience.

About the Company

Johnson Financial Group

Banking, mortgage lending, wealth management

Johnson Financial Group provides personal, business, and commercial banking, mortgage lending, and wealth management services in Wisconsin through Johnson Bank and Johnson Wealth Inc. Customers open bank accounts, obtain loans or mortgages, and access everyday banking, while wealth clients work with advisors to create and manage investment plans using advisory services. Investment products are offered through registered advisers and are not FDIC insured or guaranteed; they come with standard risk disclosures. The group stands out as Wisconsin’s largest privately held, family-owned bank with a broad local footprint and integrated services across multiple communities, emphasizing local ownership. Its goal is to help individuals, families, and businesses meet their financial needs by delivering a complete, locally focused financial services platform for banking, lending, and wealth management.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Milwaukee, WI
Founded
1987

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