Loan Servicer

Overview

Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth.

The Loan Servicer is responsible for providing quality customer service to internal and external customers while performing basic account maintenance and monetary transactions related to the servicing of loans. 

Under the direction of the Loan Services Manager, the Loan Servicer uses the FIS/IBS loan system to perform data entry, process payments, and complete maintenance requests for the bank’s consumer, mortgage, and commercial loan portfolios. The role requires sound knowledge of loan-servicing procedures, strong customer service and problem-solving skills, and the ability to deliver accurate work in a fast-paced environment while meeting all deadlines. Excellent communication and interpersonal skills are essential.

Compensation: $20.00 - $28.00 per hour depending on experience.

This position is located on-site in West Allis, WI.  

Responsibilities

• Performs loan data entry of customer and loan information on the IBS loan system for new consumer mortgage and consumer non-real estate consumer loans, as well as new and renewal commercial loans. 
• Handles all calls and email inquiries to Loan Services from internal personnel, authorized third parties and bank customers, related to loan accounts including information research and error resolution requests. 
• Makes adjustments and corrections to loan account records as needed while complying with regulations and laws related to loan servicing 
• Assists with escrow functions including annual escrow analysis, monitoring hazard insurance payments and PMI removal. 
• Aids in reviewing daily reports for the purpose of identification of adjustments and reconciliation of posting errors to loan accounts and special projects relating to the loan system. 
• Responds to loan officer and authorized third party requests for loan payoff quotes and prepares written loan payoff letters in accordance with bank policy and procedure. 
• Performs a quality review of new and renewed loans processed by other employees to verify data accuracy, required documentation, system setup, and compliance with applicable bank policies and procedures. 
• May handle special projects relating to data entry on the loan system for other loan services functions such as monthly customer outreach letters, annual disclosures, report preparation or error resolution. 
• Responsible for additional duties as assigned.

Qualifications

• Two or more years in banking customer service or loan servicing. Understanding of basic bank transactions and loan products preferred. 
• Ability to gain working knowledge of Tri City National Bank’s policies and procedures, products and services. 
• Strong verbal, written and organizational skills with the ability to prioritize tasks and problem solve.
• Proficiency in Microsoft Office.
• A relatively high degree of customer service orientation is needed for this position, including effective oral and written communication skills, sensitivity, judgement, and initiative. 
• Ability to perform detailed, analytical work and make independent decisions with a high degree of accuracy.

Why Join Us: 

• Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
• Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
• Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
• Celebration of Success: Join a team that values and celebrates individual and collective achievements.
• Work Life Balance: No early mornings or late nights, enjoy a predictable schedule with major holidays off.
• Great Employee Benefits that start on the 1st of the month after your hire date!
  • 401(k) with company match** 
  • Up to 20 hours of paid vacation after 6 months
  • 401(k) with company match
  • Tuition reimbursement
  • Medical, dental, and vision coverage
  • Paid vacation and more! 
• Part-Time:
• Full-Time:

Equal Opportunity Employer/Veterans/Disabled 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. 

Reasonable Accommodation

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or [email protected]

(**Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.)