First Business Bank
Loan Processor - Hybrid
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!
This position has a Hybrid Work Model: 3 days per week at our Madison, WI location.
CORE OBJECTIVES
Customer Service
Timely and professional response to emails and telephone calls to the loan department.
Loan Activities
Post loan payments and advances on loans
Perform address changes and risk rating changes
Loan reports
Credit Verifications
Follow up on items in monthly tickler reports
Timely and professional response to emails and telephone calls to the loan department
Loan Documentation
Determine loan request has appropriate approval as required by loan policy. Prepare loan documents as requested for loan officers, as assigned. Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy.
Book Loans
Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner. Prepare FTM transactions, wire funds and request cashier’s checks in order to distribute funds as requested by the loan officer.
Loan Filing
Create or add to existing loan file and forward documents to other Review Representatives for editing and final review. Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner. Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions. Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner.
QUALIFICATIONS
Banking experience in loan processing preferred
Ability to work independently and use independent judgment with minimal supervision
Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented
Strong desire to be curious and inquisitive, and self-confidence to ask questions
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
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This position has a Hybrid Work Model: 3 days per week at our Madison, WI location.
CORE OBJECTIVES
Customer Service
Timely and professional response to emails and telephone calls to the loan department.
Loan Activities
Post loan payments and advances on loans
Perform address changes and risk rating changes
Loan reports
Credit Verifications
Follow up on items in monthly tickler reports
Timely and professional response to emails and telephone calls to the loan department
Loan Documentation
Determine loan request has appropriate approval as required by loan policy. Prepare loan documents as requested for loan officers, as assigned. Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy.
Book Loans
Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner. Prepare FTM transactions, wire funds and request cashier’s checks in order to distribute funds as requested by the loan officer.
Loan Filing
Create or add to existing loan file and forward documents to other Review Representatives for editing and final review. Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner. Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions. Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner.
QUALIFICATIONS
Banking experience in loan processing preferred
Ability to work independently and use independent judgment with minimal supervision
Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented
Strong desire to be curious and inquisitive, and self-confidence to ask questions
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
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