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Retail Loan Operations Manager

National Exchange Bank & Trust
vision insurance, paid time off, long term disability, 401(k), profit sharing
United States, Wisconsin, Fond du lac
Sep 02, 2025

Why NEBAT?

Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.

Position Summary

As a Retail Loan Operations Manager, you will oversee the Retail Fulfillment team, which consists of Retail Processing, Retail Underwriting and Retail Loan Imaging. The manager will ensure loan documentation aligns with Bank policies and procedures as well as applicable banking regulations to mitigate risk. They will also coach and develop staff and collaborate with the VP - Loan Operations and the Chief Credit Officer to ensure department goals and objectives are being met.

Skills & Attributes Needed

The following skills and attributes are needed to be successful in your banking career as a Retail Loan Operations Manager:

  • Ability to challenge and support people
  • Demonstrate a positive and approachable demeanor
  • Strong communication
  • Attention to detail
  • Proficient knowledge of banking terminology
  • Work independently as well as part of a team
  • Generate new ideas and approach problems in new and innovative ways

Qualifications

Ideal candidates will possess the following qualifications:

  • Maintain the highest level of confidentiality and discretion of customer and bank information.
  • Bachelors' Degree in in Business, Accounting, Finance or related field or equivalent combination of education, training and experience is required.
  • Minimum of 5-7 years of bank operations to include retail loan transactions, document preparation, and retail loan underwriting, or equivalent combination of education and experience is required.
  • Prior people management experience is preferred.

Benefits Offered

National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:

  • Health, Dental, and Vision Insurance
  • Health Savings Account with Employer Contributions
  • Short and Long Term Disability
  • Employer Paid Life and AD&D Insurance
  • Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
  • 401(k) with Employer Match & Profit Sharing
  • Paid Time Off
  • Flexible Scheduling & Telecommuting Options
  • Education Assistance Program
  • Product & Service Discounts & more!
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