Loan Servicing Specialist

15700 W Bluemound Rd, Brookfield, Wisconsin

6406

Full-Time/Regular

North Shore Bank is about helping families thrive, businesses grow and communities flourish. We are dedicated to championing our customers, empowering them to bank their best life, and supporting the community we all share. And it's our employees that make the difference. With offices located throughout eastern Wisconsin and northern Illinois, we offer a work culture that has been recognized as a Top Workplace thirteen times by the Milwaukee Journal Sentinel.

As a mutual company, North Shore Bank isn't publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. Are you looking for a company that places long-term growth ahead of short-term profits? Where you can put your customers first and think creatively to solve challenges? Where respect, integrity and being true to your word are valued and rewarded? This is the place.

SUMMARY: The Loan Servicing Specialist provides support activities for the bank's residential and commercial loan portfolios.

ESSENTIAL DUTIES AND RESPONSIBILITIES: North Shore Bank's Position Descriptions are intended to describe only the major responsibilities of the job. You may be expected to perform other duties specified by your manager. Everyone is expected to contribute whatever effort is necessary to operate efficiently and effectively to ensure the success of North Shore Bank.

Performs lockbox and payment processing activities such as reviewing the daily payment reject reports, applying the rejected payments to the correct loans with effective dates, checking general ledgers for commercial payments or non-posted transactions.

Reviews reports for residential and commercial loan portfolios. Reports findings to department supervisors.

Handles mail functions for loan operations, including distribution, preparing certified mail, and generating overnight labels.

Posts daily/ weekly/ monthly reports to intranet. Distributes other reports as directed.

Provides support for transaction processing and daily check scanning and balancing for the departments.

Balances various general ledgers and submits reconciliations as required.

Assists in the preparation and secure sending of payoff letters and payoff transaction processing.

Organizes, imports/exports, and securely sends electronic documentation for customer, management, and audit requests.

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

High school diploma or equivalent and at least six months of banking experience are required. Position requires effective prior use of Microsoft Office products, including Outlook and Excel. Experience in customer service or loan servicing is preferred. Experience with Fiserv products and Baker Hill software is a plus. Ability to manage and prioritize workload and complete tasks accurately in a deadline-driven environment is required for this role.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to handle objects or controls and reach with hands and arms. The employee is occasionally required to stand, walk, and stoop or crouch. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

WORK ENVIRONMENT: The work environment described here is representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.