Loan Support Specialist

Description

We are seeking a detail-oriented Loan Support Specialist to join our team! This is a fast-paced, interactive position with CCFBank, a successful financial institution with locations throughout Wisconsin and Minnesota.

The Loan Support Specialist is primarily responsible for ensuring the delivery of the highest level of service to internal clients while maintaining an adherence to bank, state, and federal policies. The Loan Support Specialist will interact with commercial loan processors, bankers, credit analysts, and loan servicing specialists daily. Bonus points if you’re community focused and excited about making a positive difference for those around you.

Responsibilities

• Assist Loan Processors with the preparation, collection, and organization of loan documentation.
• Support due diligence tasks such as ordering flood certifications, UCC searches, and lien verifications.
• Enter and update loan information in internal systems with accuracy.
• Reviews all documentation ensuring compliance with legal, regulatory agency, and bank policy requirements.
• Maintain electronic and physical loan files in accordance with record-keeping policy.
• Research and respond to customers, bankers and other internal inquiries.
• Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules, and regulations; adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
• Interface/book loan to core system, disburse and upload documents to applicable software.
• Participate in training and shadow processors to develop a complete understanding of commercial loan processing.
  
  

Must Haves

• Associate’s degree in accounting, finance, economics or related field.
• Note: Two (2) years of directly related experience may be considered in lieu of the Associate’s degree.
• One to two years of administrative, customer service, or financial services experience.
  

What’s in it for you?

• Full Time, 40 hours per week.
• Monday – Friday work week
• Competitive pay.
• Eligible for annual incentive based upon company performance and goals.
• Training and career pathing to Commercial Loan Processor
  
  

Perks

• Health, Vision & Dental Plans
• Health Savings Account (HSA) with CCF Contributions
• Health Reimbursement Arrangement
• Flexible Spending Account
• Employer Paid Life Insurance and Long-Term Disability Plans
• Voluntary Life Insurance and Short-Term Disability Plans
• Accident and Critical Illness Plans
• Hospital Indemnity
• 401K Retirement Plan and Company Match
• Paid Time Off, Bereavement Leave, and Paid Holidays
• Parental Leave
• Company-Wide Wellness Program
• Employee Achievement Program
• Colleague Referral Program
• Professional Development Reimbursement Program
• Career Planning
• Colleague Pricing on Secondary Market Mortgage Loans
• Colleague Beyond Save & Spend Accounts Perks
  
  

What can you expect from us?

At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers.

We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them.

Learn more here about how we make more possible: https://ccf.us/careers/

Ready to be part of our financial family? Apply online at ccf.us!

If you need assistance applying, contact us at [email protected] and we will attempt to meet your needs.

In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.

CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.