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Fond du Lac Office
Full-Time

Summary

Performs loan input and maintenance for installment, mortgage, heloc and commercial loans.  Performs various other loan servicing duties.

Essential Functions and Responsibilities

• Input new and renewed loans into core (IBS) system.
• Input loan maintenance into core (IBS) system.
• Post escrowed insurance payments on IBS and mail escrow checks out to insurance companies.
• Balance monthly insurance GL’s.
• Post loan payments, including insurance checks.
• Monitor and follow-up with returned loan mail.
• Answer customer and lender phone calls.
• Perform other duties, responsibilities and activities, which may change or be assigned at any time with or without notice.

Skills and Abilities

• A general knowledge of the systems input screens and general ledger. 
• Ability to use a PC with Microsoft Word and Excel, along with other equipment, as needed.  Ability to use a calculator, check writer, copy/scan/fax machine.
• Ability to multi-task.

Working Conditions

• Normal office environment with minimal noise, temperature variation or dust. Length of work day is unpredictable, depending upon volume of business and department activities.
• Must be able to work independently, accurately and maintain good customer relations with the ability to adapt to varying customer and transactional volume.  Must be able to quickly re-establish priorities, responding to the changing needs of the department.
• Due to the changing volumes of the loan industry, must be able to work under pressure.
• Manual dexterity skills for typing and use of computer and other related office systems and equipment.
• Occasional lifting of up to 10 lbs. is required.
• Occasional bending, reaching and stooping.
• Continuous visual effort is required.  Up to 75-100% of the work day is spent at a computer monitor and/or with written or computer-generated paper documents.
• Ability to sit for an extended period of time.

Training and Preparation

• A high school diploma or equivalent.
• Relevant banking experience or an equivalent combination of education and experience may be helpful, but is not required.
• Approximately six months to 1 year of on the job training to become familiar with bank systems and procedures.

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