Lending Specialist
📋 Role Overview & Responsibilities
Commercial Loan Booking SpecialistBrookfield, WI - Hybrid model (1-2x a week) Fortune 500 Bank6-month contract with potential for extension or conversion Responsibilities:• Process and fulfill transactions, perform audit/ reconciliation activities and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis.• Resolve basic discrepancies/exceptions that frequently deal with non-routine situations.• Investigate and may resolve or make recommendations to more senior team members on more complex, non-routine issues relating to internal business partner and/or external customer inquiries or requests, business process efficiency and quality control within existing procedures.• Enable productive relationships within the Line of Business and other functions through responsiveness and support. Proactively work with others to ensure delivery of timely, quality, and efficient fulfillment activities.• Provide advice to internal business partners and peers, supporting the completion of a process or activity within established procedures.• Provide input into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/revised products/services or processes.• Provide on-the-job assistance and training to others, as requested.• Escalate issues that require resolution by more senior team members, as per guidelines.• Review transactions and requests for compliance with regulatory and Bank requirements, as required.• Monitor production logs and schedules to ensure key controls are followed and exceptions are actively pursued; escalate to the manager as appropriate.• Prioritize work in accordance with policy and severity of service impact to minimize financial/customer impacts. Requirements:• University degree/college diploma or equivalent work experience• 3 to 5 years of related experience• Experience with complex documents• Proficient in Microsoft Excel
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This position is located in Milwaukee, WI with potential relocation and sponsorship assistance depending on candidate qualifications.
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