Loan Funding Represnetative

15700 W Bluemound Rd, Brookfield, Wisconsin

6435

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

North Shore Bank's Position Descriptions are intended to describe only the major functions of the job. You may be expected to perform other duties specified by your manager. Everyone is expected to contribute whatever efforts necessary to operate efficiently and effectively to insure the success of the Bank.

POSITION SUMMARY: The Loan Funding Representative is responsible for all administrative functions necessary in order to upload, validate, and buy/book indirect loans and leases. This position requires substantial attention to detail and the ability to meet tight deadlines.

Performs daily procedures necessary to upload, validate, buy/book indirect loans and leases. This includes reviewing package for completeness, following up on missing items, disbursing funds for deals, and entry on satisfaction/lien report where applicable. Ensure package completeness through edit/audit verification or holding for pending items.

Verify edit/audit sheets to match loan documents and confirm booking, making corrections if necessary. Pulls notes for scanning (scans and files in protected area) and mortgages for recording.

Maintains pending files, ensuring receipt of satisfactions, releases, title policies, ships mortgages, etc. and actively works to resolve any problems immediately.

Responds to calls from dealers regarding funding, programs, rates, etc.

Ensures timely and accurate updates of dealer rates, utilizing RightFax system. Directly maintains accurate and updated dealer fax numbers within RightFax.

Responsible for file maintenance of promotional rates and expiration dates when offered.

Performs regular systems file maintenance.

Processes out-of-state titling requests and resolves title issues with any state and local agencies.

Administrative duties as assigned including but not limited to daily mail sorting and deliver and paid loan processing.

Provides back up to customer service staff as well as other department staff while they are out of the office or on vacation.

SUPERVISORY RESPONSIBILITIES

None

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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Minimum of high school diploma or equivalent. Prior work experience with direct customer contact is required. Mathematical aptitude and attention to detail is required. Knowledge of MS Office, Fiserv, Lease Tek, Appro systems highly desired. Experience with loan and lease accounting/discounting is desirable.

OTHER SKILLS AND ABILITIES

Ability to manage and prioritize workload in a fast paced environment to meet deadlines. Requires attention to detail in a time-sensitive manner.

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 accommodations 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 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.