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Loan Documentation Process Jobs in Wisconsin (NOW HIRING)

U.S. Bancorp

Loan Documentation Specialist

Oshkosh, WI · On-site

$20 - $22.50/hr

Basic knowledge of legal documents supporting loan or lease processing * Basic understanding of ... closing and funding procedures, underwriting requirements, credit policies, and regulatory ...

US Bank

Loan Documentation Specialist

Oshkosh, WI · On-site

$20 - $22.50/hr

Basic knowledge of legal documents supporting loan or lease processing * Basic understanding of ... closing and funding procedures, underwriting requirements, credit policies, and regulatory ...

U.S. Bank

Loan Documentation Specialist

Oshkosh, WI · On-site

$20 - $22.50/hr

Basic knowledge of legal documents supporting loan or lease processing * Basic understanding of ... closing and funding procedures, underwriting requirements, credit policies, and regulatory ...

U.S. Bank

Loan Documentation Specialist

Oshkosh, WI · On-site

$20 - $22.50/hr

Basic knowledge of legal documents supporting loan or lease processing * Basic understanding of ... closing and funding procedures, underwriting requirements, credit policies, and regulatory ...

Premier Community Bank

Loan Processor

Marion, WI · On-site

$17.50 - $23.25/hr

... loan documentation, maintaining accurate loan records, and ensuring a smooth loan process from preparation through closing. This role is ideal for someone who enjoys organization, accuracy, and ...

Prospera Credit Union

Mortgage Loan Processor

Freedom, WI · On-site

$40K - $54K/yr

Loan Documentation & File Management (50%) * Collect, review, and verify all loan application ... Process Efficiency & Performance (10%) * Follow established workflows and service standards to ...

Premier Community Bank

Loan Processor - Marion

Marion, WI · On-site

$17.50 - $23.25/hr

... loan documentation, maintaining accurate loan records, and ensuring a smooth loan process from preparation through closing. This role is ideal for someone who enjoys organization, accuracy, and ...

Premier Community Bank

Loan Processor - Marion

Marion, WI · On-site

$17.50 - $23.25/hr

... loan documentation, maintaining accurate loan records, and ensuring a smooth loan process from preparation through closing. This role is ideal for someone who enjoys organization, accuracy, and ...

Prospera Credit Union

Mortgage Loan Processor

Appleton, WI · On-site

$39K - $53K/yr

Loan Documentation & File Management (50%) * Collect, review, and verify all loan application ... Process Efficiency & Performance (10%) * Follow established workflows and service standards to ...

Prospera Credit Union

Mortgage Loan Processor

Appleton, WI · On-site

$38K - $52K/yr

Loan Documentation & File Management (50%) * Collect, review, and verify all loan application ... Process Efficiency & Performance (10%) * Follow established workflows and service standards to ...

Premier Community Bank

Loan Processor - Marion

Marion, WI

$17.50 - $23.25/hr

... loan documentation, maintaining accurate loan records, and ensuring a smooth loan process from preparation through closing. This role is ideal for someone who enjoys organization, accuracy, and ...

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Loan Documentation Process information

What is loan documentation process?

The Loan Documentation Process refers to the series of steps involved in preparing, reviewing, and finalizing all necessary paperwork required to approve and disburse a loan. This process ensures that all legal and regulatory requirements are met, and that the terms of the loan are clearly documented for both the lender and the borrower. Proper loan documentation helps prevent disputes, protects the interests of both parties, and facilitates smooth loan servicing and repayment. The process typically includes collecting financial documents, verifying borrower information, and executing loan agreements.

What are some common challenges faced in the loan documentation process role, and how can they be managed effectively?

Professionals in the Loan Documentation Process often encounter challenges such as handling tight deadlines, ensuring accuracy under pressure, and managing large volumes of paperwork. It's essential to stay organized, regularly update checklists, and maintain open communication with loan officers, underwriters, and clients to proactively address any missing or incorrect information. Utilizing document management systems and staying up-to-date on regulatory changes can also help ensure compliance and streamline the workflow.

What are the key skills and qualifications needed to thrive in loan documentation process roles, and why are they important?

Success in a Loan Documentation Process role requires strong attention to detail, knowledge of banking regulations, and experience with loan documentation procedures, often supported by a finance or business-related degree. Familiarity with loan origination systems (LOS), document management software, and compliance tools is typically essential. Excellent organizational skills, problem-solving ability, and clear communication help professionals excel in coordinating between clients and internal teams. These skills ensure accurate, compliant, and timely loan processing, which is critical for minimizing risk and maintaining customer trust.

What is the difference between Loan Documentation Process vs Loan Underwriter?

AspectLoan Documentation ProcessLoan Underwriter
Primary RolePreparing, reviewing, and organizing loan documentsAssessing loan applications and approving or denying loans
Required SkillsAttention to detail, knowledge of loan documents, complianceRisk assessment, financial analysis, decision-making
Work EnvironmentOffice setting, often in banks or lending institutionsOffice environment, often in banks or mortgage companies
CertificationsTypically none required, but familiarity with lending regulations helpsCertifications like Loan Underwriting Certification are common

The Loan Documentation Process focuses on preparing and managing loan documents, ensuring accuracy and compliance. In contrast, a Loan Underwriter evaluates loan applications to determine approval based on risk analysis. Both roles are essential in the lending industry and often work closely together, but they serve different functions in the loan approval process.

Is loan documentation processing a hard job?

Loan documentation processing can be a detailed and demanding role that requires strong attention to accuracy, organization, and knowledge of financial regulations. It often involves reviewing and preparing legal documents, which may require familiarity with loan agreements and the use of document management tools. The job can be challenging but is manageable with proper training and experience.

What does a loan documentation process do?

A loan documentation process involves preparing, reviewing, and managing all necessary documents required to approve and fund a loan. It ensures that all legal, financial, and compliance requirements are met, facilitating a smooth loan approval and disbursement. Professionals in this process often use specialized software and must verify borrower information accurately.

What are popular job titles related to Loan Documentation Process jobs in Wisconsin?

For Loan Documentation Process jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Loan Documentation Process jobs in Wisconsin look for?

The top searched job categories for Loan Documentation Process jobs in Wisconsin are:

What cities in Wisconsin are hiring for Loan Documentation Process jobs?

Cities in Wisconsin with the most Loan Documentation Process job openings:

Loan Documentation Process jobs near you
Infographic showing various Loan Documentation Process job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 3% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Commercial Loan Documentation Specialist

Beloit, WI • On-site

First Mid Bank & Trust
Finance and Insurance • 501 - 1,000 employees

8.5

Company rating: 8.5 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

34th of 173 rated banks

People enjoy working here

Good employer

Paid breaks

Learn more about First Mid Bank & Trustexternal

Other

Medical, Dental, Vision, Retirement, PTO

Posted 28 days ago

Job description


Position:
Commercial Loan Documentation Specialist
Location:
Beloit, WI
Job Id:
4718
# of Openings:
0
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.
The Commercial Loan Documentation Specialist is responsible for analyzing loan documentation, including complex commercial and commercial real estate loans, ensuring the accurate and timely delivery of loans while minimizing documentation and collateral risk factors to the bank.
Responsibilities include, but are not limited to:
  • Responsible for identifying and reporting incidences of non-compliance to procedures, policy and regulations in completed commercial loan files. Completes an analysis of compliance with regulations, internal policies and procedures and works with processors/loan officers to clear deficiencies.
  • Develop and maintain an understanding of updated regulatory and policy exceptions.
  • Reviews and understands business entity documents, confirms authorization to borrow/guaranty, determines approved signers, and ensures resolutions and loan documents are drafted appropriately.
  • Reviews and analyzes loan write-ups and applies the approved terms and conditions to loan document production.
  • Executes and leads communication with loan officers/loan assistants/credit administration/loan processors to identify solutions for any discrepancies and to obtain missing information &/or documentation. Delivers constant communication of the loan processing status.
  • Provides training for complex loans including the preparation of required documents for complex entity structures, multi-cross collateralized loans, SBA loans, government guarantees, out-of-state collateral, documentation perfection, trusts and complex real estate structures.
  • Coaches and mentors Loan Processors and Loan Processor Specialist. Proactively identifying control weaknesses to Loan Operations Officer with recommendations for skill development based on recurring issues identified while analyzing completed loans.
  • Handles complex customer issues and works on projects of diverse complexity and scope.
  • Analyzes, investigates and coordinates collateral verifications through Uniform Commercial Code (UCC) searches, title commitments and appraisals. Initiates/creates/ensures lien perfection based on type of collateral, law, regulations and geographical location.
  • Responsible for reviewing and updating the input and documentation checklists for compliance, procedural changes and to maintain standards for the loan documentation process.
  • Provides subject matter expert knowledge to the loan officers and branch loan personnel answering questions regarding loan documentation, and loan documentation status.
  • Reviews various monthly business analytics reports for system data integrity, determines corrective action and maintains the system for any errors identified.
  • Implements new processes and procedures.
  • Serves as a member of the conversion mapping and validation team for conversions. Will be responsible for ensuring coding of target banks loans is completed in an accurate manner. Works closely with Fiserv in the writing and testing of the conversion program.
  • Backup for Consumer Loan Documentation Specialist and Loan Operations Coordinator.
  • Completes required training associated with job function.
  • Performs other related duties as assigned.

Qualifications
Education:
  • High School diploma or equivalent, Associates preferred.

Experience:
  • 3+years banking, clerical or loan processing experience.

Skills:
  • Extensive knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure all loans meet necessary requirements.
  • As a subject matter expert, provides recommendations to leadership and guidance to staff members. Promotes the development of effective team relationships and functions in various capacities to ensure the success of team efforts.
  • Broad knowledge of loan documentation, including commercial and commercial real estate, loan provisions/terms, and compliance.
  • High level of interpersonal skills to interact professionally with processors, loan officers, regional presidents and Chief Credit Officer.
  • Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner.
  • Proficient in Microsoft Office products. Advanced working knowledge of excel.
  • Thorough understanding of the loan processing and PREMIER systems.
  • Strong communication, organization and time management skills.
  • Occasionally be required to work earlier or later than the normal workday.

Total Rewards:
  • Competitive health, dental & vision coverage with HSA match
  • 401(k) with employer match + Employee Stock Purchase Plan
  • Generous PTO, paid holidays & parental leave
  • Tuition reimbursement & performance-based bonuses
  • Visit our Total Rewards page to see our full list of benefits


First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Pay Range: $20.43 - $30.72 per hour
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