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DUTIES & RESPONSIBILITIES:
Create and review consumer loan closing packages to ensure compliance with regulatory and bank lending policy.
Complete loan maintenance items within various systems including but not limited to file maintenance, lien releases, loan payoff quotes, satisfactions, subordinations, and fee adjustments.
Accurately enter new loan data into the bank’s core processing system for accurate collateral tracking, repayment method and reporting.
Meet quality and productivity standards and perform in a fast-paced loan production environment.
Responsible for accurate disbursements of loan proceeds, including payoffs, general ledger entries, and check disbursements.
Accountable for responding to verbal and written inquiries from internal and external clients in accordance with department procedures.
Process payoffs, loan payments and returned loan payments.
Reviews various scheduled reports, as assigned, for exceptions, errors, auditing, and to perform maintenance transactions.
Models Thrivent’s leadership competencies – courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.
Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.
This role will require working directly with the bank’s internal and external clients to accurately manage all requests in a confidential and timely manner according to service level agreements and standard operating procedures.
This role also requires strong partnerships and communication between the Personal Banking Team to ensure we are delivering the best experience for our clients with the onboarding of new consumer loans.
QUALIFICATIONS & SKILLS:
Required:
High School/equivalent or an associate degree preferred
One year banking operations experience required with customer service experience preferred
One year customer service experience required with banking operations experience preferred
Strong communication (written and verbal), interpersonal and customer-service skills
Preferred:
Demonstrate excellent problem resolution skills
Ability to coordinate multiple tasks simultaneously
Bank operations platform experience preferred
Ability to work accurately, both independently and as part of a team, with interruptions to meet deadlines
Additional Information
This position requires you to be able to work on-site in Appleton, WI in a hybrid working structure with some remote flexibility.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
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