Loan Operations Specialist
Listed on 2026-07-10
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Finance & Banking
Loan Servicing, Banking Operations, Financial Compliance, Regulatory Compliance Specialist
Port Washington State Bank, a 16-time Top Workplace winner, is a community-minded bank where people build lasting careers. Family-owned since 1899, we put people first, our customers, employees, and communities. With a strong culture, competitive benefits, and a team that supports your growth, you'll feel right at home here. Learn more k/careers.
We're looking for a full-time Loan Operations Specialist to join our Loan Operations team. This role supports the commercial lending function by handling a wide range of loan servicing, collateral tracking, and compliance-related tasks. You'll play a key role in maintaining accurate loan records, supporting regulatory requirements, and helping the department manage growth and increasing complexity.
Key Functions- Process and maintain commercial loan transactions, including payoffs, system updates, and loan record accuracy
- Manage collateral documentation, including UCC tracking, title work, tickler follow-up, and collateral release
- Support loan servicing activities such as onboarding, maintenance, and responding to internal and external inquiries
- Coordinate participation loan activity, including remittances, reconciliations, wires, and communication with partner institutions
- Assist with regulatory and compliance tasks, including HMDA review, audit support, and discrepancy resolution
- Monitor flood and insurance portfolio to satisfy coverage and regulatory compliance requirements
- Support construction loan tracking, including draw reviews and maintaining project documentation
- Maintain organized loan files through imaging, indexing, and post-closing file review
- Experience:
5+ years of loan servicing, processing, or related lending experience preferred - Ability to analyze and interpret loan data and supporting documentation
- Familiarity with regulatory requirements including HMDA and flood compliance
- Strong attention to detail and accuracy in work
- Ability to manage multiple priorities and stay organized
- Strong communication and collaboration skills
- Proficiency in Microsoft Office and related systems
Ready to join a team that values your expertise and supports your growth? Apply today.
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