Loan Services Documentation Review Representative

Fond du Lac
Full Time


Trusted.   Genuine.  Successful.  National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin.  Founded in 1933, we are a trusted business partner, employer, and community member.  At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.

Position Summary

As a Loan Services Documentation Review Representative, you will perform loan documentation review for mortgage and heloc loans including a detailed review on all HMDA and/or CRA reportable loans and also flood insurance coverage amounts.  You will also be responsible for the accuracy of data entry, tracking exceptions on our tickler system, closing out paid files, and performing back-up duties for credit inquiries and the file room.

Skills & Attributes

The following skills and attributes are needed to be successful in your banking career:

  • Ability to interact collaboratively and productively to establish and maintain effective working relationships.
  • Must be able to quickly re-establish priorities, responding to the changing needs of the department.
  • Ability to work under high stress levels, with frequent interruptions and with tight and often changing deadlines.
  • Strong attention to detail.
  • Ability to operate standard office equipment and Microsoft products.


Ideal candidates will have the following qualifications:

  • Associate or bachelor’s degree in a business-related field is helpful.
  • Relevant 3-5 years’ experience including prior exposure to mortgage and secondary market processing preferred, or an equivalent combination of education and experience is helpful.
  • Regulatory and compliance training to stay abreast of current and new state and government regulations.
  • Approximately six months to one year of on the job training to become familiar with bank systems and procedures.

Benefits Offered

National Exchange Bank & Trust offers a competitive benefit package including but not limited to the following:

  • Health, Dental & Vision Insurance
  • HSA, FSA, Short & Long-Term Disability 
  • Life/Accident insurance
  • 401(k) with Employer Match & Profit Sharing
  • Paid Time Off
  • Flexible Scheduling & Telecommuting Options 
  • Education Assistance Program
  • Product & Service Discounts & more!

Attachments (1) Loan Services Documentation Review Representative


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