Loan Servicing Technician - Investor Reporting at Associated Bank in Stevens Point, Wisconsin

Posted in Real Estate 7 days ago.

This job brought to you by eQuest

Type: Full-Time

Job Description:

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: or call: (800) 878-3282.

Job Summary
Under general supervision of Loan Servicing management, performs Loan Servicing work. Complete department specific tasks, daily, weekly and monthly and identify account information for accuracy. Takes accountability for entire process from receipt of work to resolution and closure. Tasks require coordination of information among various operational areas which could include customer or third party contact. Exercises some judgment within guidelines. Considered a subject matter expert on operational issues related to process or function.

Compliance Statement
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated’s anonymous Ethics Hotline.

Key Result Areas

  • Customer Service
  • Research
  • Regulation and Compliance
  • Other Calculations
  • Accuracy
  • Security
  • Documentation
  • Decision Making
  • Problem Solving
  • Communication
  • Administrative Support

    Job Accountabilities

  • Adhere to policies and procedures to ensure compliance with Bank, audit, regulatory and Investor guidelines.
  • Provide customers, servicing personnel, and third parties timely support when handling verbal and written responses to inquiries via telephone, referral and/or letter by reviewing accounts and loan file documents. Maintain a high level of customer service by adhering to our Brand standard (clear, capable, responsive, attitude) and providing accurate information in this manner. Resolve complex customer issues using multiple resources and records.
  • Provide customer feedback and trends in problems or situations involving various product activities.
  • Assist in training others on assigned tasks. Work with Supervisor to update/enhance internal/SOP procedures, including but not limited to, identifying gaps in policy and/or procedure.
  • Preparing, editing, distributing, researching, reviewing, monitoring, reconciling, and remitting documents specific to Loan Servicing tasks.

    Other Duties/Responsibilities

  • Completion of Special Project assignments as needed.

  • Education

  • High School or equivalent combination of education and experience General, Required
  • Associate's Degree or equivalent combination of education and experience Or Technical Diploma, Preferred


  • Less than 2 years Office, Required
  • 2-4 years Banking Operations / Servicing Experience, Preferred


  • Verbal Communication , Intermediate
  • Written Communication , Intermediate
  • Operate Office Equipment , Beginner
  • Microsoft Office , Beginner
  • Ability to Multi Task and Prioritize , Intermediate
  • Analytical , Intermediate
  • Mathematical , Intermediate
  • Organizational , Intermediate

    General Physical Condition

  • No unusual physical effort, strain, or discomfort