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Loan Representative

Capitol Bank Madison, WI
loan representative loan insurance credit team monitoring operations loan servicing excel web assistance people
March 20, 2024
Capitol Bank
Madison, WI
FULL_TIME

At Capitol Bank, people come first. Each customer and employee are important and deserves respect, courtesy, and professional service. We are committed to building relationships that make a difference. We want each of our employees to know that their needs matter to the Capitol Bank team.


We are currently recruiting a Loan Representative. This position is responsible for the monitoring of Capitol Banks’s outsourced credit card program, responding to credit bureau disputes, completing credit inquiry forms on loan and deposit accounts and collateral insurance monitoring. This position is also responsible for daily Loan Operations/Servicing including new and renewed loan system (“Core”) input, maintenance to the Core, loan payments and advances, setting up and maintaining ticklers. This position also assists in all areas of loan support including customer service, document scanning, and other loan related tasks as assigned.


The ideal candidate will have a college or business-related degree in finance or the equivalent in the banking industry, preferred. Equivalent years of relevant work experience may be considered in lieu of a degree. Minimum of 2 years’ banking experience in loan servicing/operations. Positively demonstrate leadership and teamwork by proactively assisting other team members when needed as well as actively participating and contributing during team meetings. Extensive knowledge and experience with credit card servicing and loan servicing. Good knowledge of required entity documentation for various business entities (Corporations, LLC’s, Partnerships, etc.). High level of proficiency in Excel needed. Experience using Word and Outlook helpful. Discreet and professional with confidential information. High level of accuracy and attention to detail.


Effective verbal and written communication skills. The ability to identify, problem solve and exercise exceptional use of good judgement with respect to issues/circumstances as they arise. Strong organizational skills with attention to detail. Strong computer skills / proficient use of Microsoft Suite including Outlook, Excel, Word. Web & web-based provider websites.


Capitol Bank is an EEO/AA employer and offers a complete benefits package. Please submit a cover letter and resume with salary requirements.


Job Type: Full-time


Benefits:



  • 401(k)

  • 401(k) matching

  • Dental insurance

  • Employee assistance program

  • Flexible schedule

  • Flexible spending account

  • Health insurance

  • Life insurance

  • Paid time off

  • Professional development assistance

  • Referral program

  • Tuition reimbursement

  • Vision insurance


Schedule:



  • 8 hour shift

  • Monday to Friday

  • No nights

  • No weekends


Ability to Relocate:



  • Madison, WI 53717: Relocate before starting work (Required)


Work Location: In person


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