New

Loan Documentation Retention Specialist

Nicolet National Bank
life insurance, paid holidays, 401(k)
United States, Wisconsin, Green Bay
111 North Washington Street (Show on map)
Jun 25, 2025
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Loan Document Retention Specialist I is responsible for performing various functions after loan booking for all loan types. These include but are not limited to performing final document reviews; scanning, categorizing, and indexing loan and insurance documents; sorting mail; and filing loan documents. As a Loan Document Retention Specialist, you will: Ensure all physical mail is opened, sorted, checked in and prepared for scanning. Scan loan documentation and use OCR software to categorize documents in preparation for transfer to the loan document retention system. Scan and index insurance documentation. File and pull physical loan documentation as needed. Compare loan documents to accompanying checklist to ensure all critical physical documents have been received. Create exception ticklers for missing documents. Perform final review to ensure all required documents are imaged properly on the document retention system. Perform reconciliations on loan data and on financial accounts the department uses. Qualifications High School Diploma or equivalent 1 year relevant experience Prior banking experience is preferred but not required. Strong organizational, multi-tasking and prioritizing skills High degree of accuracy Self-motivated, resourceful, and strong work ethic Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled