Loan Documentation Retention Specialist - Nicolet National Bank : Job Details

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At Nicolet National Bank, our culture is based on community banking principles, focusing on customer needs. Our Core Values guide our actions, and we aim to create a supportive work environment where employees feel valued and respected. With locations across Wisconsin, Michigan, Minnesota, and Florida, we serve local communities and strive to make a positive impact.

The Loan Document Retention Specialist I is responsible for post-loan booking functions across all loan types. Responsibilities include final document reviews, scanning, categorizing, indexing loan and insurance documents, sorting mail, and filing loan documents.

• Open, sort, check in, and prepare physical mail for scanning.
• Scan loan documentation and use OCR software to categorize documents for transfer to the retention system.
• Scan and index insurance documentation.
• File and retrieve physical loan documents as needed.
• Verify all critical documents are received and imaged properly; create exception ticklers for missing documents.
• Perform final review to ensure all documents are correctly imaged.
• Reconcile loan data and financial accounts used by the department.

• High School Diploma or equivalent.
• At least 1 year of relevant experience.
• Prior banking experience preferred but not required.
• Strong organizational, multitasking, and prioritization skills.
• High accuracy and attention to detail.
• Self-motivated, resourceful, with a strong work ethic.

• Medical, Dental, Vision, & Life Insurance.
• 401(k) with company match.
• Paid Holidays (PTO & 11.5 days).

This description summarizes the primary responsibilities and qualifications; it is not exhaustive.

Equal Opportunity Employer/Veterans/Disabled.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking

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Location: Green Bay, WI. Salary: $23.00 - $28.00/hour (posted 3 weeks ago).