Loan Operations Associate

Wisconsin Rapids

If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank!  We value every associate and appreciate the importance each individual role contributes to our success.  We are currently seeking a motivated, detail-oriented person for a Loan Operations Associate position in our Wisconsin Rapids office.

Did You Know? 
At roughly $5 billion in client assets under management and $650 million in bank assets, WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.

In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!

As a Loan Operations Associate, you will be responsible for various tasks related to commercial, mortgage and consumer loan origination and servicing.  Attention to detail, strong critical thinking skills and the ability to multi-task are essential to this position.  The right candidate will have the ability to work effectively and accurately in a deadline orientated environment, have excellent verbal and written communication skills and strong organizational skills.  Knowledge of Windows environment and proficient computer skills are also necessary. 

The duties and responsibilities of this position include, but are not limited to, the following:

  • Preparation of loan documents including loan estimates and closing disclosures
  • Onboard all new loans and renewals
  • Review files and track exceptions
  • Order flood determinations, verifications, appraisals and title work
  • Process various secondary market tasks
  • File and release liens such as MV-1, UCC filings, continuations, amendments, terminations and mortgages
  • Type adverse action forms in a timely manner
  • Scan loan files, credit card files, exceptions, insurance and miscellaneous documents
  • Process paid loan papers
  • Post payments, make draws, advances and construction draws
  • Draft pay-off statements
  • Close out escrow accounts
  • Balance official account statements monthly
  • Provide backup for all loan operational duties

The candidate must enjoy people and be willing and eager to interact pleasantly with customers and fellow associates alike.  You must understand the team concept and function as a member of a team as this team works towards a common goal.

It is essential to observe the strictest secrecy and confidentiality on the subject of accounts and activities of any kind of dealing with the bank and maintain a high level of enthusiasm and customer awareness while conveying our confidence in the bank and the services that are offered.

High school diploma or general education degree (GED); or one to three years related customer service experience and/or training; or equivalent combination of education and experience.  

If you want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team! WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development.

This is full-time position with a great work-life balance working Monday through Friday from 8:00 AM – 4:30 PM.  We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a generous 401(k) matching program along with a performance-based annual bonus opportunity.

Download Application Here

Please submit your application and resume by email to or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.

WoodTrust is an Equal Opportunity Employer.