Commercial Loan Processing Coordinator 3

Summit Credit Union

Cottage Grove, WI

JOB DETAILS
SKILLS
Alliance/Partner Management, Analysis Skills, Business Development, Business Growth, Business Services, Business Support, Commercial Loans, Communication Skills, Construction, Continuous Improvement, Credit Union, Customer Experience, Customer Relations, Detail Oriented, Diversity, Documentation, Due Diligence, Establish Priorities, Financial Analysis, Follow Through, High School Diploma, Interpersonal Skills, Loan Closing, Loan Documents, Loan Processing, Loan Review, Loans, Marketing/Sales Collateral, Mathematics, Microsoft Office, Microsoft Product Family, Mobile Devices, Multitasking, Office Equipment, Organizational Skills, Physical Demands, Presentation/Verbal Skills, Printers, Procedure Development, Sales Closing Skills, Small Business, Team Player, Time Management, Willing to Travel, Writing Skills
LOCATION
Cottage Grove, WI
POSTED
3 days ago

At Summit Credit Union, we believe great teams deliver great member experiences-and strong operational excellence makes that possible.

As a Commercial Loan Processing Coordinator, you'll play a critical role in supporting the development and growth of business relationships by ensuring accurate, timely, and compliant loan documentation. By partnering closely with Business Relationship Managers and internal teams, you'll help deliver a seamless, high-quality lending experience that supports both our members and the organization.

What You'll Do (Your Impact)

Provide support to the Business Services Department and internal partners to grow and maintain business relationships

Collaborate with Business Relationship Managers to coordinate loan closings and required documentation

Evaluate loan requests to ensure proper documentation of business structure and completeness of files

Review and validate collateral documentation to ensure accuracy and proper language

Prepare business loan documents accurately and within established timelines

Deliver timely and compliant disclosures in accordance with regulatory requirements

Conduct due diligence activities, including ownership verification and collateral analysis

Communicate with third parties (title companies, appraisers, flood vendors) to obtain required documentation

Coordinate and schedule loan closings in a timely and efficient manner

Monitor loan pipeline to ensure deals progress and close within expected timeframes

Peer-review loan packages to ensure quality and completeness prior to closing

Support higher complexity loans, including SBA, participation, and construction loans

Focus on preparing documentation for top-tier loan portfolios

Identify and recommend process, procedure, and documentation improvements

Take ownership of member requests and follow through to resolution, ensuring a best-in-class experience

What You Bring

  • High School Diploma or GED required
  • Four or more years of experience with commercial loan documentation or commercial loan systems (or equivalent combination of education and experience)
  • Strong written and verbal communication skills with the ability to interact professionally across all levels
  • Ability to manage multiple priorities, switch tasks efficiently, and meet deadlines under pressure
  • Strong organizational skills with exceptional attention to detail and accuracy
  • Customer-focused mindset with excellent interpersonal skills
  • Ability to maintain strict confidentiality of sensitive information
  • Strong mathematical aptitude, including calculations involving interest, percentages, and financial analysis
  • Working knowledge of Microsoft Office products

Why You'll Love Working Here

A meaningful role where you directly impact member experiences through accurate and timely loan processing

Opportunities to work on complex and high-value lending transactions

A collaborative culture that values teamwork, precision, and continuous improvement

The ability to influence processes and contribute to operational excellence

A workplace that prioritizes member satisfaction and employee accountability

Additional Details:

Physical Demands

While performing the duties of this position, the employee is required to sit, stand, walk, and use hands and fingers. The employee may occasionally reach above and below shoulder level and lift, push, pull, and/or carry up to 10 pounds.

Environmental/Working Conditions

Work is performed in a typical administrative setting with climate control and appropriate lighting. Travel to branches may require exposure to outdoor and traffic conditions.

Equipment Used

A variety of office equipment, including telephone, printer, PC, and mobile devices.

Our Commitment

At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status, or any other characteristic protected by local, state, or federal law.

We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

Ready to Make an Impact?

If you're passionate about delivering accurate, compliant lending solutions, supporting strong business relationships, and creating exceptional member experiences-we'd love to meet you.

About the Company

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Summit Credit Union