Commercial Loan Processing Coordinator 3

Summit Credit Union

  • West Bend, WI
  • 30+ days ago
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    Skills

    • Alliance/Partner Managementunmatched
    • Analysis Skillsunmatched
    • Business Developmentunmatched
    • Business Growthunmatched
    • Business Servicesunmatched
    • Business Supportunmatched
    • Commercial Loansunmatched
    • Communication Skillsunmatched
    • Constructionunmatched
    • Continuous Improvementunmatched
    • Credit Unionunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Detail Orientedunmatched
    • Diversityunmatched
    • Documentationunmatched
    • Due Diligenceunmatched
    • Establish Prioritiesunmatched
    • Financial Analysisunmatched
    • Follow Throughunmatched
    • High School Diplomaunmatched
    • Interpersonal Skillsunmatched
    • Loan Closingunmatched
    • Loan Documentsunmatched
    • Loan Processingunmatched
    • Loan Reviewunmatched
    • Loansunmatched
    • Marketing/Sales Collateralunmatched
    • Mathematicsunmatched
    • Microsoft Officeunmatched
    • Microsoft Product Familyunmatched
    • Mobile Devicesunmatched
    • Multitaskingunmatched
    • Office Equipmentunmatched
    • Organizational Skillsunmatched
    • Physical Demandsunmatched
    • Presentation/Verbal Skillsunmatched
    • Printersunmatched
    • Procedure Developmentunmatched
    • Sales Closing Skillsunmatched
    • Small Businessunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Willing to Travelunmatched
    • Writing Skillsunmatched

    Description

    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.

    Numbers & Facts

    LocationWest Bend, WI

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