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About the Role

This position assists the Commercial Banking Department through the preparation, closing, post-closing, and booking of commercial loans. The role involves preparing documents, creating closing packages, and servicing business loans, with potential interaction with members and professional providers.

Responsibilities

• Reviews loan closing documentation orders and attachments to ensure completeness.
• Prepares all necessary loan closing documents, reviewing for accuracy and compliance.
• Books business loans to the core system and completes post-closing disbursements.
• Completes, reviews, and updates checklists to verify process completion and establish follow-up actions.
• Completes management and compliance reports accurately and timely.
• Creates and manages exceptions for tracking missing documents and lien filings.
• Assembles and organizes business files, scanning and labeling all documents.
• Performs backup duties for Administrative and Servicing Staff.
• Performs other duties as assigned.

Requirements

• High school diploma or equivalent and three years of direct experience in business/commercial documentation and/or auditing, or a combination of education and experience.
• Experience or ability to gain proficiency in Microsoft Office products and business lending systems.
• Excellent verbal and written communication, problem-solving, and organizational skills.
• Ability to work independently and as a team member in a dynamic environment.
• Demonstrated knowledge in business loan, real estate, and business asset documentation is preferred.
• Proven ability to organize work, balance multiple priorities, and manage projects within deadlines.
• Strong attention to detail in a fast-paced, flexible work environment.
• Demonstrated ability to use independent judgment and discretion while maintaining confidentiality.
• Strong interpersonal skills, a positive attitude, and a desire to help people.
• Thorough understanding of company policies, procedures, and relevant state and federal laws and regulations.

Skills

• Verbal communication
• Written communication
• Problem solving
• Organizational skills
• Attention to detail
• Interpersonal skills

Location

• Onsite

Work Type

• Full-time

Experience Level

• 3 years of direct experience

Education Level

• High school diploma or equivalent

About the Company

• Landmark Credit Union focuses on putting people first, fostering a culture of inclusion and collaboration.
• The organization supports members' financial wellbeing, positively impacts communities, and helps associates grow their careers.
• Landmark Credit Union values unique qualities, enables potential, and recognizes contributions.
• The company empowers associates to grow and succeed while feeling valued and taken care of.

Equal Opportunity

• EEO/Veterans/Disabled