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Prepare approved loans for boarding and closing.
Collect required documents and information from borrower(s) in preparation for closing, review pre-closing conditions and gather necessary approvals.
Confirm all pre-closing conditions have been satisfied and proper insurance policies have been provided for the subject property.
Communicate with attorneys, borrowers, and other related parties to ensure a smooth closing process.
Board new loans on core system(s) and prepare for funding.
Create loan documents using LaserPro or other systems.
Track incoming correspondence from title companies and attorneys.
Collect and scan recorded documents post-closing for each funded loan and upload to appropriate systems or electronic storage.
Follow up with attorneys for any missing loan documents.
Create hard copy files with all original (wet signature) documents for each loan.
Order appraisals and request quotes.
Ensure compliance with all policies, regulations, and laws.
Assist manager in preparing monthly closing pipeline reports.
Perform other duties as assigned by manager or as needed.

Minimum 2 years experience in lending field, workflow organization, and processing procedures.
Comprehensive knowledge of commercial and business lending with completion of formal commercial loan analysis education on the evaluation of financial statements and tax returns, or prior work experience.

Polish & Slavic Federal Credit Union is committed to supporting our employees’ overall wellbeing by providing valuable benefits.

Business Lending Associate at Polish & Slavic Federal Credit Union

Business Lending Associate