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About the Role
Landmark Credit Union is committed to putting people first, fostering a culture of inclusion and collaboration to support members' financial wellbeing, positively impact communities, and help associates grow their careers. This position assists the Commercial Banking Department by preparing, closing, and booking commercial loans, and servicing business loans.
Responsibilities
- Reviews loan closing documentation orders and attachments for completeness and accuracy.
- Prepares all necessary documents for loan closing, ensuring accuracy and compliance.
- Books business loans to the core system and completes post-closing disbursements.
- Completes, reviews, and updates required checklists to verify process completion and establish follow-up items.
- Accurately and timely completes management and compliance reports.
- 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 all types of business loan, real estate, and business asset documentation is preferred.
- Proven ability to organize work, balance multiple priorities, and manage projects in a fast-paced, flexible environment with strong attention to detail and within deadlines.
- 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 job-related state and federal laws and regulations.
Skills
- Microsoft Office products
- Business lending systems
- Verbal communication
- Written communication
- Problem-solving
- Organizational skills
- Attention to detail
Location
- New Berlin, WI
- Appleton, WI
Work Type
- Full-time
Experience Level
- 3 years of direct experience in business/commercial documentation and/or auditing
Education Level
- High school diploma or equivalent
About the Company
- Landmark Credit Union puts people first, fostering a culture of inclusion and collaboration.
- The organization supports members' financial wellbeing, positively impacts communities, and helps associates grow their careers.
- Associates are valued for their unique qualities, enabled to reach their full potential, and recognized for their contributions.
Equal Opportunity
- EEO/Veterans/Disabled