Business Loan Representative Supervisor

Royal Credit UnionEau Claire, WI
18h$75,000 - $86,000Hybrid

About The Position

Team Members are at the core of who we are; living our core values of making a difference, doing the right thing, making it easy, being caring, being friendly, nice, and respectful, and taking ownership. Perhaps Royal is the change you’re looking for. Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members. Is this you? If so, let us know by submitting an application! Do you thrive in a fast-paced environment where you can lead, coach, and keep complex work moving forward? Become a Business Loan Representative Supervisor at Royal Credit Union! In this role, you’ll guide and mentor a team of Business Loan Representatives, coordinate workflow to ensure business loans close accurately and on time, and help drive strong processes, compliance, and service that meets Members’ needs. Why Royal? Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth. Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals. Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills. Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged. Community Involvement: Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger. What You’ll Do: Supervise an assigned team of Business Loan Representatives and assist the Business Loan Representative Manager with the overall operations of the Department. Provide expertise, mentoring and guidance to the Business Loan Representatives. Coordinate the workflow of the Business Loan Representatives to ensure loans close in a timely manner and Member needs are met. Work collaboratively with Business Loan Representative Manager and other Business Loan Representative Supervisors on overall process, procedures, systems and compliance. Our Commitment To You: Compensation: $75,000 - $86,000 annually (candidates with significant related experience may be higher) Benefits: Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 5% 401k employer match, paid family and sick leave, vacation and sick time accruals, childcare reimbursement, tuition and student loan debt assistance, pet insurance, and much more! What’s Needed For This Position: Associate's Degree or the Equivalent in Experience in Business, Accounting, or Finance Four (4) years experience working in the field of commercial or real estate documentation Two (2) years leadership experience knowledge of laws and regulations governing business lending or real estate practices. Demonstrated ability to quickly learn and apply new technologies and digital tools in daily work, including confidently using Royal’s digital solutions on devices such as tablets, smart phones, PCs, and laptops to support efficient, accurate processing and communication. Strong working knowledge of core Microsoft tools (Word, Excel, and Outlook) and a basic understanding of PowerPoint products, with the ability to use them to organize documentation, manage workflows, track details, and communicate clearly with internal partners. Proven capability to interpret and apply business lending and/or real estate-related laws and regulations in a documentation environment, ensuring work aligns with requirements and supporting informed decision-making when exceptions or questions arise. Skill in preparing, reviewing, and maintaining loan documentation with attention to detail and quality, including knowledge of LaserPro loan documentation, to support compliant, accurate, and timely loan closing outcomes. Ability to balance accuracy, productivity, and service by organizing multiple priorities, collaborating across teams, and maintaining consistent standards while supporting a team environment that meets operational needs. We’d Love To See: Bachelor's Degree or the Equivalent in Experience in Business, Accounting, or Finance. previous Royal Credit Union experience. Experience as a Business Loan Representative II. Work Schedule. Location: This is a full-time, exempt level position. Hours will generally be Monday through Friday, 8:00 am - 5:00pm. This position is part of Royal's workplace flexibility program and has the ability to be hybrid (2 days remote, 3 in office) after a few months of training and proficiency in the position. This position will work out of our Corporate Center located in Eau Claire, WI. Training: Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging. Foundation Training covers fundamental information about Royal’s culture and core values which sets the stage for team members to be successful within our organization. Ready to make a positive impact? APPLY NOW if you are ready to take on this exciting challenge to contribute to our mission and become a part of the Royal Credit Union family! We will be communicating with you by email and/or text on the status of your application. Please monitor your email inbox and junk folder for status updates and additional instructions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status or status as an individual with disability.

Requirements

  • Associate's Degree or the Equivalent in Experience in Business, Accounting, or Finance
  • Four (4) years experience working in the field of commercial or real estate documentation
  • Two (2) years leadership experience
  • knowledge of laws and regulations governing business lending or real estate practices.
  • Demonstrated ability to quickly learn and apply new technologies and digital tools in daily work, including confidently using Royal’s digital solutions on devices such as tablets, smart phones, PCs, and laptops to support efficient, accurate processing and communication.
  • Strong working knowledge of core Microsoft tools (Word, Excel, and Outlook) and a basic understanding of PowerPoint products, with the ability to use them to organize documentation, manage workflows, track details, and communicate clearly with internal partners.
  • Proven capability to interpret and apply business lending and/or real estate-related laws and regulations in a documentation environment, ensuring work aligns with requirements and supporting informed decision-making when exceptions or questions arise.
  • Skill in preparing, reviewing, and maintaining loan documentation with attention to detail and quality, including knowledge of LaserPro loan documentation, to support compliant, accurate, and timely loan closing outcomes.
  • Ability to balance accuracy, productivity, and service by organizing multiple priorities, collaborating across teams, and maintaining consistent standards while supporting a team environment that meets operational needs.

Nice To Haves

  • Bachelor's Degree or the Equivalent in Experience in Business, Accounting, or Finance.
  • previous Royal Credit Union experience.
  • Experience as a Business Loan Representative II.

Responsibilities

  • Supervise an assigned team of Business Loan Representatives and assist the Business Loan Representative Manager with the overall operations of the Department.
  • Provide expertise, mentoring and guidance to the Business Loan Representatives.
  • Coordinate the workflow of the Business Loan Representatives to ensure loans close in a timely manner and Member needs are met.
  • Work collaboratively with Business Loan Representative Manager and other Business Loan Representative Supervisors on overall process, procedures, systems and compliance.

Benefits

  • comprehensive medical, dental, and vision insurance plans
  • 5% 401k employer match
  • paid family and sick leave
  • vacation and sick time accruals
  • childcare reimbursement
  • tuition and student loan debt assistance
  • pet insurance
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