Commercial Document and Loan Processor

Community First Credit Union • Neenah, WI

1d

About The Position

Join a movement, not just a workplace. As a Commercial Document and Loan Processor, you’ll play a vital role in helping local businesses thrive and together we will help build brighter financial futures for our member-owners. At Community First Credit Union, we believe strong communities are built when people come first. Behind every successful business loan is a team committed to service, precision, and collaboration. In this role, you’ll help bring commercial lending solutions to life by preparing loan documents, coordinating with lenders and partners, and ensuring every detail supports our member-owners’ success. This position is ideal for someone who thrives on organization, values teamwork, and takes pride in work that supports real people and real businesses. Your efforts will help ensure a smooth lending experience—one that reflects our cooperative values and commitment to doing what’s right for our members. What you’ll do as a Commercial Document and Loan Processor at CFCU: Support business lending from start to finish. Partner with Business Lenders and Portfolio Coordinators to gather required documentation and prepare commercial loan documents for new loans and renewals. Prepare and manage loan documentation. Create accurate origination documents and ensure all files are complete, compliant, and ready for closing. Coordinate third-party services. Order appraisals, evaluations, inspections, flood determinations, title work, insurance, and related documentation in accordance with loan approvals and regulatory requirements. Ensure smooth closings. Communicate with title companies to confirm accurate closing statements and review final title policies and letter reports after closing. Maintain loan records and collateral. Process full and partial collateral releases and complete post-closing reviews to confirm perfected security interests and regulatory adherence. Provide responsive service. Answer member and third-party calls, monitor shared departmental email, and support ongoing servicing needs. Support reporting and compliance. Input HMDA data, assist with recurring reports, and maintain thorough knowledge of policies, procedures, and applicable regulations. Be a trusted backup. Assist with loan advances, payments, payoffs, account transfers, verifications, and credit references as needed to support the team.

Requirements

• 1-3 years of experience in loan processing, commercial documentation, or financial services support.
• Associate’s degree in business, finance, or a related field preferred, or an equivalent combination of education and experience.
• Experience with commercial loan documentation systems and general office software
• Familiarity with commercial lending processes, documentation requirements, and regulatory compliance preferred

Nice To Haves

• LaserPro experience is a plus

Responsibilities

• Support business lending from start to finish.
• Partner with Business Lenders and Portfolio Coordinators to gather required documentation and prepare commercial loan documents for new loans and renewals.
• Prepare and manage loan documentation.
• Create accurate origination documents and ensure all files are complete, compliant, and ready for closing.
• Coordinate third-party services.
• Order appraisals, evaluations, inspections, flood determinations, title work, insurance, and related documentation in accordance with loan approvals and regulatory requirements.
• Ensure smooth closings.
• Communicate with title companies to confirm accurate closing statements and review final title policies and letter reports after closing.
• Maintain loan records and collateral.
• Process full and partial collateral releases and complete post-closing reviews to confirm perfected security interests and regulatory adherence.
• Provide responsive service.
• Answer member and third-party calls, monitor shared departmental email, and support ongoing servicing needs.
• Support reporting and compliance.
• Input HMDA data, assist with recurring reports, and maintain thorough knowledge of policies, procedures, and applicable regulations.
• Be a trusted backup.
• Assist with loan advances, payments, payoffs, account transfers, verifications, and credit references as needed to support the team.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree