Commercial Loan Processing Coordinator 3

Summit Credit Union • Village of Cottage Grove, WI

1d • Onsite

About The Position

As a Commercial Loan Processing Coordinator, you’ll play a critical role in supporting the development and growth of business relationships by ensuring accurate, timely, and compliant loan documentation. By partnering closely with Business Relationship Managers and internal teams, you’ll help deliver a seamless, high-quality lending experience that supports both our members and the organization.

Requirements

• High School Diploma or GED required
• Four or more years of experience with commercial loan documentation or commercial loan systems (or equivalent combination of education and experience)
• Strong written and verbal communication skills with the ability to interact professionally across all levels
• Ability to manage multiple priorities, switch tasks efficiently, and meet deadlines under pressure
• Strong organizational skills with exceptional attention to detail and accuracy
• Customer-focused mindset with excellent interpersonal skills
• Ability to maintain strict confidentiality of sensitive information
• Strong mathematical aptitude, including calculations involving interest, percentages, and financial analysis
• Working knowledge of Microsoft Office products

Responsibilities

• Provide support to the Business Services Department and internal partners to grow and maintain business relationships
• Collaborate with Business Relationship Managers to coordinate loan closings and required documentation
• Evaluate loan requests to ensure proper documentation of business structure and completeness of files
• Review and validate collateral documentation to ensure accuracy and proper language
• Prepare business loan documents accurately and within established timelines
• Deliver timely and compliant disclosures in accordance with regulatory requirements
• Conduct due diligence activities, including ownership verification and collateral analysis
• Communicate with third parties (title companies, appraisers, flood vendors) to obtain required documentation
• Coordinate and schedule loan closings in a timely and efficient manner
• Monitor loan pipeline to ensure deals progress and close within expected timeframes
• Peer-review loan packages to ensure quality and completeness prior to closing
• Support higher complexity loans, including SBA, participation, and construction loans
• Focus on preparing documentation for top-tier loan portfolios
• Identify and recommend process, procedure, and documentation improvements
• Take ownership of member requests and follow through to resolution, ensuring a best-in-class experience

Benefits

• A meaningful role where you directly impact member experiences through accurate and timely loan processing
• Opportunities to work on complex and high-value lending transactions
• A collaborative culture that values teamwork, precision, and continuous improvement
• The ability to influence processes and contribute to operational excellence
• A workplace that prioritizes member satisfaction and employee accountability

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED