Commercial Loan Processor Job #313

Symicor Group•Greenfield, WI

11h•Hybrid

About The Position

Our Greenfield-based bank client is seeking to fill a Hybrid Remote Commercial Loan Processor role. The successful candidate will be responsible for reporting to the Vice President of Business Services Operations Manager. Responsible for assisting the Business Lending Department through the preparation of business documentation, closing, post-closing, and booking of business loans. This role performs a variety of functions related to preparing documents, creating closing packages, and booking and servicing business loans.

Requirements

High school diploma, or equivalent, and three years of direct experience in business/commercial documentation and/or auditing.
2-5 years of experience processing CRE/C&I loans.
Experience or ability to gain proficiency in all programs and systems used for this job including Microsoft Office products and systems related to business lending.
Proven ability to organize work, balance multiple priorities, manage a variety of projects in a fast-paced, flexible work environment with strong attention to detail and within defined deadlines.
Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
Must possess strong interpersonal skills, a positive attitude, and a desire to help people.
Must have a thorough understanding of company policies and procedures as they relate to this position.
Must understand and comply with all job-related state and federal laws and regulations.

Nice To Haves

Demonstrated knowledge in all types of business loan, real estate and business asset documentation preferred.

Responsibilities

Reviews loan closing documentation order and all attachments; ensuring an approved and complete document request order has been received.
Communicate with the administrator/lender to get any missing information or to clarify loan details as needed.
Prepares all documents needed for loan closing, and thoroughly reviews for accuracy and compliance before packaging and sending to administrator/lender. Peer review may be required and Specialists may also be required to review coworkers loan closing document packages.
Orders and funds wire transfers for external closings as required.
After the loan has been closed, books the business loan to the core system and completes any other disbursements after closing, including the payment of any vendor invoices, filing of liens, and ordering of final title.
Completes, reviews, and updates required checklists to verify that the correct process has been completed and to ensure all essential follow-up (i.e., exceptions) have been established.
Accurate and timely completion of all management and compliance reports in required software.
Create exceptions as needed to ensure tracking of any missing documents and lien filings (i.e.. mortgage, title policies), along with required ongoing tracking, (i.e., UCC filings, insurance policies).
Reviews and updates exceptions as missing documentation is received, updating the loan file/scanned file as required. If corrections are required these are handled in a timely fashion.
Assembles business files and ensures they are organized in a consistent and complete manor, scanning and correctly labeling all documents as required. Original signature document files are sent to the vault for safekeeping.
Performs backup to the Administrative and Servicing Staff as required.
Performs other duties as assigned.