COMMERCIAL POST CLOSING REPRESENTATIVE I

Fox Communities Credit Union • De Pere, WI

8d • Onsite

About The Position

The Commercial Post Closing Representative I assists the commercial team in the delivery of an industry-leading member experience for our commercial members. This includes supporting post-closing functions consistent with loan policies, procedures, and standards of the credit union, and providing guidance to department team members as needed regarding processes and procedures to ensure consistency.

Requirements

• One year of previous financial industry experience is required
• Excellent organizational skills
• Effective time management skills
• Excellent written and verbal communication skills
• Detail-oriented
• Advanced knowledge of and experience with Microsoft Office
• Ability to work well independently and as part of a team
• Ability to maintain solid knowledge of regulations and applicable laws

Nice To Haves

• One to three years of commercial loan experience is a plus
• Previous loan servicing experience is a plus

Responsibilities

• Promoting and upholding the Fox Purpose, Mission, Vision, and Values
• Handling post-closing loan functions as they relate to commercial loans
• Checking in loan documents after loan closing for accuracy and completeness
• Storage and retention of files, including physical paper files, scanning and uploading
• Reviewing loan files for quality control
• Disbursing loans in accordance with approvals
• Tracking exceptions: recorded documents, title policies, insurance, financial statements, etc.
• Maintaining commercial loan accounts in the core system, including rate changes, renewals, modifications, payoffs, etc.
• Processing paid loans, including mortgage satisfactions and lien releases as applicable
• Disbursing and tracking construction draws
• Monitoring and reviewing the commercial loan pipeline
• Working with third-party websites as required for beneficial ownership data, tax tracking, etc.
• Maintaining a knowledge of credit union commercial products and services

Benefits

• medical
• dental
• vision
• life
• short term and long-term disability insurance
• 401k (Roth and Traditional), which includes company contributions including match
• paid time off
• caregiver leave
• Paid Volunteer Time Off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed