Post Closing Specialist

Community First Credit Union | WisconsinNeenah, WI

About The Position

As a Commercial Post Closing Specialist, you will assist in the post-closing, tracking, servicing and file maintenance of the Business Loan Department. Take pride in building and driving strong relationships with our business members, while working with a team that is passionate about providing exceptional service and an array of best-in-class products. At Community First, we work hard, have fun, pull together- and we are looking for someone who is ready to shine.

Requirements

  • 1 to 3 years of general office support or related experience
  • Microsoft Office experience desired

Nice To Haves

  • Some post-secondary education in a related field is a plus
  • Commercial documentation of other financial experience desired

Responsibilities

  • Board commercial loans in the core system
  • Record and file liens on collateral such as mortgages, UCC's and vehicles and file UCC filing continuations
  • Review real estate appraisals and evaluations for regulatory compliance
  • Perform post-closing review of loan document packages and ticklers to the perfected security interest is obtained and the documents adhere to regulations, policies and procedures
  • Process loan advances, loan payments, payoffs, account transfers and any other member requests
  • Review monthly address changes reports, comparing them to Sageworks' contacts and updating if necessary
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