Commercial Loan Coordinator

About the role

At Landmark Credit Union we succeed by putting people first. Our culture of inclusion and collaboration supports members’ financial wellbeing, positively impacts the communities we serve, and helps associates grow their careers. This position can work out of our New Berlin, WI or Appleton, WI Commercial Banking office and reports to the Sr. Manager, Commercial Banking Operations. The role assists the Commercial Banking Department through administration of commercial loan closings, handling due‑diligence documentation, ordering and reviewing loan closing documents, and managing the closings for commercial loans. Regular contact is maintained with existing members, prospective members, and other professional providers used by the Commercial Banking Department.

Responsibilities

• Facilitate the loan closing process as liaison between lenders, external legal counsel, title companies, and internal credit and loan processing departments.
• Manage the loan closing pipeline and communicate timelines with internal loan processing, lenders, title companies, and attorneys.
• Request and verify supporting documents (organizational documents, title work, flood searches, collateral insurance, loan payoffs, and other due‑diligence items) to ensure compliance with loan approval and bank closing procedures.
• Review, update, or correct documents as needed; order payoff of liens to be satisfied with new funding.
• Confirm proper execution of title, vehicle, and UCC searches and ensure collateral position meets standards, obtaining updates/corrections as required.
• Prepare checklists for ordering loan closing document packages and send them to processors with all supporting documents and due‑diligence.
• Review credit approval presentations and completed loan closing packages for accuracy, compliance, and adherence to loan approval guidelines.
• Attend in‑house closings as needed to provide support to the lender/member and notary services.
• Review all documents immediately after closing to ensure proper signatures and accurate completion.
• Send fully executed loan packages to processing staff for booking, filing of liens, vendor payments, and other steps required to complete the loan file.
• Provide backup support to processing staff as required.
• Perform other duties as assigned.

Requirements

• High school diploma or equivalent; minimum five years of experience preparing and/or reviewing legal or financial documentation (combination of education and experience may be considered).
• Proficiency with Microsoft Office and systems used for documentation preparation, review, or exception tracking.
• Excellent verbal and written communication, problem‑solving, and organizational skills; ability to work independently and as a valuable team member in a dynamic environment.
• Knowledge of loan processing structures and requirements; real‑estate and commercial documentation experience preferred.
• Ability to organize work, balance multiple priorities, manage projects in a fast‑paced, flexible environment with strong attention to detail and adherence to deadlines.
• Use of independent judgment and discretion while maintaining a high degree of confidentiality.
• Strong interpersonal skills, positive attitude, and desire to help people.
• Thorough understanding of company policies and procedures related to the position.
• Compliance with all applicable state and federal laws and regulations.