Commercial Loan Processing Coordinator 3

About the role

At Summit Credit Union, you'll play a crucial part in supporting the development and growth of business relationships by ensuring accurate, timely, and compliant loan documentation. Your work will help deliver a seamless, high-quality lending experience that benefits both our members and the organization.

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
• Cook up and schedule loan closings in a timely and efficient manner
• Maintain a watchful eye on the 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
• Identify and recommend process, procedure, and documentation improvements
• Take ownership of member requests and follow through to resolution, ensuring a best-in-class experience

Requirements

• A High School Diploma or GED
• Four or more years of experience with commercial loan documentation or commercial loan systems (or equivalent combination of education and experience)

Qualifications

• Strong written and verbal communication skills with the ability to interact professionally across all levels
• Strong organizational skills with exceptional attention to detail and accuracy
• A customer-focused mindset with excellent interpersonal skills
• The ability to maintain strict confidentiality of sensitive information
• A strong mathematical aptitude, including calculations involving interest, percentages, and financial analysis
• A working knowledge of Microsoft Office products

Skills

• Microsoft Office products

Benefits

• 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

Pay

Compensation is competitive and commensurate with experience.

Schedule

Full-time position with flexible hours to accommodate business needs.

Additional Details

• Physical Demands: While performing the duties of this position, the employee is required to sit, stand, walk, and use hands and fingers. The employee may occasionally reach above and below shoulder level and lift, push, pull, and/or carry up to 10 pounds.
• Environmental/Working Conditions: Work is performed in a typical administrative setting with climate control and appropriate lighting. Travel to branches may require exposure to outdoor and traffic conditions.
• Equipment Used: A variety of office equipment, including telephone, printer, PC, and mobile devices.

Our Commitment

We are committed to providing Equal Employment Opportunity without regard to race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity, marital status, or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better.