Commercial Loan Processor

About the role

At Landmark Credit Union, we succeed by putting people first — and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. This position reports to the Sr Manager, Commercial Banking Operations and is responsible for assisting the Commercial Banking Department through preparation of commercial documentation, closing, post‑closing and booking of commercial loans. The role performs a variety of functions related to preparing documents, creating closing packages, booking and servicing business loans, and may have contact with existing members, prospective members, and other professional providers used by the Commercial Banking Department. This position can work out of our New Berlin, WI or Appleton, WI Commercial Banking office.

Responsibilities

• Review loan closing documentation orders and all attachments, ensuring an approved and complete document request order has been received.
• Communicate with administrator/lender to obtain missing information or clarify loan details as needed.
• Prepare all documents needed for loan closing and thoroughly review for accuracy and compliance before packaging and sending to administrator/lender.
• Perform peer review of coworkers’ loan closing document packages when required.
• Order and fund wire transfers for external closings as required.
• After loan closing, book business loan to core system and complete any other post‑closing disbursements, including payment of vendor invoices, filing of liens, and ordering of final title.
• Complete, review, and update required checklists to verify correct process completion and ensure all essential follow‑up (e.g., exceptions) have been established.
• Accurately and timely complete all management and compliance reports in required software.
• Create exceptions as needed to track missing documents and lien filings (e.g., mortgage, title policies) and required ongoing tracking (e.g., UCC filings, insurance policies).
• Review and update exceptions as missing documentation is received, updating the loan file/scanned file as required; handle corrections in a timely fashion.
• Assemble business files and ensure they are organized in a consistent and complete manner, scanning and correctly labeling all documents as required.
• Send original signature document files to vault for safekeeping.
• Perform backup to the Administrative and Servicing Staff as required.
• Perform other duties as assigned.

Requirements

• High school diploma, or equivalent, and three years of direct experience in business/commercial documentation and/or auditing (combination of education and experience will also be considered).
• 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.
• Excellent verbal and written communication skills, problem‑solving skills, organizational skills, and the ability to work independently as a valuable team member in a dynamic environment.
• Demonstrated knowledge in all types of business loan, real estate, and business asset documentation (preferred).
• 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.
• Strong interpersonal skills, a positive attitude, and a desire to help people.
• Thorough understanding of company policies and procedures as they relate to this position.
• Understanding of and compliance with all job‑related state and federal laws and regulations.