Jobs · Sales · Wisconsin

Commercial Loan Servicing Specialist 3

Summit Credit Union · Cottage Grove, WI · 2 mo ago
HybridSalesFull-time

About the role

Summit Credit Union seeks a Commercial Loan Servicing Specialist 3 to join our team. This role plays a critical behind-the-scenes role supporting complex commercial loans, ensuring accuracy, compliance, and an exceptional member experience from booking through payoff.

Responsibilities

  • Ensure Loan Accuracy & Integrity by booking new commercial loans, renewals, and modifications accurately and timely within core systems while meeting underwriting and regulatory requirements.
  • Support the Full Loan Lifecycle through processing payments, payoffs, escrows, ticklers, final titles, liens, loan files, and other post-closing activities that protect the credit union and our members.
  • Partner & Collaborate with Business Relationship Managers and Loan Servicing staff to resolve requests promptly and keep lending relationships running smoothly.
  • Maintain Regulatory Excellence by ensuring member records, assignments, and loan documentation meet all compliance and policy standards.
  • Manage Loan Ticklers proactively to clear exceptions and maintain an optimal level of outstanding items.
  • Enhance Processes & Systems by identifying improvements, participating in special projects, and supporting well-documented procedures that strengthen efficiency and accuracy.
  • Train & Support Teammates by providing guidance and knowledge sharing to ensure consistent, high-quality work across the team.
  • Aid Department Leadership by supporting the Manager with daily operational needs to keep the department running effectively.

Requirements

  • High School Diploma or General Education Degree (GED) required.
  • Four (4) or more years of loan systems or loan operations experience, or an equivalent combination of education and experience.
  • Strong written and verbal communication skills with the ability to interact professionally with members and internal partners.
  • Proven ability to meet deadlines and work accurately under pressure.
  • Excellent customer service mindset with strong interpersonal skills.
  • Exceptional attention to detail and commitment to accuracy.
  • Ability to maintain the highest level of confidentiality.
  • Working knowledge of lending regulations with the ability to follow policies and procedures to ensure compliance.

Qualifications

  • High School Diploma or General Education Degree (GED) required.
  • Four (4) or more years of loan systems or loan operations experience, or an equivalent combination of education and experience.
  • Strong written and verbal communication skills with the ability to interact professionally with members and internal partners.
  • Proven ability to meet deadlines and work accurately under pressure.
  • Excellent customer service mindset with strong interpersonal skills.
  • Exceptional attention to detail and commitment to accuracy.
  • Ability to maintain the highest level of confidentiality.
  • Working knowledge of lending regulations with the ability to follow policies and procedures to ensure compliance.

Skills

  • Strong written and verbal communication skills.
  • Proven ability to meet deadlines and work accurately under pressure.
  • Excellent customer service mindset.
  • Exceptional attention to detail and commitment to accuracy.
  • Ability to maintain the highest level of confidentiality.
  • Working knowledge of lending regulations.

Benefits

  • Excellent health insurance options to support you and your family.
  • 401(k) with employer match to help you invest in your future.
  • Generous paid time off so you can recharge and live your life.
  • Paid holidays and wellness-focused benefits.
  • Opportunities for professional growth and cross-functional learning.
  • A people-first culture that values accuracy, collaboration, and impact.
  • And more benefits designed to support you—at work and beyond.

Pay

Compensation is competitive and commensurate with experience.

Schedule

The schedule is flexible and includes occasional travel to branches.

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