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.