COMMERCIAL POST CLOSING REPRESENTATIVE I

Primary Responsibilities

• Promoting and upholding the Fox Purpose, Mission, Vision, and Values
• Handling post-closing loan functions as they relate to commercial loans
• Checking in loan documents after loan closing for accuracy and completeness
• Storage and retention of files, including physical paper files, scanning and uploading
• Reviewing loan files for quality control
• Disbursing loans in accordance with approvals
• Tracking exceptions: recorded documents, title policies, insurance, financial statements, etc.
• Maintaining commercial loan accounts in the core system, including rate changes, renewals, modifications, payoffs, etc.
• Processing paid loans, including mortgage satisfactions and lien releases as applicable
• Disbursing and tracking construction draws
• Monitoring and reviewing the commercial loan pipeline
• Working with third-party websites as required for beneficial ownership data, tax tracking, etc.
• Maintaining a knowledge of credit union commercial products and services

Qualifications

• One year of previous financial industry experience is required
• One to three years of commercial loan experience is a plus
• Previous loan servicing experience is a plus
• Excellent organizational skills
• Effective time management skills
• Excellent written and verbal communication skills
• Detail-oriented
• Advanced knowledge of and experience with Microsoft Office
• Ability to work well independently and as part of a team
• Ability to maintain solid knowledge of regulations and applicable laws

Benefits

• Medical
• Dental
• Vision
• Life
• Short term and long-term disability insurance
• 401k (Roth and Traditional)
• Company contributions including match
• Paid time off
• caregiver leave
• Paid Volunteer Time Off

Pay

Competitive salary

Schedule

Full-time (40 hrs./wk.)