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Commercial Document and Loan Processor

Neenah

Hours: 40

Functions:
The Commercial Document and Loan Processor is responsible for preparing top-quality loan documents in the Business Loan Department.  In this role you will:

  • Prepare commercial loan origination documents for new business loans and renewals
  • Board commercial loans in the host system
  • Record/file liens on collateral: mortgages, UCCs, vehicles, etc.
  • Prepare accounts payable invoices for Accounting
  • Balance and reconcile general ledger accounts used by Business Lending
  • Order real estate appraisals and evaluations and review for regulatory compliance
  • Prepare origination documents, process payments and communicate with participants for participation loans
  • Take member and third party calls in the queue
  • Process business line of credit sweeps
  • Process loan advances, loan payments, payoffs, account transfers and any other member requests
  • Assist lenders and members with maintenance and follow up
  • Assist in preparing monthly interest billings and a variety of reports
Interested”  Here’s a little information about us: 

Community First Credit Union is a financial cooperative of people helping people – we are member-owned, and live our name by putting our members, employees, and the community first.  We are one of Wisconsin’s largest credit unions, with over $2.8 billion in assets and 130,000+ member-owners.  We have won the annual  Post-Crescent Best of the Valley Award for Best Credit Union since 2008. We offer a professional environment; daytime hours (no Sundays!); great benefits - including a pension- to full time and part time employees, including paid holidays, paid time off, retirement benefits, and a work apparel allowance; and unparalleled opportunities to get involved in the community and make a difference in people’s lives.

We’re excited about who we are and what we do.  On top of all of that, we are a financially stable, growing organization – looking for the right people to share our vision on a long-term basis.




Qualifications:
  




Department: Business Lending

Requirements:
High School diploma or equivalent and one to three years of general office support or related experience, or equivalent combination of education and experience.  Commercial loan document preparation and/or processing experience preferred.  Some post-secondary education is preferred.  Microsoft Word, Excel, and LaserPro system experience desired.  Credit analysis, commercial documentation or other financial experience is preferred.
 
Create a career you can be proud of and share our dedication to being a strong partner within the communities we serve! This is your opportunity to be part of a team where everybody counts, everybody cares and everybody delivers – every day!