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Fox Communities Credit Union · 1 week ago

Commercial Loan Coordinator I

Appleton, WI

Full-time

Hybrid

Entry Level

1+ years exp

Fox Communities Credit Union is a community-based credit union serving over 130,000 members. They are seeking a full-time Commercial Loan Coordinator to assist the commercial team in delivering a top-notch member experience while supporting loan administration functions.

BankingFinancial ServicesInsurance

Growth Opportunities

Hiring Manager

Lindsey Bunkleman

Responsibilities

Promoting and upholding the Fox Purpose, Mission, Vision, and Values

Completing the preclosing process, which includes ensuring the timely ordering and receipt of appraisals and title commitments so that closing dates are met

Assisting in the collection and organization of information necessary to complete the closing process

Reviewing organizational documents and preparing beneficial ownership documents

Analyzing approved credit presentations to determine the appropriate documentation solution

Utilizing credit union software to produce the appropriate loan documentation in compliance with the credit union’s loan policy and the loan approval

Disbursing loans and providing appropriate fees while reviewing loan disbursement/settlement statements

Conducting lien searches and related due diligence tasks

Monitoring and maintaining the commercial loan pipeline for assigned lender(s)

Maintaining a strong knowledge of credit union commercial products and services

Reviewing loan documentation prepared by peers, for loans less than $1 million, along with all supporting information to ensure that loan documents are prepared in compliance with the credit union’s loan policy and the loan approval

Qualification

Commercial loan experienceFiserv DNALoan documentation complianceAdvanced Microsoft OfficeAttention to detailTeam supportWritten communicationVerbal communicationProject management

Required

Equivalent experience acceptable

Excellent written and verbal communication skills

Advanced Microsoft Office skills

Ability to work well independently and lead by example

Ability to efficiently and accurately handle multiple projects and deadlines with excellent attention to detail

Desire to provide informed, professional, friendly, and accurate support to the team

Ability to obtain and maintain an understanding of commercial and other company products and services

Ability to understand and adhere to credit union guidelines, policies, and procedures, including loan policy, credit administration, documentation, and structuring