Landmark Credit Union · 17 hours ago
Consumer Document Preparation Coordinator
555 S Executive Dr, Brookfield, WI 53005, USA
Full-time
Onsite
Entry Level
1+ years expLandmark Credit Union is committed to putting people first and fostering an inclusive and collaborative culture. The Consumer Document Preparation Coordinator is responsible for reviewing loan applications, determining required documentation, and ensuring accuracy in the preparation process.
Financial Services
Responsibilities
Reviews non-home equity loan types (auto, boats, RV, vehicles, power sports, signature loans, and deposits secured loans)
Works with Consumer Loan Processors, Personal Financial Officers (PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning
Reviews applications for additional action or documentation that may be needed (GAP issued, mechanical breakdown, DMV documents and powersport registration applications)
Finalizes sale of GAP and mechanical breakdown protection and attaches the documents to the document set in loan application
Updates DealerTrack log, if applicable
Reviews documents for accuracy
Prints any paper documents to branch for closing, if applicable
Sends documentation prior to closing, either to branch or member based on member signature election
Communicates with Branch PFO, Member Service PFO, and/or Consumer Loan Specialist regarding closing details
Reprocesses the documents, if needed
Delivers and monitors pending signatures for documents that have been sent for electronic signature
Books electronically signed loans once all documentation is properly signed and distributes checks accordingly along with any payoff letters
Performs other duties as assigned
Qualification
Required
High school diploma or equivalent and a minimum of one year of lending or financial experience, or one year of experience with Landmark
Proficient in Microsoft Office programs, basic typing skills
Proven ability to consistently complete duties within established time frames in a high-volume environment
Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently
Demonstrated success in independent research and issue resolution with the ability to escalate when needed
Must have experience or be able to gain proficiency in all programs and systems used for this job
Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality
Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and job-related state and federal laws and regulations
Company
Landmark Credit Union
Landmark Credit Union is a not-for-profit financial cooperative owned by our customers/members.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
David Powers
Chief Financial Officer
Recent News
2025-10-02
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