Summit Credit Union · 1 day ago
Manager Commercial Loan Processing
Cottage Grove, WI
Full-time
Onsite
Mid, Senior Level
5+ years expSummit Credit Union is a financial institution that is seeking a Manager for their Loan Processing department. The role involves directing and managing the Loan Processing team, ensuring efficient loan document preparation, and providing training and oversight to meet regulatory and operational standards.
BankingFinancial ServicesPersonal Finance
Responsibilities
Direct and manage Summit Credit Union’s Loan Processing department within Business Services
Assigns loan requests to the team based on skill and difficulty, reviews loan document packages, and monitors the commercial loan pipeline to assure that loans are flowing through the pipeline effectively to meet lender and member expectations
Provides training and oversight of the due diligence processes
Ensures closing due dates, regulatory requirements, Credit Union Policy, and safe/prudent financial institution practices are being followed
Work with the VP- Business Services Credit & System Operations, to ensure workflows are followed and suggest improvements when needed
Responsible for writing or delegating creation of departmental procedures and ensures full optimization of department technology
Qualification
Required
Bachelor's Degree in Business Administration or a related field
Minimum of 5 years' work experience in a financial institution, with knowledge of commercial operations and related functions or demonstrated experience; or combination of applicable work experience and education
Demonstrated leadership skills with at least 3 years' experience managing an operational team
Thorough understanding of loan policy and regulatory requirements, lending procedures, and related documentation
Strong ability to work independently with minimal supervision, make logical decisions and carry out decisions made
Detail oriented with strong organization and process skills; ability to develop and lead to accountability metrics
Ability to think critically and communicate effectively with a variety of people, both in writing and verbally
Ability to work under pressure and maintain professionalism, respect and courtesy
Ability to work in a multi-task, time sensitive environment where deadlines are critical
Excellent interpersonal skills, required to develop strong relationships with business members and internal colleagues and team
Demonstrated skills in keeping pace with and managing through change
Working knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel
Promotes the Credit Union's products and services and contributes to the fulfillment of Credit Union goals and objectives
Company
Summit Credit Union
Summit Credit Union is a credit union that provides banking services to members.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kim Sponem
CEO/President
Recent News
2025-04-14
2025-03-26
BizTimes - Milwaukee Business News
2025-03-17
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