Commercial Loan Processing Coordinator 3

Summit Credit Union
United States, Wisconsin, West Bend
Sep 23, 2025
Description What You'll Do As a Commercial Loan Processing Coordinator 3, you will: Prepare and process higher-level and complex commercial loans, including SBA, Participations, and Construction loans. Focus on loan documentation for the top 25% tier loan portfolio, ensuring accuracy and compliance. Conduct peer reviews of co-workers' loan packages prior to closing. Perform thorough due diligence prior to approval, including: Ownership structure analysis State certification verification Collateral evaluation Coordinate with third parties to obtain title work, appraisals, and flood determinations. Collaborate with Business Relationship Managers to schedule timely closings. Ensure all work complies with regulatory disclosure requirements. Monitor the loan pipeline to ensure timely progress and closings. Take ownership of member requests and follow through to resolution. What You'll Bring High School Diploma or GED required. Four or more years of experience in commercial loan documentation or systems, or a combination of relevant education and experience. Strong written and verbal communication skills. Ability to work under pressure, meet deadlines, and manage multiple tasks efficiently. Excellent interpersonal skills and a passion for member service. High attention to detail and accuracy. Commitment to maintaining confidentiality. Strong mathematical skills, including calculations involving interest, equity, and payoffs. Basic proficiency in Microsoft Office products. Who You Are Mission-driven and excited to make a difference in people's lives Collaborative and energized by working with others Detail-oriented and organized, even when juggling multiple tasks Experienced in financial institutions (1+ year preferred) Curious, optimistic, and ready to grow Why Summit? We're a Top Workplace winner-locally and nationally We invest in our employees' well-being and career growth 44% of our roles are filled internally-your future starts here Our employees love working here-and they refer their friends! You'll be part of a team that's growing and making a real impact Ready to Join Us? If you're looking for a place where your work matters, your team supports you, and your career can grow-Summit Credit Union might just be your tribe. Check us out online, talk to our members, and if it feels right... apply! The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job. Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds. Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc). EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.