Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Commercial Loan Processing Specialist I

Citizens Bank of Mukwon

The Commercial Loan Processing Specialist I is responsible for the preparation and accurate completion of commercial loan documents prior to loan closing. Providing support to the lending staff by assisting in the collection of customer financial documents, building initial credit presentations and obtaining pre-closing documentation. In addition, obtains the necessary information and requirements for preparing the loan documents, assembles and verifies the accuracy of loan documentation, ensures the loan requests meet all compliance and legal guidelines to ensure timely closing, and checks documents for proper vesting, legal descriptions, closing dates and signatures.

Hours: Monday - Friday 8:15am-5pm

38-40 hours/week

*Hours may vary based on business needs.

Duties and Responsibilities:

  • Create credit presentations utilizing nCino, core, and information provided
  • Assist in managing a pipeline of loan requests ensuring deadlines are met.
  • Enter data into ServiceLink obtain flood certificate and follow compliance
  • Order appraisals, including entering information into Ascribe, or requesting from internal appraiser.
  • Order environmental reports and title following policy requirements
  • Complete internal forms to aid in lending compliance and moving loans through the commercial pipeline
  • Pull tax bills from county websites
  • Work with the lending officer to ensure that we have all the proper documentation needed to complete the file based on the product and the approval
  • Prepare all commercial loan documentation, utilizing our LOS systems nCino and Laser Pro
  • Ensures appropriate approval and/or waivers and exceptions are obtained prior to closing
  • Quality control of origination documentation
  • Confirms closing statements and bank settlement statements are in balance with lender fees
  • Any other duties as assigned.

Requirements:

  • High School diploma or equivalent required.
  • 1-3 years of Commercial Processing or Commercial Documentation experience
  • 1+ years working with LaserPro
  • Experience with ordering Title, Appraisals, and Environments reports
  • Must be self-motivated and also work in a team environment
  • Excellent verbal and written communications skills for effective interactions with lenders to meet lending objectives and/or resolve problems
  • Regular, dependable attendance and flexibility in schedule when required
  • Ability to multitask, prioritize and organize workflow
  • Strong attention to detail and a high degree of accuracy
  • Must comply with applicable laws and regulations, including but not limited to, Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT Act) and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.

Critical Competencies:

  • Collaboration
  • Loyalty
  • Accountability
  • Organization

****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****

Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at

PI7f60d740d944-26289-41032754

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Commercial Loan Processing Specialist I in Wales, WI vacancy
  •  ...The Commercial Loan Processing Specialist I is responsible for the preparation and accurate completion of commercial loan documents prior to loan closing. Providing support to the lending staff by assisting in the collection of customer financial documents, building initial... 
    Commercial
    Work at office
    Monday to Friday

    Citizens Bank of Mukwon

    Dousman, WI
    2 days ago
  •  ...Job Description Job Description Description: Your Next Big Career Move : Loan Processing Specialist Join the Driving Force Behind JX Enterprises! Why Choose JX? At JX Enterprises and Truck Center, we are more than trucks. As a third-generation, family-owned... 
    Suggested
    Work at office
    Local area

    JX Enterprises, Inc.

    Hartland, WI
    15 days ago
  • $75k

     ...About the Job Commercial Loan Processor - To $75K - Waukesha, WI - Job # 3751 Who We Are The Symicor Group is a boutique talent...  ...documentation system and procedures. The candidate will be processing and preparing commercial loan products, as assigned. The... 
    Commercial

    The Symicor Group

    Waukesha, WI
    2 days ago
  •  ...position reports to the VP, Commercial Banking Operations Manager. They...  ...and booking of commercial loans. This role performs a variety...  ...Peer review may be required and Specialist may also be required to...  ...checklists to verify that correct process has been completed and to... 
    Commercial
    Work at office
    Flexible hours

    Landmark Credit Union

    New Berlin, WI
    5 days ago
  • $52k

    Commercial Loan Processor – Up to $52K – Waukesha, WI– Job # 2103 Who We Are The Symicor Group is a boutique talent acquisition firm based...  ...Loan Processor responsibilities include: ~Preparing and processing all commercial loan documentation, utilizing Credit Quest... 
    Commercial

    Symicor Group

    Waukesha, WI
    more than 2 months ago
  • $135k

    C&I Commercial Lender – To $135K + Bonus – Waukesha, WI – Job # 3415 Who We Are The Symicor...  ...will make and service a variety of C&I loans. The candidate will also assist senior...  ...applications and to answer questions about the process. ~Guiding loans through the approval... 
    Commercial

    Symicor Group

    Waukesha, WI
    more than 2 months ago
  • $25 - $32 per hour

     ...mortgage teams in Dane County, WI — a top 10% loan production team nationwide, licensed in...  ...- $32 hourly Responsibilities: Pre-process and pre-underwrite loans before they go...  ...and Bond loan programs; familiarity with Commercial and Refinance products a plus ~ Working... 
    Commercial
    Hourly pay
    Contract work
    Work at office

    Novus Home Mortgage

    Waukesha, WI
    11 days ago
  •  ...notch service and keeping things running smoothly behind the scenes? As a Loan Servicing Specialist, you'll play a vital role in supporting our diverse portfolio of consumer, mortgage, and commercial loans, ensuring accuracy, compliance, and exceptional customer... 
    Commercial

    Waukesha State Bank Company

    Waukesha, WI
    2 days ago
  •  ...place to work.Job DescriptionPRINCIPAL RESPONSIBILITIES:Manages Process Cranes sales activity for an assigned territory and/or...  ...additional information as required to complete the sale.Manages all commercial issues before and after the sale - Terms and conditions.Handles... 
    Commercial

    Konecranes

    New Berlin, WI
    4 days ago
  • $55k

     ...that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks....  ...basis and comprehensive credit analyses on commercial loans that facilitate the credit approval process for use by loan officers or committees in the making... 
    Commercial

    The Symicor Group

    Waukesha, WI
    3 days ago
  • $90k

     ...that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks....  ...basis and comprehensive credit analyses on commercial loans that facilitates the credit approval process for use by loan officers or committees in the making... 
    Commercial
    Work at office
    Remote work

    Symicor Group

    Oconomowoc, WI
    3 days ago
  •  ...A financial services institution in Wisconsin is seeking a Business Services Loan Administrator to facilitate the loan closing process and manage communications between diverse stakeholders. The role requires a high school diploma and at least five years of experience... 
    Full time

    Landmark Credit Union

    New Berlin, WI
    5 days ago
  • $65k

    Commercial Loan Processor – To $65K – Waukesha, WI – Job # 3569 Who We Are The Symicor Group is a boutique talent acquisition firm based...  ...documentation system and procedures. The candidate will be processing and preparing commercial loan products, as assigned. This... 
    Commercial

    Symicor Group

    Waukesha, WI
    more than 2 months ago
  • $75k

    Commercial Loan Processor/Closer – To $75K – Waukesha, WI – Job # 3831-147012 Who We Are The Symicor Group is a boutique talent acquisition...  ...to gather financial information for the loan approval process. ~Order preliminary title work, UCC searches, Flood Certificates... 
    Commercial
    Work at office

    Symicor Group

    Waukesha, WI
    3 days ago
  • $28 - $30 per hour

     ...Safely drive and operate a Class A tractor-trailer or other commercial vehicles. Perform pre-trip and post-trip inspections of the...  ...North America is a global leader in the Cleaning & Hygiene, Food Processing, Grocery, Health Care, Non‑Food Retail, and Safety industries.... 
    Commercial
    Full time
    Local area
    Immediate start
    Relocation package
    Long distance
    Monday to Friday
    Flexible hours
    Night shift

    Bunzl

    Delafield, WI
    6 days ago
  •  ...capabilities that improve operational performance, service outcomes, process standardization, productivity, scalability, and enterprise...  ..., Quality, Operations, Operational Excellence, Supply Chain, Commercial, Finance, and business leadership teams to deliver enterprise-... 
    Commercial

    Generac Power Systems Inc

    North Prairie, WI
    4 days ago
  •  ...you will consider joining our team. We are seeking a Mortgage Loan Originator to join our team. Description: As a Mortgage...  ...Mortgage Loan Originators guide customers through the mortgage process, from initial discussions to loan closing Business Hours:... 
    Work at office

    Citizens Bank of Mukwon

    Eagle, WI
    1 day ago
  •  ...resiliency patternsConfigure integrations between custom applications and commercial off-the-shelf (COTS) software platforms.Participate in customer technical discovery sessions to understand business processes and integration requirements.Recommend implementation approaches... 
    Commercial
    Work at office

    Evans Transportation Services

    Delafield, WI
    4 days ago
  • $90k

     ...that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks....  ...basis and comprehensive credit analyses on commercial loans that facilitates the credit approval process for use by loan officers or committees in the making... 
    Commercial
    Work at office
    Remote work

    Symicor Group

    Oconomowoc, WI
    more than 2 months ago
  • $120k

     ...Commercial Portfolio Manager Our bank client is seeking to fill a Commercial Portfolio...  ...customers with a variety of commercial loans. These activities will be accomplished by...  ...as request items needed to begin renewal process. Supports the growth and development... 
    Commercial
    Work at office

    Symicor Group

    Waukesha, WI
    3 days ago
  •  ...Commercial Lines Customer Service Account Manager My clients are seeking highly organized, process-driven Commercial Lines Account Managers to support and manage mid-market books of business across Wisconsin. These opportunities are ideal for experienced insurance professionals... 
    Commercial
    Flexible hours

    GPAC

    Pewaukee, WI
    2 days ago
  •  ....Support succession planning and capability development.Sales Process & Governance:Ensure consistent application of CRM, forecasting...  ...reviews, and management reporting.Support contract negotiations and commercial approvals.Collaborate with finance, legal, and project teams... 
    Commercial
    Full time
    Contract work
    Work experience placement
    Local area

    Valmet

    Waukesha, WI
    4 days ago
  • $55k

     ...Entry Level Credit Analyst in Waukesha, WI. This role involves analyzing financial statements and assessing creditworthiness for commercial loans. Candidates should hold a Bachelor's Degree in Finance or equivalent and possess strong finance and accounting knowledge. The... 
    Commercial

    The Symicor Group

    Waukesha, WI
    2 days ago
  • $87k

     ...and other operational functions as part of the developmental process of becoming a McLane Driver. Benefits you can count on:...  ...tractor-trailer to various destinations, gaining knowledge of commercial driving regulations and observing the Driver's skill in starting... 
    Commercial
    Traineeship
    Local area

    McLane Company

    Genesee Depot, WI
    3 days ago
  • $98.7k - $157.92k

     ...this role, you will be responsible for managing the project bid process and technical aspects of applications in heavy industries...  ...Project Risk Review process covering technical, financial, and commercial aspects of proposals.Customer Relationships: You will establish... 
    Commercial
    Contract work
    Temporary work
    Remote work
    Monday to Friday

    ABB

    New Berlin, WI
    3 days ago
  •  ...That doesn't exactly say "refreshing shower" to us. So we set out on a mission to find an alternative. After learning more about commercial soap ingredients, we found ourselves in a bit of a lather about the whole business. In 2013, we began experimenting with soap recipes... 
    Commercial
    Part time
    Seasonal work

    Buff City Soap

    Delafield, WI
    5 days ago
  •  ...POSITION A Director of Enterprise Accounts (DEA) serves as the commercial leader for industry segments focused on Evans' most strategic...  ...quarterback for the customer relationship—connecting people, processes, and solutions to strengthen long-term partnerships and create... 
    Commercial
    Contract work

    Evans Transportation Services, Inc

    Delafield, WI
    11 days ago
  •  ...Description Job Description Batteries Plus is looking for a Commercial Operations Support Supervisor to lead the day-to-day...  ...supporting your team through coaching, training, and continuous process improvement. If you enjoy driving efficiency and helping others... 
    Commercial
    Work at office
    Local area

    Batteries Plus

    Hartland, WI
    more than 2 months ago
  •  ...service functions in the store. Must possess a basic level of commercial and DIY paint products and uses, customer service, merchandising...  ..., sampling, product shrink and waste control measures and processes, product receiving and transfer processes, and expense control... 
    Commercial
    For contractors
    Early shift

    Ace Hardware

    Waukesha, WI
    1 day ago
  • $140k - $170k

     ...teams. Proven experience leading field operations on large commercial, industrial, mission-critical, manufacturing, power, healthcare...  ...distribution, critical cooling infrastructure, commissioning processes, and equipment installation. Experience coordinating multiple... 
    Commercial
    Work at office

    The Boldt Company

    Waukesha, WI
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Commercial Loan Processing Specialist I. Be the first to apply!