COMMERCIAL LOAN COORDINATOR I

We currently have a career opportunity for a full-time Commercial Loan Coordinator! While our corporate office is in Appleton, we’re excited to expand our reach and welcome applicants from the Milwaukee area and surrounding regions. After initial onboarding onsite, this position could have the opportunity for flexible work arrangements, including hybrid or remote options for Milwaukee-based candidates. Candidates must reside in Wisconsin to be considered.

The Commercial Loan Coordinator assists the commercial team in the delivery of an industry-leading member experience for our commercial members. This role supports the loan administration functions consistent with loan policies, procedures, and standards of Fox Communities Credit Union. Provides guidance to department staff as needed with questions about processes and procedures to ensure consistency.

The primary responsibilities of the Commercial Loan Coordinator role include but are not limited to:

• 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

Candidates for the Commercial Loan Coordinator position should possess:

• Associate or bachelor’s degree, preferably in a business-related field
• Equivalent experience acceptable
• One to three years of commercial loan experience, preferably relating to loan administration functions
• Excellent written and verbal communication skills
• Familiarity with Fiserv DNA
• 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

Hours: Monday – Friday 8am – 5pm

Fox Communities Credit Union is an over $3 billion in assets community-based credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community.

Fox Communities Credit Union believes our team members are our most important asset. We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short term and long-term disability insurance, 401k (Roth and Traditional), which includes company contributions including match, paid time off and caregiver leave! As part of our commitment to the communities we serve we also offer all team members Paid Volunteer Time Off! If you are enthusiastic about a rewarding career with a successful & growing credit union, apply now!

Equal Opportunity Employer of Protected Veterans, and Individuals with Disabilities.