Commercial Loan Specialist

Kohler Credit Union•Kohler, WI

1d•$21 - $24•Onsite

About The Position

Looking for a role where your attention to detail, problem-solving skills, and passion for helping businesses succeed truly matter? As a Commercial Loan Specialist onsite at our Kohler Branch, you'll play a key role on the Kohler Credit Union commercial lending team by helping business members achieve their goals while ensuring smooth, accurate, and compliant loan operations across the organization! Why Join Kohler Credit Union At Kohler Credit Union, we value more than technical expertise-we invest in your professional growth and recognize the importance of work-life balance. We offer a competitive starting wage of $21.29 - $23.80 per hour, along with a comprehensive benefits package that includes medical, dental, and vision insurance, 401(k) retirement plan, generous paid time off, tuition reimbursement, and more! At KCU, you'll thrive in a collaborative environment where learning, professional development, and making a meaningful impact for our members and community are part of every day. What You'll Do Manage full-cycle loan processing: Oversee commercial loan files from application through closing and funding, ensuring all required documentation is collected, verified, and accurately completed for timely processing. Ensure compliance and risk management: Monitor covenant requirements, financial tracking, insurance, and other compliance documentation to maintain adherence to internal policies and regulatory standards. Organize and maintain loan files: Keep commercial lending files accurate, complete, and audit-ready while supporting overall data integrity and operational efficiency. Deliver exceptional member service: Provide responsive, professional support to business clients, guiding them through the loan process and enhancing the overall customer experience. Collaborate with lending teams: Partner with Credit and Underwriting to manage documentation, track requirements, resolve exceptions, and support credit workflows. Support loan quality and efficiency: Perform detailed pre-closing reviews to reduce risk, minimize exceptions, and ensure compliance with all standards. This role is more than administrative support-it is a strategic opportunity to contribute to commercial lending growth, portfolio management, regulatory compliance, and business development success while advancing your expertise in the financial services and banking industry.

Requirements

High School Diploma or GED required
2-4 years of experience in banking, commercial lending, loan processing, loan documentation, financial services, or another related field

Nice To Haves

Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field preferred

Responsibilities

Manage full-cycle loan processing: Oversee commercial loan files from application through closing and funding, ensuring all required documentation is collected, verified, and accurately completed for timely processing.
Ensure compliance and risk management: Monitor covenant requirements, financial tracking, insurance, and other compliance documentation to maintain adherence to internal policies and regulatory standards.
Organize and maintain loan files: Keep commercial lending files accurate, complete, and audit-ready while supporting overall data integrity and operational efficiency.
Deliver exceptional member service: Provide responsive, professional support to business clients, guiding them through the loan process and enhancing the overall customer experience.
Collaborate with lending teams: Partner with Credit and Underwriting to manage documentation, track requirements, resolve exceptions, and support credit workflows.
Support loan quality and efficiency: Perform detailed pre-closing reviews to reduce risk, minimize exceptions, and ensure compliance with all standards.