Post Closing Specialist

Community First Credit Union • Neenah, WI

1d

About The Position

As a Commercial Post Closing Specialist, you will assist in the post-closing, tracking, servicing and file maintenance of the Business Loan Department. Take pride in building and driving strong relationships with our business members, while working with a team that is passionate about providing exceptional service and an array of best-in-class products. At Community First, we work hard, have fun, pull together- and we are looking for someone who is ready to shine. As a Commercial Post Closing Specialist with Community First Credit Union you will: Board commercial loans in the core system Record and file liens on collateral such as mortgages, UCC's and vehicles and file UCC filing continuations Review real estate appraisals and evaluations for regulatory compliance Perform post-closing review of loan document packages and ticklers to the perfected security interest is obtained and the documents adhere to regulations, policies and procedures Process loan advances, loan payments, payoffs, account transfers and any other member requests Review monthly address changes reports, comparing them to Sageworks' contacts and updating if necessary

Requirements

• Some post-secondary education in a related field is a plus
• 1 to 3 years of general office support or related experience
• Microsoft Office experience desired
• Commercial documentation of other financial experience desired

Responsibilities

• Board commercial loans in the core system
• Record and file liens on collateral such as mortgages, UCC's and vehicles and file UCC filing continuations
• Review real estate appraisals and evaluations for regulatory compliance
• Perform post-closing review of loan document packages and ticklers to the perfected security interest is obtained and the documents adhere to regulations, policies and procedures
• Process loan advances, loan payments, payoffs, account transfers and any other member requests
• Review monthly address changes reports, comparing them to Sageworks' contacts and updating if necessary

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed