Commercial Loan Processing Specialist I

Citizens Bank of Mukwon; Waukesha (WI); On-site; USD 42,000 - 52,000; Full time

Job summary

Citizens Bank of Mukwon in Waukesha, Wisconsin seeks a Commercial Loan Processing Specialist I to prepare commercial loan documents and support lending staff. Responsibilities include gathering financials, building initial credit presentations, and ensuring compliance for timely closing.

The role requires attention to detail, ability to multitask, and strong communication with lenders. Hours are Monday–Friday 8:15am–5pm, with 38–40 hours per week.

Qualifications

• 1-3 years of Commercial Processing or Commercial Documentation experience.
• 1+ years working with LaserPro.
• Experience with ordering Title, Appraisals, and Environmental reports.
• Self-motivated and able to work in a team environment.
• Excellent verbal and written communication with lenders to meet objectives.

Responsibilities

• Create credit presentations using nCino, core systems and provided data.
• Manage a pipeline of loan requests to meet deadlines.
• Enter data into ServiceLink and obtain flood certificate; ensure compliance.
• Order appraisals and input data into Ascribe or request from internal appraiser.
• Order environmental reports and title per policy requirements.
• Complete internal forms to aid lending compliance and move loans through the pipeline.
• Pull tax bills from county websites.
• Collaborate with lending officer to gather necessary documentation.
• Prepare all commercial loan documentation using LOS systems (nCino, LaserPro).
• Ensure appropriate approvals/waivers are obtained prior to closing.
• Quality control origination documents and verify closing statements.

Skills

Detail oriented

Multitasking

Communication skills

Team collaboration

Education

High School diploma or equivalent

Tools

nCino

LaserPro

Ascribe

ServiceLink

Job description

Commercial Loan Processing Specialist I

Citizens Bank of Mukwon Waukesha, Wisconsin, United States

About this position

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.


• Loyalty


• Accountability


• Organization

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