Commercial Support Specialist III

Interra-Credit-Union; Fort Wayne (IN); Remote; USD 52,000 - 76,000; Full time

Job summary

Interra Credit Union is seeking a Commercial Support Specialist III to provide comprehensive loan servicing, post-closing activities, and sales support to lenders and members. You will handle underwriting inputs, collateral management, and closing coordination while delivering exceptional service and accurate documentation.

The role emphasizes cross-selling opportunities, timely communication, and collaboration with branch partners to ensure loan file integrity and customer satisfaction.

Qualifications

• 5+ years in the financial industry including loan documentation.
• Experience with post-closing activities and loan servicing.
• Strong communication and cross-sell abilities with lenders and members.

Responsibilities

• Process underwriting and closing support items (credit reports, appraisals, title, etc.) to ensure accuracy.
• Manage collateral including lien perfection, documentation, releases, and exception resolution.
• Support lenders by handling loan portfolio tasks, scheduling closings, and preparing closing instructions.
• Provide member-facing loan support including payoff quotes, statements, and loan history inquiries.
• Assist with insurance products related to loans, CPI placement, and related documentation.
• Coordinate with vendors and internal teams to maintain accurate loan records and reports.
• Assist with training junior staff and contributing to team meetings.

Skills

loan documentation

financial knowledge

customer support

communication

sales support

lending procedures

Education

High School Diploma

Job description

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following our Accessibility Accomodation for Applicants page.

Commercial Support Specialist III

• Posted on October 14, 2026

Locations

Showing 1 location

Remote/Fort Wayne Fort Wayne, IN, USA

• Remote
• Commercial / Ag Loan Servicing
• Full-Time
• Requisition #: COMME001908

Description

As a Commercial Support Specialist III, you will be responsible for providing a wide-range of support to Credit Union Members and to Business and AgriBusiness Lenders. Accountable for all post-closing activities, to include working with internal and external members via phone, chat, and in-person to resolve any loan related issues, processing documentation, and loan maintenance as required. Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required. Originates, processes and ensures accuracy of loan documentation for closings. This includes entering financial information into the loan system and ensuring that all necessary documentation is included in the loan package prior to closing. Communicate, report and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact. Coordinates opening of deposit and other banking services with branch partners. Handles customer requests for information and problem resolution. Direct Reports: None

HOW YOU WILL MAKE AN IMPACT

30% Order processing items necessary to complete the underwriting and closing processes while reviewing and ensuring accuracy of information to include ordering process items such as: credit reports, appraisals, flood certificates, title commitments, UCC searches/filings, final closing documents, construction draws, property inspections and other items as needed from time to time. Prepare and process documentation and loan file maintenance as required. Communicate with internal and external members on simple requests and complete resolutions.

20% Responsible for collateral management which may include monitoring collateral for new loans to ensure that the credit union's liens have been perfected, scanned, filed, and recorded receipt of collateral documentation, process releases of collateral for paid loans and troubleshoot collateral issues with internal and external members. Responsible for communicating with borrowers and requesting financial statements, tax returns, borrowing base certificates, rent rolls, inventory reports and other items as needed. Prepare and organize loan requests for new and renewed loans, checking maturing loan reports to schedule loan renewals and providing ongoing monitoring for exception items and tracked covenants. Setting up new loans using the Credit Union’s loan application/spreading software to include entering all borrower, guarantor, collateral, and loan data as well as completing the financial spreads for each borrower and guarantor and ensuring that all entries are accurate and adhere to loan policy. Continuously provide credit servicing support and ensuring accuracy. Resolve documentation exception issues, maintaining service levels, updating financial statements, and preparing files for all portfolio reviews. Run reports to track maturing lines/loans and service levels.

15% Provide support to Lenders to include managing their loan portfolio. Provide support to all aspects of lending and servicing loans, have a direct impact on members of the credit union to include quality control on loan documents processed by member-facing staff and working with the employees to retrieve proper documentation. Be a part of a team that focuses on driving progress, building relationships, and keeping people at the core in everything that they do. Scheduling new loan closings by coordinating with title companies, sellers, attorneys, realtors, and borrowers. This includes preparing and delivering closing instructions to title companies, verifying that all figures are correct and approving disbursements prior to loan funding. Provide payoff statements. Process payments, payoffs and returned payments. Utilize problem-solving skills to find solutions for members and provide them with financial advantages.

10% Providing member support by applying loan payments, making loan advances, quoting payoffs, providing statements, and researching loan maintenance or history. This includes serving as the member’s primary resource for communicating with the Credit Union regarding their loan accounts. Order Credit bureaus as needed. Monitor ECM payments to ensure proper posting. Resolve tickets submitted through the department Help Desk and other related systems. Prepare and process documentation and loan file maintenance as required. Communicate with internal and external members on resolutions. Responsible for collateral management which may include monitoring collateral for new loans to ensure that the credit union's liens have been perfected, scanned, filed, and recorded receipt of collateral documentation, process releases of collateral for paid loans and troubleshoot collateral issues with internal and external members. Ensure claim payments are posted timely and correctly.

10% Assist internal and external members in the addition or cancellation of ancillary/insurance products. Process associated loan file maintenance and submissions to insurance companies. Provide education to internal and external members on the operation of the insurance products. Assist members in claim filing or obtaining refunds on insurance products sold as part of an indirect loan transaction. Manage the placement of CPI. Review the periodic billing to establish proper placement. Monitor storage and other waivers to ensure that collateral is properly protected. Work with members and their insurance companies in the event collateral is determined to be a total loss. Confirm that insurance settlements are properly valued. Provide letters of guarantee to insurance companies when required. Communicate with members on the process and educate them on their responsibilities.

10% Assumes responsibility for establishing and maintaining professional working relations with external vendors. Provides administrative support for the Lending department by processing and analyzing various reports and validating for accuracy including, but not limited to CPI, File Maintenance, and any loan payment changes. Processes assigned lending reports and balance assigned GLs Responsible for the title tracking report daily to ensure proper lien placement on all collateralized loans. Follows up with members regarding title issues. Prepares biweekly report to lending management on all outstanding titles and uploads all into appropriate system. Verifies and process complex loan documents, ensuring accuracy and compliance with credit union policies, all applicable laws and regulations. Transacts and balance daily totals, preforming a variety of account maintenance and generate correspondence. Processes Lien Releases from weekly report and any lien release requests. Scans relevant support documents into imaging system and verify they are legible and imaged to the correct account. Responsible for maintaining an effective working knowledge, including technical and back-office aspects of all credit union products and services and department functions. Proactively takes ownership of situations that arise while assisting members to reach a mutually beneficial resolution with the appropriate follow through.

5% Assist with training junior level staff and communication regarding policy and procedures. Assist with content and coordination of team meetings. Assist with assuring that the team is delivering a high level of member service to Credit Union members regarding their new or existing business and agricultural loan accounts.

-- Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to the Bank Secrecy Act, the USA PATRIOT Act, Office of Foreign Assets Control, Military Lending Act (MLA), Service Member Credit Relief Act (SCRA) and HMDA.

WHAT YOU WILL NEED TO SUCCEED

Experience

5+ years' experience in the financial industry to include experience in loan documentation.

Education / Certifications / Licenses

A High School Diploma or equivalent. Must have a valid driver's license.

PREFERRED SKILLS

• Demonstrated knowledge of business and agricultural loan structures.
• Professional level of verbal and written communication skills are essential to the position.
• Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Demonstrated knowledge of Credit Union regulations, products, policies, procedures, and services.
• Ability to provide world class member service while executing Interra’s vision, mission, and delivery of Core Values.

INTERPERSONAL SKILLS

• Courtesy and tact are essential elements of the job.
• Work involves personal contact with members and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring.
• Communications require shorter and not in-depth discussions most of the time.

COMPETENCIES

• Drive Results - Consistently accomplishes goals even under adverse conditions. Has a strong bottom-line orientation. Pushes self and helps others achieve results.
• Functional Expertise - Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities.
• Interpersonal Savvy - Relates to and can connect with diverse individuals and groups at all levels within the organization. Externally, builds appropriate relationships and rapport with members and external partners.
• Learning Agility - Actively and continuously learning, including new ways of thinking, knowledge, skills, and capabilities. Learns from what was done before and uses success and failure as input for development/improvement and tackling new business challenges.
• Manage Complexity - Makes sense of complex information, processes, and activities to effectively solve problems. Defines situations accurately before determining problems and formulating approaches to solutions; is able to accomplish complex tasks with minimal guidance or instruction.
• Resourceful - Mobilizes and deploys resources (human capital, finances, materials, support, information) effectively and efficiently to accomplish objectives. Can think outside of the box using knowledge of internal structures, processes, and culture to achieve objectives.

ADA REQUIREMENTS

Physical Requirements

• Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs.
• Must be capable of climbing/descending stairs in emergency situation.
• Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
• Must be able to routinely perform work on computer for an average of 6-8 hours per day.
• Must be able to work extended hours whenever required or requested by management.
• Must by capable of regular, reliable, and timely attendance.

Working Conditions

• Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise.

Mental and/or Emotional Requirements

• Must be able to perform job functions with supervision and work effectively either on own or as part of a team.
• Must be able to read and carry out various instructions and follow oral instructions.
• Must be able to speak clearly and deliver information in a logical and understandable sequence.
• Must be able to perform basic mathematical calculations with extreme accuracy.
• Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public.
• Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace.
• Must be able to effectively handle multiple, simultaneous, and changing priorities.
• Must capable of exercising highest level of discretion on confidential matters.

ACKNOWLEDGEMENT

Nothing in the position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This Job description is not a contract and should not be constructed as a guarantee of employment for any period of time. Interra Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race color, religion, sex/gender, national origin, disability, age, or any other category protected by law.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.