Lead, Commercial Loan Processing & Team Development

Summit Credit Union; Town of Cottage Grove, West Bend (WI, WI); On-site; USD 90,000 - 130,000; Full time

Job summary

Summit Credit Union in Wisconsin seeks a Direct Manager for the Loan Processing department within Business Services to train and develop staff, ensuring accurate, efficient loan documentation and a best-in-class closing experience for members.

Responsibilities include assigning requests, overseeing due diligence, ensuring regulatory compliance, collaborating with VP-Business Services, and documenting procedures to optimize workflows and systems.

Qualifications

• Bachelor’s degree in business or related field.
• 5+ years in a financial institution with commercial operations knowledge.
• 3+ years leading an operational team and driving process improvements.
• Strong understanding of loan policy and regulatory requirements.

Responsibilities

• Direct and manage the Loan Processing department within Business Services.
• Train and develop team members to prepare loan documents accurately and efficiently.
• Assign loan requests, review packages, and monitor pipelines to meet deadlines.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Leadership

Team management

Loan processing

Regulatory knowledge

Decision making

Communication

Education

Bachelor's Degree in Business Administration or related field

Tools

Microsoft Word

Outlook

Excel

Job description

Summit Credit Union in Wisconsin seeks a Direct Manager for the Loan Processing department within Business Services to train and develop staff, ensuring accurate, efficient loan documentation and a best-in-class closing experience for members.

Responsibilities include assigning requests, overseeing due diligence, ensuring regulatory compliance, collaborating with VP-Business Services, and documenting procedures to optimize workflows and systems.