Corporate Lending Document Specialist I
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Job Location:
Appleton, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
This position provides loan documentation support to Corporate Banking services and is responsible for generating various types of complex commercial loan documents as approved by the Corporate Loan Committee and in compliance with Policies and NCUA regulations. The Loan Documentation Specialists are responsible for maintaining complete and accurate loan files in order to limit collateral risk and assist in the monitoring of loan servicing performance and compliance with loan terms. This position is responsible for carrying out assignments on their own initiative and exercising considerable discretion in dealing with confidential and sensitive information.
Essential Functions
- Create manage and maintain corporate loan files (both physical and electronic). Gather and request loan documentation as required in the loan terms or as requested by the loan officer and assure files are current complete and up to date.
- Prepare commercial loan documents primarily using Laser Pro software but may also include Microsoft Word and Microsoft Excel.
- Input ticklers and covenants as well as assist with preparation of periodic reports in Baker Hill NextGen software.
- Input & maintenance of commercial loans to Symitar. Manage and maintain applicable ticklers (to include procuring and updating collateral real estate taxes and collateral insurance ticklers).
- Scanning of loan documents into Synergy.
- Process paid loans. Verify loan record to ensure correct payoff prepare real estate collateral release documents and UCC terminations file releases with correct county (using Simplifile) or Secretary of State. Create and maintain / store paid loan files.
- Bank Secrecy Act: Remains cognizant of and adheres to Wings policies and procedures and regulations pertaining to the Bank Secrecy Act.
Qualifications :
Minimum Formal Qualifications for this Position
- Associates Degree in Finance Accounting Business Economics Legal Studies or Pre-Law and Paralegal Studies.
- 1 years of direct experience in commercial loan documentation and commercial lending operations and procedures. Required
Technical or Specialized Knowledge/Skills:
- Advanced knowledge of commercial loan documentation requirements.
- Strong knowledge of Laser Pro documentation software and Baker Hill NextGen programs.
- Ability to handle sensitive and confidential assignments with tact and diplomacy.
- Ability to work under pressure and time constraints.
- Ability to handle changing priorities.
- Ability to establish and maintain cooperative working relationships.
- Must be self-motivated and able to perform duties and tasks accurately and efficiently with moderate supervision.
Certifications Required:
- None required
Additional Information :
The pay range for this position is: $28.13 to $32.11 (S13).
Final compensation for this position will be determined by various factors such as relevant work experience specific skills and competencies education certifications location and internal pay equity.
This position is eligible for our corporate bonus program based on company performance.
BENEFITS:
- Generous 401(k) match
- 401k Discretionary Profit Sharing
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short Term and Long Term Disability
- Health Savings Account with company contribution
- Employee Assistance Program
- Paid Vacation Sick Floating Holidays and Volunteer Time Off
- Paid Holidays
- Tuition Reimbursement
- Paid Parental Leave
We anticipate this position to close on 03/18/2026. Please submit your application at your earliest convenience to be considered.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge (b) in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)
Remote Work :
No
Employment Type :
Full-time
Key Skills
- DRG
- Acute Care
- Adobe Acrobat
- ICD-10
- Records Management
- Technical Writing
- Clinical Documentation Improvement
- Documentation Review
- Sharepoint
- cGMP
- Document Management Systems
- Document Management
About Company
Ent Credit Union exists to improve the financial quality of life of the people we serve. This mission drives us every day, but we are more than our mission. We're also individuals using our unique abilities to make our organization, and the communities we serve, better than they were ... View more
