Senior Commercial Loan Operations Specialist
Lake Forest, CA - USA
Job Summary
Are you a detail-driven professional who thrives in a fast-paced financial environment Were looking for a Senior Commercial Loan Operations Specialist to play a key role in supporting and servicing our commercial lending portfolio. This position blends precision collaboration and problem-solving perfect for someone who enjoys working behind the scenes to ensure everything runs smoothly.
Location/Schedule:
- Hybrid schedule with up to 3 days/week at our corporate office in Lake Forest IL.
- Local Northern IL/Southeast WI candidates only!
What Youll Do:
- Process & prepare loan documentation for new and renewed commercial loans with precision and compliance in mind
- Review loan terms and details (rates collateral covenants guarantees) to ensure everything is accurate and aligned
- Coordinate loan closings and fundings partnering with loan officers and settlement agents
- Build and maintain complete loan files ensuring all documentation is current and audit-ready
- Onboard loans into core systems and manage documentation across platforms
- Track and resolve exceptions ensuring collateral and documentation requirements are met
- Handle loan servicing tasks including payments payoffs reversals and ACH transactions
- Support reporting and audits including Board and compliance reports
- Stay current on regulatory requirements to maintain portfolio quality
- Collaborate across departments and contribute to team training and special projects
- Serve as a trusted resource by responding to member inquiries with professionalism and care
What You Bring:
- High School Diploma or GED (Associates degree preferred)
- 4 years of experience in commercial loan documentation
- Strong proficiency in Microsoft Office and ability to navigate multiple systems
- LaserPro experience is a must!
- Experience with platforms like nCino DNA Nautilus DocuSign or Adobe Sign is a plus!
- Exceptional attention to detail organizational and problem-solving skills
- Strong time management and multitasking abilities
- Clear and professional communication skills
Compensation:
The annual salary range for this role is $55867 to $83801. This role is eligible for an annual bonus opportunity. A specific salary offer considers factors including but not limited to skill sets experience and training licensure and certifications and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the salary range and compensation decisions are dependent on the facts and circumstances of each case.
Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible HMO and PPO) dental vision spending accounts short-term disability long-term disability life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1000 hours of service and reaching age 20.
For more information about benefit offerings please visit our careers page: Consumers Credit Union (CCU)
We offer a collaborative culture competitive benefits and opportunities for growth. Join us and make an impact in a mission-driven organization that values innovation and people-first leadership. Founded in 1930 and headquartered in Lake Forest IL CCU has $4.3 billion in assets and serves more than 275000 members making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner but everyone needs people who are in their corner. Weve been recognized as a Great Place to Work multiple years in a row and were committed to growing both our business and our people. To learn more visit
Equal Opportunity Employer
CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race ancestry color religion sex sexual orientation gender identity marital status pregnancy age national origin citizenship disability genetic information military status (including unfavorable discharge from the military) criminal or arrest history (unless job related) crime victim status or any other protected characteristic in the recruitment selection training utilization promotion termination or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities.
We are committed to providing access equal opportunity and reasonable accommodation for individuals with disabilities in employment its services programs and activities. If reasonable accommodation is needed to participate in the job application or interview process please contact our Human Resources team at: or .
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Required Experience:
Senior IC
About Company
Consumers Credit Union is a not-for-profit financial cooperative that’s owned by you and your fellow members. Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union has $4.3 billion in assets and serves more than 268,000 members, making it one of the largest cred ... View more