Commercial Loan Specialist

Kohler Credit Union Kohler, WI $21 - $23
Full Time Entry Level 2+ years

Posted 1 week ago

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About This Role

Join our commercial lending team as a Commercial Loan Specialist, where you will manage loan processing, ensure file compliance, and provide exceptional service to business members, while supporting their financial goals.

Responsibilities

  • Drive loan processing from start to finish, gathering all necessary documentation including credit bureau reports, UCC filings, loan funding, and system entries
  • Monitor ongoing requirements such as financial statements, insurance updates, satisfactions, and borrowing base certificates to maintain full compliance
  • Maintain, organize, and manage all commercial lending files, performing administrative duties to keep everything accurate and accessible
  • Deliver exceptional member service by supporting business members, answering questions, and guiding them through the lending process
  • Collaborate with Credit Analysts to manage file requirements, ticklers, and credit denials when necessary
  • Review loan documentation before closing to reduce exceptions and post-closing issues, ensuring every file meets regulatory and internal standards
  • Identify opportunities to streamline workflows, enhance procedures, and elevate the overall member experience

Requirements

  • High School Diploma or GED
  • 2-4 years of experience in a related field

Qualifications

  • High School Diploma or GED required; Associate's or Bachelor's degree in Business, Finance, or a related field is preferred.
  • 2-4 years of experience in a related field

Nice to Have

  • Associate's or Bachelor's degree in Business, Finance, or a related field

Benefits

Paid Time Off
Medical coverage
401K Plan
Vision coverage
Dental coverage
Tuition assistance

About Kohler Credit Union

Finance
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