Corporate Lending Document Specialist I
Ent Credit Union, Appleton, WI, United States
Corporate Lending Document Specialist I
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 Associate's 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 03/23/2026. Please submit your application at your earliest convenience to be considered. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
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 Associate's 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 03/23/2026. Please submit your application at your earliest convenience to be considered. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.