• Full Time
  • Appleton

Website Business Lending Group, LLC

General Description

This position will support Business Lending Group’s (BLG) commercial loan operations groups and serve as a liaison between the Lender and the underwriting teams to ensure loans are closed in an efficient and accurate manner and that member service expectations are met or exceeded.

Primary duties will include, but may not be limited to, the following:

  • Understands, orders, reviews, and updates Letter Reports and Title Commitments
  • Follows up and obtains documents needed from Lenders and others in order to comply with credit approval and meet closing dates
  • Work with outside contacts (such as member’s, credit unions, title and appraisal companies, etc.) as appropriate to obtain necessary information to produce accurate loan documents
  • Obtaining Member Account Numbers/Auto payment Info/Next Loan Suffix details from CU’s
  • Validate Flood Determinations/Notice to Borrowers in flood zones
  • Reviewing of Organizational Documents & Signing Requirements, accurately identifies signers needed on closing documents
  • Obtaining Internal Loan Payoff information for Renewals
  • Assembling Loan Fees, Invoices, Organizational Docs for Title Company HUD preparation
  • Reviewing of Title Company Closing Statements
  • Obtaining/Reviewing Insurance for loan closings
  • Ensuring payment of Invoices related to loan closings via Outstanding fees log
  • Validating HMDA forms
  • Log, track, and resolve loan exceptions in Credit Quest, including performance of necessary research and follow-up resolution processes
  • Preparing a loan summary for document preparation after Credit Presentation Review, Approval Review, File Review –  Information from Lenders – Lender Loan Data Sheet
  • Assembling & coordinating closing dates with Lenders
  • Release loan documentation for closing
  • Review loan documentation for accuracy
  • Obtain signed documentation for required file management
  • Book loans on PCFS system
  • Compile and distribute monthly reports within 3 days of first of month
  • Add ticklers to CQ for any required documentation
  • Follow-up on any missing documentation
  • Review loan files for compliance & completeness
  • Recognize when additional research or clarification is needed on loan approvals
  • Other duties as assigned by management

Skills Required

*Accurate and efficient data entry skills  *Attention to detail  *Self-motivated  *Strong initiative to understand processes and systems and identify gaps and opportunities for improvement  *Works well in a team environment  *Good written and verbal communication skills  *Ability to multi-task effectively  *Ability to handle large volumes of work while maintaining accuracy  *Strong customer service orientation

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