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Commercial Document and Loan Processor

Job in Neenah, Winnebago County, Wisconsin, 54956, USA
Listing for: Community First Credit Union
Full Time position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
    Loan Servicing
  • Administrative/Clerical
    Loan Servicing
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Join a movement, not just a workplace. As a Commercial Document and Loan Processor, you’ll play a vital role in helping local businesses thrive and together we will help build brighter financial futures for our member-owners.

At Community First Credit Union, we believe strong communities are built when people come first. Behind every successful business loan is a team committed to service, precision, and collaboration. In this role, you’ll help bring commercial lending solutions to life by preparing loan documents, coordinating with lenders and partners, and ensuring every detail supports our member-owners’ success.

This position is ideal for someone who thrives on organization, values teamwork, and takes pride in work that supports real people and real businesses. Your efforts will help ensure a smooth lending experience—one that reflects our cooperative values and commitment to doing what’s right for our members.

What you’ll do as a Commercial Document and Loan Processor at CFCU:
  • Support business lending from start to finish. Partner with Business Lenders and Portfolio Coordinators to gather required documentation and prepare commercial loan documents for new loans and renewals.
  • Prepare and manage loan documentation. Create accurate origination documents and ensure all files are complete, compliant, and ready for closing.
  • Coordinate third-party services. Order appraisals, evaluations, inspections, flood determinations, title work, insurance, and related documentation in accordance with loan approvals and regulatory requirements.
  • Ensure smooth closings. Communicate with title companies to confirm accurate closing statements and review final title policies and letter reports after closing.
  • Maintain loan records and collateral. Process full and partial collateral releases and complete post-closing reviews to confirm perfected security interests and regulatory adherence.
  • Provide responsive service. Answer member and third-party calls, monitor shared departmental email, and support ongoing servicing needs.
  • Support reporting and compliance. Input HMDA data, assist with recurring reports, and maintain thorough knowledge of policies, procedures, and applicable regulations.
  • Be a trusted backup. Assist with loan advances, payments, payoffs, account transfers, verifications, and credit references as needed to support the team.
What we’re looking for:
  • 1-3 years of experience in loan processing, commercial documentation, or financial services support.
  • Associate’s degree in business, finance, or a related field preferred, or an equivalent combination of education and experience.
  • Experience with commercial loan documentation systems and general office software;
    Laser Pro experience is a plus.
  • Familiarity with commercial lending processes, documentation requirements, and regulatory compliance preferred.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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