Commercial Loan Closing Specialist

FOX VALLEY SAVINGS BANK • Fond Du Lac, WI • 1h ago

JOB REQUIREMENTS: The Commercial Loan Post-Close Specialist / Servicer is responsible for post-closing review, servicing, and ongoing maintenance of commercial loan files to ensure complete, accurate, and compliant documentation in accordance with bank policy and applicable federal and state regulations. This position also provides cross-functional support in pre-closing due diligence, documentation preparation, and loan closing coordination, serving as a backup to the Commercial Loan Documentation Specialist, as needed. Primary Responsibilities Post-Closing Review & Loan Servicing (Primary Focus) Perform comprehensive post-closing reviews to ensure all required loan documentation is complete, accurate, and properly executed. Track, follow up, and resolve missing, incorrect, or incomplete loan documentation with attorneys, title companies, lenders, and participation partners. Ensure timely receipt and filing of final title policies, recorded documents, and insurance certificates. Maintain and manage tickler systems for financial reporting, insurance, covenant compliance, and other ongoing loan requirements. Monitor and clear post-closing exceptions in accordance with internal timelines and policy expectations. Assist in maintaining organized and examiner-ready commercial loan files (electronic and/or physical). Participation Loan Support Assist with documentation, tracking, and servicing requirements related to participation loans. Coordinate receipt and verification of required documentation from participation partners. Support setup and ongoing servicing of participation loans, including tracking \"subject to\" items and compliance requirements. Operational Support & Compliance Maintain and support loan operations systems, including tickler tracking, document imaging, and file maintenance. Assist with internal audits, loan reviews, and regulatory examinations by ensuring documentation is complete and accessible. Complete required compliance training and stay current on regulatory and policy changes impacting commercial lending. Perform additional duties as assigned to support loan operations and departmental objectives. Pre-Closing Due Diligence & Support (Cross-Training Role) Perform a comprehensive pre-closing audit of all assigned commercial loan packages to ensure the transaction aligns with the approved credit structure, terms, conditions, and collateral requirements. Assist with gathering and reviewing required due diligence items, including entity documentation, UCC searches, lien searches, appraisals, flood determinations, and title commitments. Support validation of borrower and guarantor entity status and structure. Review title commitments and identify items requiring resolution prior to closing. Assist in identifying and escalating documentation or structure-related issues to lenders or credit staff. Loan Documentation & Closing Support (Cross-Training Role) Serve as backup to the Commercial Loan Documentation Specialist for document preparation and closing coordination. Prepare loan documentation packages for commercial loans using approved systems and templates. Coordinate loan closings with lenders, attorneys, title companies, and internal staff to ensure timely and accurate execution. Prepare engagement letters for attorneys and title companies when applicable. Support funding readiness by confirming all required conditions have been satisfied prior to disbursement. The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance. ** OTHER EXPERIENCE AND QUALIFICATIONS: High school diploma or equivalent required; additional education in business, finance, or related field preferred. Minimum of 25 years of banking experience in commercial, consumer, or mortgage lending, with preference for loan operations or servicingexperience. Working knowledge of commercial loan documentation, closing processes, and post-closing requirements. Familiarity with loan systems, document preparation software, and Microsoft Office applications. Strong organizational skills with the ability to manage multiple files and deadlines simultaneously. Attention to detail with the ability to identify documentation exceptions and ensure resolution. Ability to communicate effectively with internal staff and external partners. Ability to work collaboratively in a team-oriented environment and adapt to changing priorities. Additional Expectations Maintains strict confidentiality of all customer and bank information. Adheres to the Bank\'s Core Values and operational standards. Demonstrates accountability for accuracy, timeliness, and compliance in all assigned responsibilities. FVSBank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status. ** APPLICATION INSTRUCTIONS: Apply Online: FVSBank.com

Similar Jobs

Executive Administrative Assistant - Midwest Region Small Business Banking

U.S. Bank • Oshkosh, WI • 7h ago

Finance, Accounting & Banking

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

7h ago

Go to Apply

Business Banking Relationship Manager

BMO Financial Group • Oshkosh, WI • 5d ago

Finance, Accounting & Banking

Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business developme...

5d ago

Go to Apply

Accounts Payable Supervisor/Manager

Robert Half • Fond Du Lac, WI • 1w ago

Finance, Accounting & Banking

Description We are looking for an experienced Accounts Payable Supervisor/Manager to lead day-to-day payables operations for a manufacturing organization in Fond du Lac, Wisconsin. This position oversees payment accuracy...

1w ago

Go to Apply

Accounts Payable Clerk

Robert Half • Ripon, WI • 2w ago

Finance, Accounting & Banking

Description We are looking for an Accounts Payable Clerk to support a machinery manufacturing operation in Ripon, Wisconsin. This Long-term Contract position is ideal for someone who is highly organized, accurate with da...

2w ago

Go to Apply

Accounts Payable Supervisor

Oshkosh Corporation • Oshkosh, WI • 3w ago

Finance, Accounting & Banking

About Oshkosh AeroTech, an Oshkosh company Oshkosh AeroTech is a leading provider of aviation ground support products, gate equipment and airport services to commercial airlines, airports, air-freight carriers, ground ha...

3w ago

Go to Apply

Manager of Financial Reporting and Technical Accounting

Oshkosh Corporation • Oshkosh, WI • 3w ago

Finance, Accounting & Banking

At Oshkosh, we build, serve and protect people and communities around the world by designing and manufacturing some of the toughest specialty trucks and access equipment. We employ over 18,000 team members all united by...

3w ago

Go to Apply

Business Banking Credit Portfolio Manager 3

U.S. Bank • Oshkosh, WI • 3w ago

Finance, Accounting & Banking

3w ago

Go to Apply

Registered Nurse Supervisor

Ascension Health • Oshkosh, WI • 6h ago

Hospital & Medical

Your future role at a glance Location: Oshkosh, WI Facility: Mercy Hospital Department/Specialty: Nursing Administration Schedule: PRN, Flexible scheduling Life at Ascension: Where purpose meets opportunity Ascension is...

6h ago

Go to Apply

Medical Records Clerk

Advanced Correctional Healthcare • Fond Du Lac, WI • 7h ago

Hospital & Medical

Position Type Full Time Job Shift Day Education Level Not Specified Travel Percentage None Category Administrative Support Description SUMMARY: Our associates deliver a higher standard of business services to support med...

7h ago

Go to Apply

Office Manager/Administrative Assistant

PETRO-CHEMICAL SYSTEMS INC • Eden, WI • 7h ago

Retail & Hospitality

JOB REQUIREMENTS: Answer telephones, direct calls, and take messages. Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions. Communicate with customers, employees, and other individu...

7h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)