The Role
Supports commercial loan closings, renewals, payments, advances, document preparation, collateral maintenance, loan boarding, covenant tracking, and file organization. Assists commercial loan officers, obtains title and third-party reports, prepares loan documents in Lazer Pro, processes depository account services, and generates department reports. Requires knowledge of commercial loan products and terminology, strong communication and organization skills, computer proficiency, independence, and willingness to learn.
Summary Generated by Built In
Duties and Responsibilities
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- Obtain and review preliminary title reports, organizational documents and all pertinent documentation associated with closing commercial loans.
- Document and close new and renewal loan requests
- Process loan payments and advances.
- Build/organize commercial loan files.
- Track/update ticklers/covenants for commercial loans.
- Assist Commercial Loan Officers and Asst. Commercial Loan Officers with duties.
- Obtain pertinent daily and monthly reports for department.
- Assist members/department with opening depository accounts including on-line access, remote deposits, ACH transactions etc...
- Maintaining collateral files such as extending UCC's and recording deed of trust, etc.
- Ordering of third-party documents such as, but not limited to flood certifications, preliminary title reports, credit reports, NADA reports, Carfax, etc.
- Build and create commercial loan documents using Lazer Pro.
- Board commercial loans onto the Credit Union’s core system.
- Other Duties as assigned
Required Skills
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- Strong understanding of commercial loan products, class codes, loan terms, purpose codes, collateral codes, and related commercial lending terminology.
- Good communication skills
- Good computer skills (Word, Excel, DNA, Lazer Pro, Co-Pilot)
- Good organizational skills
- Ability to work independently
- Willingness to learn new duties
Skills Required
- Strong understanding of commercial loan products, class codes, loan terms, purpose codes, collateral codes, and related commercial lending terminology
- Good communication skills
- Good computer skills, including Word, Excel, DNA, Lazer Pro, and Copilot
- Good organizational skills
- Ability to work independently
- Willingness to learn new duties
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The Company
What We Do
Founded in 1951 and formerly known as Clark County Credit Union, Create Credit Union is a not-for-profit financial institution serving over 60,000 members. Based in Southern Nevada, the organization manages over $1.5 billion in assets and offers a variety of financial products, including competitive auto loans, mortgage solutions, digital banking services, and high-yield checking to help members build solid financial futures.
