Job Description

Commercial Loan Documentation and Operations Specialist I - IV, DOE - North Phoenix, AZ

SUMMARY: Accountable and responsible for specific aspects of business loan servicing, booking, documentation and closing. Provides professional internal and external member service with an ability to work in a fast paced and deadline driven environment. Responsible for daily processing and system tasks related to Credit Union operations and its members. Independent judgment, initiative and accuracy required by applying operational methodology and analytics as well as an understanding of regulatory requirements to minimize/eliminate potential loss to the Credit union. Assists in or completes other related projects and duties to ensure timely and accurate loan closing and servicing in accordance with member expectations.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Monitors Business LoanOps general email box and responds to requests or forwards to appropriate associates.

  • Participates in business lending phone queue for member’s questions.

  • Submits invoices to Coupa for approval and payment.

  • Monitors expiring UCCs and files continuations if necessary.

  • Pull LERETA tax service reports and coordinate with management for further action. Ensure files are maintained in the file room in alphabetical/numerical order and missing files have appropriate charge out cards in place.

  • Serve as a check in/out resource for all Credit Administration and Loan Operations Team associates. On a regular basis, circulate to associates a list of files that are missing from the file room and lack a charge out card.

  • Sends paid off files to off-site storage and destroy files in accordance with the credit union’s retention policy.

  • Tracks and follows-up on property and liability insurance renewal certificates with members or insurance agents. Update data on Fiserv DNA (loan accounting system) as appropriate and maintain an electronic and hardcopy of the updated certificates.

  • Performs due diligence to assist with documentation e.g., name verification, good standing certificate validation, verification of real estate tax payments.

  • Performs documentation tickler follow up for closed and booked loans.

  • Responsible to distribute mail daily, order office supplies as needed, and perform other general office tasks as required.

Education and/or Experience

One to three years of experience with commercial loan documentation, processing, or operations.



2355 W. Pinnacle Peak Rd., Phoenix, AZ 85027 USA

Application Instructions

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