Corporate Lending Document Specialist I at Ent Credit Union

Appleton, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Jun, 26

Salary

32.11

Posted On

12 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Documentation, Corporate Banking, Commercial Loan Documents, NCUA Regulations, Loan File Maintenance, Laser Pro, Microsoft Word, Microsoft Excel, Baker Hill NextGen, Symitar, Collateral Taxes, Collateral Insurance, Synergy, UCC Terminations, Bank Secrecy Act, Confidentiality

Industry

Banking

Description

Company Description Ent Credit Union and Wings Credit Union are joining forces in January 2026. This merger means more opportunities, expanded resources, and a shared commitment to delivering exceptional member service. Together, we become more - empowering members, communities, and teams through a bold, unified future. Both organizations bring a strong legacy of member satisfaction, operational excellence, financial stability, and community impact. Recognized locally and nationally as best-in-class financial institutions and employers of choice, each is known for its commitment to financial well-being and philanthropic leadership. Join us during this transformative time and be part of shaping the future of banking! To learn more about the merger, click here. Job Description This position provides loan documentation support to Corporate Banking services and is responsible for generating various types of complex commercial loan documents as approved by the Corporate Loan Committee and in compliance with Policies and NCUA regulations. The Loan Documentation Specialists are responsible for maintaining complete and accurate loan files in order to limit collateral risk and assist in the monitoring of loan servicing, performance, and compliance with loan terms. This position is responsible for carrying out assignments on their own initiative and exercising considerable discretion in dealing with confidential and sensitive information. Essential Functions Create, manage, and maintain corporate loan files (both physical and electronic). Gather and request loan documentation as required in the loan terms or as requested by the loan officer and assure files are current, complete, and up to date. Prepare commercial loan documents primarily using Laser Pro software, but may also include Microsoft Word, and Microsoft Excel. Input ticklers and covenants, as well as assist with preparation of periodic reports in Baker Hill NextGen software. Input & maintenance of commercial loans to Symitar. Manage and maintain applicable ticklers (to include procuring and updating collateral real estate taxes and collateral insurance ticklers). Scanning of loan documents into Synergy. Process paid loans. Verify loan record to ensure correct payoff, prepare real estate collateral release documents and UCC terminations, file releases with correct county (using Simplifile) or Secretary of State. Create and maintain / store paid loan files. Bank Secrecy Act: Remains cognizant of and adheres to Wings policies and procedures, and regulations pertaining to the Bank Secrecy Act. Qualifications Minimum Formal Qualifications for this Position Associate's Degree in Finance, Accounting, Business, Economics, Legal Studies, or Pre-Law, and Paralegal Studies. 1+ years' of direct experience in commercial loan documentation and commercial lending operations and procedures. Required Technical or Specialized Knowledge/Skills: Advanced knowledge of commercial loan documentation requirements. Strong knowledge of Laser Pro documentation software and Baker Hill NextGen programs. Ability to handle sensitive and confidential assignments with tact and diplomacy. Ability to work under pressure and time constraints. Ability to handle changing priorities. Ability to establish and maintain cooperative working relationships. Must be self-motivated and able to perform duties and tasks accurately and efficiently with moderate supervision. Certifications Required: None required Additional Information The pay range for this position is: $28.13 to $32.11 (S13). Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, location and internal pay equity. This position is eligible for our corporate bonus program based on company performance. BENEFITS: Generous 401(k) match 401k Discretionary Profit Sharing Health Insurance Dental Insurance Vision Insurance Life Insurance Short Term and Long Term Disability Health Savings Account with company contribution Employee Assistance Program Paid Vacation, Sick, Floating Holidays and Volunteer Time Off Paid Holidays Tuition Reimbursement Paid Parental Leave We anticipate this position to close on 03/18/2026. Please submit your application at your earliest convenience to be considered. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Compensation: USD 28.13 - USD 32.11 - hourly

Responsibilities

This role supports Corporate Banking services by generating complex commercial loan documents compliant with policies and NCUA regulations, and is responsible for maintaining accurate physical and electronic loan files to limit collateral risk. Duties include preparing documents using Laser Pro, inputting data into Baker Hill NextGen and Symitar, managing ticklers, processing payoffs, and filing collateral releases.