Timothy Jon & Associates

Commercial Loan Processor

Timothy Jon & Associates - Green Bay, WI

Commercial Loan Processor


  • Prepares, files, researches, tracks, and maintains loan documents including participation loans, and commercial/mortgage loans. Assembles and maintains accurate files.
  • Responsible for ordering appraisals, property valuations, flood searches, letter reports, title commitments and ordering payoff requests for loans being refinanced.
  • Monitors insurance on property/vehicles held as collateral.
  • Books and disburses commercial loans from the core system.
  • Processes paid loans including preparation and recording of satisfactions.
  • Prepares and submits HMDA reporting.
  • Assists commercial members and employees in person, by telephone, and via e-mail with requests and basic questions regarding commercial loans.
  • Monitors participation loans, variable rate loans, interest only loans, and development or construction loans.
  • Promotes products and services to enhance member relationships with the credit union.
  • Responsible for following all processes and procedures put in place to insure each commercial/mortgage file is in compliance.
  • Assists other branches when information is needed from loan files.
  • May train new employees.
  • Reviews closed commercial/mortgage files for completeness and accurateness.

  • Coordinates the tracking of recorded mortgages and final title policies/letter reports to ensure adequate lien position.
  • Coordinates the tracking of vehicle liens to ensure adequate lien position.
  • Works with outside vendors on audit requests.
  • Researches and follows up on post-closing audit findings.
  • Works with the Supervisor and VP of Commercial Lending on audit findings.
  • Works with title companies preparing for closings.
  • Pull daily reports from DNA and make corrections as needed.
  • Actively attends meetings and training sessions to remain up to date and be responsible for policies, regulations, procedures, products, and legal requirements, including the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies and regulations.


  • High School Diploma or equivalent. Associate or bachelor’s degree in banking, finance, business or related field preferred or a minimum of two years of lending or related experience, preferably with commercial accounts.
  • General office/administrative skills and experience.
  • Good math aptitude and attention to detail.
  • Ability to learn and use credit union computer systems and software.
  • Ability to read, write, and comprehend detailed and often technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education, coupled with some technical school or college training.
  • Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system, Nautilus, Microsoft Office, and e-mail), fax machine, and adding machine normally acquired through a basic course or three to six months of on-the-job experience.
  • Analytical ability necessary to research and resolve complex issues, by reading and understanding detailed reports, technical materials, and/or regulatory requirements and utilizing this information to recommend and/or make strong business decisions.
  • Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members, employees, and vendors in stressful situations. Requires communication/listening skills necessary to effectively obtain necessary information to make appropriate and effective decisions.



Posted On: Wednesday, August 3, 2022

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