Loan Operations Assistant Jobs in Wisconsin (NOW HIRING)

At Summit Credit Union, we believe commercial lending should feel seamless, accurate, and memberfocused. As our Commercial Loan Servicing Specialist 3, you’ll play a critical behindthescenes role supporting complex commercial loans—ensuring accuracy, compliance, and an exceptional member experience from booking through payoff.

If you’re detaildriven, collaborative, and thrive in a fastpaced lending environment while supporting both members and internal partners—this could be your next great move.

• Ensure Loan Accuracy & Integrity by booking new commercial loans, renewals, and modifications accurately and timely within core systems while meeting underwriting and regulatory requirements.
• Support the Full Loan Lifecycle through processing payments, payoffs, escrows, ticklers, final titles, liens, loan files, and other postclosing activities that protect the credit union and our members.
• Partner & Collaborate with Business Relationship Managers and Loan Servicing staff to resolve requests promptly and keep lending relationships running smoothly.
• Maintain Regulatory Excellence by ensuring member records, assignments, and loan documentation meet all compliance and policy standards.
• Manage Loan Ticklers proactively to clear exceptions and maintain an optimal level of outstanding items.
• Enhance Processes & Systems by identifying improvements, participating in special projects, and supporting welldocumented procedures that strengthen efficiency and accuracy.
• Train & Support Teammates by providing guidance and knowledge sharing to ensure consistent, highquality work across the team.
• Assist Department Leadership by supporting the Manager with daily operational needs to keep the department running effectively.

• High School Diploma or General Education Degree (GED) required.
• Four (4) or more years of loan systems or loan operations experience, or an equivalent combination of education and experience.
• Strong written and verbal communication skills with the ability to interact professionally with members and internal partners.
• Proven ability to meet deadlines and work accurately under pressure.
• Excellent customer service mindset with strong interpersonal skills.
• Exceptional attention to detail and commitment to accuracy.
• Ability to maintain the highest level of confidentiality.
• Working knowledge of lending regulations with the ability to follow policies and procedures to ensure compliance.

We take care of our people—because when our employees thrive, our members do too.

Our perks include:

Excellent health insurance options to support you and your family
401(k) with employer match to help you invest in your future
Generous paid time off so you can recharge and live your life
Paid holidays and wellnessfocused benefits
Opportunities for professional growth and crossfunctional learning
A peoplefirst culture that values accuracy, collaboration, and impact
And more benefits designed to support you—at work and beyond

Physical Demands of Position:
While performing the duties of this position, the employee is required to sit, stand, and walk; use hands and fingers. The employee occasionally must reach above and below shoulder level and lift, push, pull, and/or carry up to 10 pounds.

Environmental/Working Conditions:
Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.

Equipment Used:
Variety of office equipment including telephone, printer, personal computer, and mobile devices.

At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status, or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

If you’re passionate about precision, collaboration, and supporting strong commercial lending relationships—we’d love to meet you.