Tax Associate Jobs in Rice Lake, WI (NOW HIRING)

Description

Join our team and play a critical role in delivering exceptional commercial lending support from approval through closing and funding.

We are seeking a detail-oriented and highly organized person for our Commercial Loan Operations position to support the documentation, closing, funding, and servicing of commercial loans. This position serves as a key partner to lenders, credit staff, borrowers, attorneys, title companies, and other stakeholders to ensure commercial loan transactions are processed accurately, efficiently, and in compliance with bank policies and regulatory requirements.

What You'll Do

Loan Coordination

• Input and maintain loan data in the bank's loan origination and documentation systems, including Baker Hill or other applicable platforms.
• Order, collect, and review required third-party due diligence items, including appraisals, property tax bills, title insurance, flood determinations and coverage, UCC searches and filings, environmental reports, equipment appraisals, and motor vehicle filings as applicable.
• Obtain and verify supporting documentation needed to protect the bank's security interest, including insurance, purchase agreements, invoices, vehicle titles, serial numbers, VINs, legal descriptions, appraisal reviews, equipment information, and entity-related information, per CCF standard requirements.
• Prepare and review settlement statements, payoff information, wire and disbursement details, and pre-close review items to ensure files are complete and accurate before closing.
• Coordinate appraisal notices, appraisal receipt or waiver documentation, adverse action requirements, covenant waivers, HMDA reporting inputs, OFAC screening, and CLEAR/CCAP searches, as applicable.
• Monitor timelines and follow up on outstanding items to support efficient movement of loans from approval through closing.

Closing, Funding & Loan Booking

• Prepare commercial loan documents and modification documents for all commercial loan types in accordance with approval terms, collateral requirements, internal standards, policies, and applicable regulatory requirements.
• Conduct verification and second-review procedures to confirm documentation accuracy, legal sufficiency, and readiness for closing.
• Coordinate closings with internal stakeholders and external parties, including attorneys, title companies, and borrowers, to facilitate timely execution.
• Book approved transactions accurately to the core system and process funding, disbursements, related fees, document uploads, and applicable system updates.
• Send final documents to the appropriate parties, complete imaging and file retention steps, route post-closing documentation for processing, and track outstanding exceptions such as final title policies, recorded documents, and post-UCC searches.
• Support ongoing servicing-related documentation, including payoffs, auto-renew timing, post-close actions, and exception resolution as needed.

Communication & Compliance

• Serve as a point of contact for lenders, credit staff, borrowers, attorneys, title companies, and third-party vendors regarding documentation needs, loan status, closing conditions, final closing dates, and follow-up items.
• Ensure loan files meet internal approval requirements, appropriate authority levels, documentation standards, legal requirements, regulatory requirements, bank policy requirements, and applicable state and federal banking laws prior to funding and booking.
• Maintain complete, organized, and audit-ready loan files and processing logs.
• Escalate documentation, collateral, compliance, or timing issues promptly to the appropriate leader or lender for resolution.
• Researches and responds to customer, banker and other internal inquiries.
• Creates, maintains, and updates SOPs as requested.
• Performs other duties as assigned.

Must haves:

• Associate's degree in accounting, finance, economics or related field.
  • Note: Two (2) years of directly related experience may be considered in lieu of the Associate's degree.
• Two (2) years of experience in the financial services industry.
• Two (2) years of experience working in loan processing.

What's in it for you?

• Full Time, 40 hours per week.
• Monday - Friday work week
• Competitive pay.
• Eligible for annual incentive based upon company performance and goals.

Perks:

• Health, Vision & Dental Plans
• Health Savings Account (HSA) with CCF Contributions
• Employer Paid Life Insurance and Long Term Disability Plans
• Voluntary Life Insurance and Short Term Disability Plans
• Accident, Critical Illness, and Hospital Indemnity Plans
• Benefits Care Advocate
• Flexible Spending Account
• Health Reimbursement Arrangement (HRA)
• 401K Retirement Plan and Company Match
• Paid Time Off and Paid Holidays
• Time Off for Bereavement Leave, Parental Leave, and Voting
• Paid Time Off Donation
• Paid Time Off Cash Out
• Company-Wide Wellness Program
• Employee Assistance Program (EAP)
• Colleague Referral Program
• Education Reimbursement Program
• Career Planning
• Hybrid Work Arrangements, depending on position
• Colleague Pricing on Secondary Market Mortgage Loans
• Colleague Beyond Save & Spend Accounts Perks
• Discount Program

Apply today and help drive the success of our commercial lending operations.

What can you expect from us?

At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers.

We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them.

Learn more here about how we make more possible: https://ccf.us/careers/

Ready to be part of our financial family? Apply online at ccf.us!

If you need assistance applying, contact us at HR@ccf.us and we will attempt to meet your needs.

In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.

CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.