Skip navigation
Unable to save this job. Please try again later.


Email this Job to Yourself or a Friend

To begin the application process, please enter your email address.

Company Contact Info

  • 12700 West Bluemound Road
    Elm Grove, WI 53122

Already have an account?

Sign in to apply with your saved resumes.

New to CareerBuilder?

Don't have an account? Continue as a guest!

Sorry, we cannot save or unsave this job right now.

Report this Job

Trust and Site Security Team.

Don't miss out on new jobs!

Get the latest Loan Representative (Sales and Related) jobs in Elm Grove, WI delivered directly to your inbox. You can unsubscribe at any time.

Saving Your Job Alert

Job Alert Saved!

Could not save Job Alert!

You have too many Job Alerts!

This email address has reached the maximum of 5 email alerts. To create a new alert, you will need to log into your email and unsubscribe from at least one.

Sign Up

or   Sign In Here
Password Must Contain
8 to 15 characters
1 uppercase letter
1 number or symbol
1 lowercase letter
Create an Account with CareerBuilder to save jobs & unlock these great features
See similar job titles and skills to help you make your next move
Upload a resume and become visible to Hiring Managers and Employers
Compare Salary Information to see where you stand amongst your peers
Easily Quick Apply to jobs with just one click!

Email Send Failed!

Commercial Lending Representative

CIBM Bank • Elm Grove, WI

Posted 27 days ago

Job Snapshot

Travel - None
Experience - At least 3 year(s)
Degree - None
$42,000.00 - $50,000.00 /Year
Banking - Financial Services

Job Competition



How Do You Compare to the Competition?

Get facts about other applicants with a CareerBuilder Account

Job Description


This position is responsible for providing support to the commercial loan officer in enhancing banking relationships with commercial loan customers by coordinating the documentation process, processing loan transactions, resolving problems, and providing general assistance.

Essential responsibilities include:

  • Coordinating the loan documentation process by working with loan officers and other parties, including appraisers, title companies, attorneys, realtors, insurance representatives, recorders’ offices, and documentation staff to ensure loan documents are prepared in accordance with organizational policies and procedures, loan terms and conditions, and in an accurate and timely manner.
  • Providing general customer and loan officer assistance, including, but not limited to: resolving documentation and operation problems; arranging depository accounts and cash management services; and handling customer overdrafts.
  • Initiating loan documentation process by requesting and reviewing entity papers, good standing certificates, legal name verifications, UCC searches, flood certifications, and title work.
  • Performing loan closings and disbursing loan proceeds (with or in the absence of the loan officer) in accordance with organizational policies and procedures.
  • Accurately processing construction and development draw disbursements in accordance with organizational policies and procedures.
  • Accurately processing customer loan payments and requests for loan advances against established lines of credit within applicable monitoring guidelines.
  • Providing loan officer assistance by researching and resolving loan exceptions resulting from a post closing review and, as requested by loan officer, exceptions cited by Loan Review.
  • Monitoring and generating required follow-up on expired financial information ensuring information is received within aging standards.
  • Preparing commitment letters for loan officers by reviewing the loan applications and outlining the conditions of approval and loan policy requirements.
  • Preparing all adverse action notification letters, appraisal engagement letters, and other correspondence as required by loan officer.
  • Accurately preparing payoff letters on commercial loans.
  • Providing loan officer with timely loan system reports to be used in monitoring maturing loans, past due payments, exception and expired items, and any other reports as required by loan officer.
  • Effectively and fluently communicating with customers, co-workers, and other business contacts within a culturally diverse work environment.
  • Developing and maintaining effective working relationships at all levels by proactively participating and contributing to a positive work environment, controlling emotions and temperament, and exhibiting courteous, respectful, and professional behavior.

Additional responsibilities include:

  • Staying abreast of company policies and procedures by attending and successfully completing all mandatory corporate and departmental training. Inclusive of, but not limited to, Orientation, Annual Sensitivity Training, and Compliance Training.
  • Staying abreast of organizational and regulatory policies and procedures through education and attending internal and external training functions.
  • Other duties as assigned.

Job Requirements

  • Knowledge of banking and office administration practices consistent with that normally obtained through 18 months of education and/or training beyond the high school level or equivalent is required. Skills and abilities sufficient to perform the essential functions--such as typing, data input, customer service, basic mathematical calculations, organization, and communication skills--are required. Proficiency in using computer software for typical office applications is also required.
  • Approximately three to five years of experience in banking, loan documentation, administrative assistance, legal assistance, or a related field are preferred.

Help us improve CareerBuilder by providing feedback about this job: Report this Job.
For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.
By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.
Don't miss out on new jobs like this
Get the latest jobs delivered to your inbox. Unsubscribe at any time.

Saving Your Job Alert

Job Alert Created

Well, this is embarrassing. We are having trouble saving your search. You can try again or come back at a later time.

Maximum Email Alerts

This email address has reached the maximum of 5 email alerts. To create a new alert, you will need to log into your email and unsubscribe from at least one.