Consumer Document Preparation Coordinator

Consumer Document Preparation Coordinator

555 S Executive Dr, Brookfield, WI 53005, USA

Job Description

Posted Monday, September 22, 2025 at 5 : 00 AM

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where youll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.

NATURE AND SCOPE

This position reports to the Manager, Consumer Document Preparation. The Document Preparation Coordinator is responsible for the high-level review of applications to determine the borrowers, co-borrowers, guarantors, and owners of collateral that are included on the loan. They are also responsible for analyzing the applications to determine what applicable documentation is required for each product, working with other associates as needed to resolve any errors, completing any additional documents needed outside of the loan origination system, updating the DealerTrack log (if applicable) as well as issuing Guaranteed Asset Protection (GAP) and Mechanical Breakdown Protection, if needed.

REQUIREMENTS

• High school diploma or equivalent and a minimum of one year of lending or financial experience, or one year of experience with Landmark.
• Proficient in Microsoft Office programs, basic typing skills.
• Proven ability to consistently complete duties within established time frames in a high-volume environment.
• Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
• Demonstrated success in independent research and issue resolution with the ability to escalate when needed.
• Must have experience or be able to gain proficiency in all programs and systems used for this job.
• Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
• Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and job-related state and federal laws and regulations.

PRINCIPAL ACCOUNTABILITIES

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