Commercial Lending Specialist - Business Banking

Rockland Trust Company•Brockton, MA

6d•Onsite

About The Position

Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact. With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long‑standing philosophy— Where Each Relationship Matters® —guides how we work with our customers, colleagues, and communities every day. At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values‑driven culture that encourages professional growth, innovation, and work‑life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long‑term careers. Rockland Trust is currently seeking a Commercial Lending Specialist to join the Commercial Business Underwriting & Decisioning (CBUD) team in the Brockton Liberty Street office. This position will serve as a resource to the Commercial Business Underwriting & Decisioning (CBUD) team. The Commercial Lending Specialist is responsible for assisting CBUD Approval Officers and Portfolio Managers with general administrative duties, credit-related activities and special assignments; ensures loan applications submitted by Loan Officers and Business Banking Officers are complete; gathers credit information on current and potential borrowers; conducts account research; orders loan documents; processes loan payments or advances; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The Commercial Lending Specialist must communicate and provide information by relevant methods internally and externally to assist and enable organizational operations.

Requirements

Bachelor’s degree in Business, Finance or related field OR 1-3 years of banking experience with knowledge of various commercial loan documents, and strong familiarity with financial statements highly preferred
Proficiency with Microsoft Office, Excel and Power Point
Ability to create financial and statistical tools and reports using excel spreadsheets
Must be detailed-oriented individual with strong analytical and communication skills

Responsibilities

Act as a liaison between the CBUD team, Commercial Loan Officers, Business Banking Officer, retail branch personnel, attorneys, customers & other areas within the Bank.
Organize the workflow of applications for Approval Officers
Review documents for loan origination, renewals, closings, and advances, such as commitment letters, forms, and other required documents.
Order and track documents required to complete loan file including ordering floods; appraisals and ESA’s when applicable.
Review documentation against commitment and the Loan Proposal Summary Sheet.
Assist in the ordering of loan documentation from the Commercial Documentation team
Assist in coordination of information sent to Loan Operations for loan booking and funding
Assist internal and external customers on a daily basis with various types of banking questions
Manage, organize, and update relevant data using database applications
Obtain and review documentation deficiency report and endeavor to cure deficiencies as needed
Interpret financial statistics and other data in order to produce relevant reports. Understand the relevance of key ratios, covenants and documentation exceptions
Assist in ensuring lender compliance with federal laws applicable to Rockland Trust’s lending function.