Commercial Lending Specialist - Business Banking
About The Position
Rockland Trust is seeking a Commercial Lending Specialist to join the Commercial Business Underwriting & Decisioning (CBUD) team in the Brockton Liberty Street office. This position serves as a resource to the CBUD team, assisting Approval Officers and Portfolio Managers with administrative duties, credit-related activities, and special assignments. The role ensures loan applications are complete, gathers credit information, conducts account research, orders loan documents, processes payments/advances, and promotes bank services through customer relations. The Commercial Lending Specialist must effectively communicate internally and externally to support 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.
Benefits
- competitive compensation with performance‑based incentive awards
- health and dental insurance
- a 401(k) and DC retirement plan
- LTD and life insurance
- paid vacation
- day care reimbursement
- tuition assistance for undergraduate and graduate programs
- an award‑winning wellness program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
