Commercial Lending Coordinator & Loan Docs Specialist

Rockland Trust; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health and dental insurance

401(k) and DC retirement plan

LTD and life insurance

Paid vacation

Day care reimbursement

Tuition assistance for undergraduate &

graduate programs

Wellness program

Job summary

Rockland Trust is a full-service commercial bank based in Massachusetts seeking an experienced Lending Center professional to support commercial loan operations. You will coordinate documents for origination, renewals, and closings, prepare reports, and assist in the implementation of the new loan system.

The role requires 3–5 years in commercial banking, strong Excel and Office skills, and meticulous attention to detail to ensure accurate, compliant loan files and data management.

Qualifications

• 3–5 years of Commercial Banking experience is highly preferred.
• Proficiency with Microsoft Office, Excel and Power Point.
• Ability to create financial and statistical tools and reports using Excel.
• Must be a detail-oriented individual with strong analytical and communication skills.

Responsibilities

• Act as a liaison between the Lending Center Manager, Commercial Loan Officers, attorneys, customers & other areas within the Bank.
• Prepare documents for loan origination, renewals and closings, such as commitment letters, credit memos, 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 credit memo
• Assist in coordination of information sent to Credit department for analysis and spreads
• Assist customers on a daily basis with various types of banking questions
• Learn and assist lending team with implementation of the new nCino commercial loan system
• Prepare reports and manage various databases;
• Process and track all income and expenses information and review monthly finance reports for accuracy
• Complete monthly pipeline report and goals reports
• Manage, organize, and update relevant data using database applications
• Obtain and review documentation deficiency report and endeavor to cure deficiencies as needed
• Management of overdraft report
• 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.

Skills

Commercial lending

Excel

Microsoft Office

Financial analysis

Detail oriented

Tools

Excel

PowerPoint

Job description

Rockland Trust is a full-service commercial bank based in Massachusetts seeking an experienced Lending Center professional to support commercial loan operations. You will coordinate documents for origination, renewals, and closings, prepare reports, and assist in the implementation of the new loan system.

The role requires 3–5 years in commercial banking, strong Excel and Office skills, and meticulous attention to detail to ensure accurate, compliant loan files and data management.