Commercial Lending Operations Specialist

Rockland Trust; Plymouth (MA); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Health & dental insurance

401(k) plan

LTD & life insurance

Paid vacation

Day care reimbursement

Tuition assistance

Wellness program

Résumé du poste

Rockland Trust is seeking a Commercial Lending Specialist to support Commercial Lenders with administrative duties, credit information gathering, and loan processing. This role ensures loan requests are complete and aligns with bank policies while fostering strong customer relationships.

You will assist in preparing loan documents, coordinating with the Credit department, and helping to implement the ncino system.

Qualifications

• 3-5 years of Commercial Banking experience and knowledge of various commercial loan documentation 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 with strong analytical and communication skills.

Responsabilités

• 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 memo, 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.

Connaissances

Microsoft Office

Excel

PowerPoint

Analytical skills

Communication

Detail-oriented

Outils

nCino

Description du poste

Rockland Trust is seeking a Commercial Lending Specialist to support Commercial Lenders with administrative duties, credit information gathering, and loan processing. This role ensures loan requests are complete and aligns with bank policies while fostering strong customer relationships.

You will assist in preparing loan documents, coordinating with the Credit department, and helping to implement the ncino system.