Commercial Lending Specialist - Business Banking

Rockland Trust; Brockton (MA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) and retirement plan

Paid vacation

Job summary

Rockland Trust in Brockton, MA, is seeking a Commercial Lending Specialist to support the Commercial Business Underwriting & Decisioning (CBUD) team. The role involves assisting Approval Officers and Portfolio Managers with credit-related activities, ensuring loan applications are complete, and coordinating documentation.

You will gather financial information, review documents, order appraisals, track loans, and communicate with borrowers and staff.

Qualifications

• Bachelor’s degree in Business, Finance or related field required or 1–3 years banking experience with knowledge of commercial loan documents.
• Proficiency with Microsoft Office, Excel and Power Point.
• Ability to create financial and statistical tools and reports using Excel.

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 to produce relevant reports; understand key ratios, covenants and documentation exceptions.
• Assist in ensuring lender compliance with federal laws applicable to Rockland Trust’s lending function.

Skills

Analytical skills

Communication skills

Detail-oriented

Education

Bachelor’s degree in Business, Finance or related field

Tools

Microsoft Office

Excel

PowerPoint

Job description

Job Description

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.

Job Description

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.

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.

Qualifications

• 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

Benefits & Culture

Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, well‑being. Benefits include: 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, and much more! At Rockland Trust, you’ll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pay Transparency

Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company’s good‑faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.

Accessibility & Accommodations

We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles.