Commercial Lending Specialist: Underwriting & Coordination

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

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.