Commercial Loan Booking & Funding Specialist II

Rockland Trust; Middleborough (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Tuition assistance

Paid vacation

Day care reimbursement

Wellness program

Job summary

Rockland Trust is seeking a detail-oriented Commercial Loan Booking & Funding Specialist II to join our Operations team in Massachusetts. You will book and fund Business Banking and Commercial loans in our core system, ensuring accuracy and compliance while supporting internal partners.

The ideal candidate has 3+ years in loan operations, experience with Horizon and nCino, and strong communication skills to service lenders and branches effectively.

Qualifications

• Minimum of three years in loan operations or similar financial services role.
• Knowledge of Horizon Loan System or a similar core loan system required.
• Experience with Business Banking and Commercial lending products and processes.
• Experience with nCino or similar onboarding/loan origination system.
• Strong written and verbal communication with high attention to accuracy.

Responsibilities

• Review and process daily Business Banking and Commercial loan funding transactions per procedures.
• Board loans into Horizon accurately, including complex deals like participations and SWAPs.
• Maintain boarding procedures and ensure regulatory compliance.
• Process general ledger transactions within deadlines.
• Perform loan servicing duties and provide customer service to teams and branches.
• Assist in developing procedures and training materials; provide management training.
• Stay current on regulatory changes affecting products and systems.
• Create test cases and participate in system enhancements testing.
• Support acquisition and integration testing efforts.
• Serve as SME for Horizon, IBS, and nCino related to loan booking.
• Create, maintain, and monitor reports for management.

Skills

Attention to detail

Customer service

Microsoft Office

SharePoint

Independent & team work

Analytical thinking

Education

Loan operations experience

Tools

Horizon

nCino

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.

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 seeking a detail-oriented and customer-focused Commercial Loan Booking & Funding Specialist II to join our Operations team.

In this role, you will be responsible for accurately booking and funding Business Banking and Commercial loan and line products within the Bank's core system. The ideal candidate will possess a strong understanding of commercial lending products, loan operations, and loan servicing systems, along with a commitment to accuracy, compliance, and exceptional customer service. This position plays a critical role in ensuring loan accounts are established and funded efficiently while supporting internal business partners and maintaining compliance with Bank policies, procedures, and applicable regulatory requirements.

Position Responsibilities

• Review and process daily Business Banking and Commercial loan funding transactions in accordance with established procedures. This includes but is not limited to General Ledger and internal deposit account transactions and external wire transfers.
• Board Business Banking and Commercial loans into Horizon accurately and within Service Level Agreements. This includes complex deals such as participation loans, SWAP’s, and Asset Based Lending.
• Maintain loan product boarding procedures and ensure compliance with Bank procedures and applicable state and federal regulations.
• Process general ledger transactions accurately and within established deadlines.
• Perform loan servicing duties as assigned.
• Provide superior customer service to customers, lending teams, and branch colleagues. Serve as a subject matter expert for Business Banking and Commercial loan products.
• Assist in developing and updating procedures and training materials. Provide training as requested by management.
• Remain informed of compliance regulations, including changes and updates affecting products and systems.
• Create test cases and perform testing related to system enhancements and upgrades.
• Assist with mapping and testing activities related to acquisition and integration efforts.
• Serve as a subject matter expert for the Horizon, IBS and nCino systems as they relate to the booking and funding of Mortgage, Home Equity, and Consumer loans.
• Create, maintain, and monitor reports as requested by management.

Position Qualifications

• Minimum of three years of experience in loan operations, loan administration, or a comparable financial services environment.
• Knowledge of the Horizon Loan System or a similar core loan processing system is required.
• Knowledge and Experience with Business Banking and Commercial lending products, loan documentation, and loan servicing processes.
• Experience with nCino or similar onboarding and loan origination system.
• Understanding of financial instruments related to the repayment of debt.
• Ability to work independently in a fast-paced, multi-tasking environment while meeting critical deadlines.
• Proven ability to resolve complex issues and complete assignments with minimal supervision.
• Strong written and verbal communication skills with a focus on delivering exceptional customer service.
• Excellent organizational skills with strong attention to detail and accuracy.

Required Skills

• Strong attention to detail and commitment to accuracy.
• Excellent computer skills, including proficiency with Microsoft Office applications; SharePoint experience preferred.
• Ability to work effectively both independently and collaboratively within a team environment.
• Strong analytical, problem-solving, and critical-thinking skills.
• Ability to manage multiple priorities while maintaining high-quality work standards.

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 accommodation to enable individuals with disabilities to perform the essential functions of their roles.