Commercial Loan Docs & Client Liaison

Washington Trust Bank; Seattle (WA); On-site; USD 40,000 - 77,000; Full time

Benefits offered by this job

Health benefits

Annual bonus eligibility

Job summary

Washington Trust Bank is seeking a Commercial Banking support professional in Seattle to assist Credit Analysts and Relationship Managers with loan documentation, client relationships, and portfolio administration.

You will gather financial statements, scrub files for audits, and prepare documentation packages to support lending activities. Strong attention to detail and teamwork are essential for success in this role.

Qualifications

• Strong knowledge of documentation and processing requirements within Trust administration, corporate lending, and related areas.
• Accurate keyboarding skills and proficiency with MS Word, Excel, and Access.
• Ability to coordinate with Relationship Managers and other teams to service client portfolios.

Responsibilities

• Primary responsibility for loan documentation, ordering documents, collecting financial statements, and audit review as part of account setup and maintenance.
• Prepare requests for new and renewal note packages and assist with financial analysis as directed.
• Maintain officer activity files to ensure timely receipt of required information for portfolios.
• Coordinate with RMs to manage ongoing service and retention activities and serve as the main contact where possible.
• Provide timely, accurate information to support client relationships and department goals.

Skills

Documentation & processing

Interpersonal skills

Multitasking

Attention to detail

Tools

MS Word

MS Excel

Access

Job description

Washington Trust Bank is seeking a Commercial Banking support professional in Seattle to assist Credit Analysts and Relationship Managers with loan documentation, client relationships, and portfolio administration.

You will gather financial statements, scrub files for audits, and prepare documentation packages to support lending activities. Strong attention to detail and teamwork are essential for success in this role.