Commercial Loan Documentation Specialist

Community Bank, N.A.; Taft Corners (VT); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

11 paid holidays

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Bank, N.A. is seeking a Commercial Loan Documentation Coordinator to ensure accurate, timely, and compliant closing processes within the Commercial Banking division.

The role partners with bankers, loan operations, and legal teams to deliver high-quality service while mitigating risk. The successful candidate will manage closing packages, maintain records, and generate reports for audit and board reviews, while supporting daily loan inquiries and account maintenance in a fast-paced

Qualifications

• Associate's degree in Business, Finance, or a related field preferred. High school diploma required with a minimum of one (1) year of specialized post-secondary training or equivalent professional certification.
• Minimum of 2 years of experience supporting Commercial and/or Retail Lending Officers, Loan Operations, or legal professionals (e.g., paralegal or administrative legal assistant).
• All applicants must be 18 years of age or older.

Responsibilities

• Act as a lead coordinator for commercial loan closings by preparing, reviewing, and validating closing documentation packages to ensure all compliance and policy requirements are satisfied.
• Serve as a documentation liaison between Commercial Banking Officers and Loan Operations, ensuring seamless post-closing follow-up and resolution of outstanding conditions or documentation gaps.
• Develop internal and external communications including board-level memoranda, legal correspondence, and customer-facing letters.
• Maintain sensitive financial records and client files in compliance with data governance and bank confidentiality standards using enterprise document management systems.
• Analyze, prepare, and distribute complex reports for executive review, including materials for internal audit and Board of Director review.
• Support commercial customers with high-touch service regarding loan inquiries, transaction execution, and account maintenance.
• Manage ledger entries and ensure accurate processing of commercial loan transactions, including payments, deposits, and internal transfers.
• Provide operational support to department leadership through special projects, process enhancements, meeting coordination, and strategic initiatives.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

Skills

Microsoft Office Suite

Professional communication

Organizational skills

Regulatory compliance

Cross-functional collaboration

Education

Associate's degree in Business/Finance

High school diploma + 1-year post-secondary training/certification

Tools

Loan origination/documentation platforms

Enterprise document management systems

Job description

Community Bank, N.A. is seeking a Commercial Loan Documentation Coordinator to ensure accurate, timely, and compliant closing processes within the Commercial Banking division.

The role partners with bankers, loan operations, and legal teams to deliver high-quality service while mitigating risk. The successful candidate will manage closing packages, maintain records, and generate reports for audit and board reviews, while supporting daily loan inquiries and account maintenance in a fast-paced