Commercial Documentation Specialist jobs in United States
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Rockland Trust · 7 hours ago

Commercial Documentation Specialist

Rockland Trust is currently seeking a Commercial Documentation Specialist to assist with the day-to-day functions of the Commercial Credit Operations department. The role involves facilitating commercial loan closings, ensuring compliance with regulations, and providing guidance on documentation for commercial loan transactions.

Payments

Responsibilities

Facilitating commercial loan closings by coordinating commercial lending staff, compliance department, real estate appraisal and environmental departments, outside counsel and loan operations
Ensuring that all commercial loans are properly approved, documented, closed and funded in accordance with applicable credit approvals, commercial lending policy, federal compliance regulations and sound legal standards and practices
Providing guidance to Commercial Loan Specialists, Lenders, Portfolio Managers, and Loan Operations personnel on appropriate and customary documentation for a variety of commercial loan transactions
Preparing internally prepared commercial loan documentation
Review and analysis of various documentation for complex commercial transactions to independently ensure compliance with loan approvals, commercial lending policy, Bank documentation standards and sound legal standards and practices, including: Credit approval documentation, including Senior Loan Approval Committee approvals, Commercial loan documentation (pre-funding), Due diligence items, including insurance binders, appraisals, credit analysis and pre-closing requirements, Compliance matters, including flood zone determination, Complete closing packages (post-closing) which includes all legal documentation, title insurance policies, opinion letters, organizational documents, consents, etc
Consult daily with Loan Operations personnel to provide approved funding information for loan funding and proper booking
Consult daily with Lending teams (Lenders, Portfolio Managers and CLS associates) regarding general documentation inquiries, loan funding and documentation deficiencies
QC of internally prepared loan documentation
Drafting of internally prepared modifications
Mentor less experienced co-workers

Qualification

Commercial loan documentationLegal drafting skillsLoan transactionsMicrosoft WordMicrosoft ExcelMicrosoft OutlookMulti-taskTime managementEffective communicationOrganizational skillsSelf-motivated

Required

College Degree with 5+ years preparing commercial loan documentation in a financial institution or law firm OR Minimum 8+ years preparing commercial loan documentation in a financial institution or law firm highly preferred
Demonstrated legal drafting skills
Strong understanding of commercial loan transactions, including real estate loans, construction loans, asset-based loans, participations and syndications, franchise loans and affordable housing loans
Working knowledge of commercial legal documentation, entity organizational documents, collateral perfection techniques and guidelines
Self-motivated with ability to work independently and in a group to meet both individual and team deadlines
Ability to multi-task and use independent judgment to prioritize urgent loan requests
Strong time management skills
Meticulous and highly organized, with strong organizational and reasoning skills
Effective communication skills (oral and written)
Proficient in Microsoft Word, Excel and Outlook
Updates job knowledge by participating in educational opportunities
May be required to lift and/or move up to 20 pounds
Ability to establish and maintain effective working relationships

Benefits

Health Insurance
Dental Insurance
A 401K and DC Plan for your retirement
LTD & Life Insurance
Day Care Reimbursement
Tuition Assistance for graduate and undergraduate programs
An award winning Wellness program

Company

Rockland Trust

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Rockland Trust is a small community bank that is FDIC insured and has over 80 locations.

Funding

Current Stage
Public Company
Total Funding
unknown
1986-05-23IPO

Leadership Team

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Jeffrey Tengel
Chief Executive Officer
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Edward Jankowski
Chief Technology and Operations Officer
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Company data provided by crunchbase