Commercial Lending Specialist
Rockland Trust · Plymouth, MA · 3 wk ago
FinanceFull-time
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. The Commercial Lending Specialist will serve as a resource to the Commercial Lending Center. The position is responsible for assisting Commercial Lenders with general administrative duties, credit-related activities and special assignments; orders loan documents; gathers credit information on current and potential borrowers; conducts account research; processes commercial loan payments or advances; assists Commercial Lenders in ensuring loan requests are complete; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The Commercial Lending Specialist must communicate and provide information by relevant methods internally and externally to assist and enable organizational operations. Responsibilities Act as a liaison between the Lending Center Manager, Commercial Loan Officers, attorneys, customers & other areas within the Bank.Prepare documents for loan origination, renewals and closings, such as commitment letters, credit memo, 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 credit memo Assist in coordination of information sent to Credit department for analysis and spreadsAssist customers on a daily basis with various types of banking questionsLearn and assist lending team with implementation of the new nCino commercial loan systemPrepare reports and manage various databases;Process and track all income and expenses information and review monthly finance reports for accuracyComplete monthly pipeline report and goals reportsManage, organize, and update relevant data using database applicationsObtain and review documentation deficiency report and endeavor to cure deficiencies as neededManagement of overdraft reportInterpret financial statistics and other data in order to produce relevant reports. Understand the relevance of key ratios, covenants and documentation exceptionsAssist in ensuring lender compliance with federal laws applicable to Rockland Trust’s lending function. Qualifications 3-5 years of Commercial Banking experience and knowledge of various commercial loan documentation preferredProficiency with Microsoft Office, Excel and Power PointAbility to create financial and statistical tools and reports using excel spreadsheetsMust be detailed-oriented individual with strong analytical and communication skills 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 accommodations to enable individuals with disabilities to perform the essential functions of their roles.