Commercial Loan Booking & Funding Specialist I

Rockland Trust

Middleboro, MAOn-site
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Location
Middleboro, MA
Work style
On-site
Posted
Oct 7
12 days ago
Career path

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About the company

Rockland Trust

Banking · 1,001 to 5,000 employees

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 on LinkedIn

What you'll do

  • Book, maintain, and fund commercial and Business Banking loans; process maintenance requests, advances, and operational transactions.
  • Review documentation, resolve discrepancies, maintain compliance, and support lending teams and customers.

What you need

  • Strong attention to detail, organizational and time management skills, communication skills, and proficiency with Microsoft Office, including Excel and Outlook.
  • One to three years of related experience is preferred.

Key skills

attention to detailorganizational skillstime management skillscommunication and interpersonal skillsMicrosoft Office applicationsExcelOutlookHorizonIBSnCinoSharePoint

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Perks

  • 401(k)
  • DC retirement plan
  • LTD and life insurance
  • paid vacation
  • day care reimbursement
  • tuition assistance
  • wellness program

See full description on company page, apply now

Read the full posting here
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 motivated Commercial Loan Booking & Funding Specialist to join our Commercial Loan Operations team. In this role, you will play a critical part in supporting our Business Banking and Commercial Lending teams by accurately setting up, booking, and funding loans while ensuring a high level of service and operational excellence. This is an excellent opportunity for individuals with banking, lending, loan servicing, or operations experience who are looking to expand their knowledge of commercial lending and build a long-term career within a collaborative and growing organization. Training will be provided on internal systems and processes. Responsibilities • Accurately board and maintain Business Banking and Commercial loan accounts within the Bank's loan systems. • Support the funding process for commercial loans and lines of credit, ensuring transactions are completed timely and accurately. • Partner with lending, loan closing, and post-closing teams to facilitate the seamless onboarding of new loan relationships. • Review loan information and documentation for accuracy and completeness. • Process account maintenance requests, loan advances, and related transactions. • Research and resolve discrepancies or booking errors as needed. • Process general ledger entries and other operational transactions with a high degree of accuracy. • Maintain compliance with Bank policies, procedures, and applicable regulatory requirements. • Deliver exceptional service to internal business partners and customers. • Participate in ongoing training and professional development opportunities. • Assist with additional departmental projects and responsibilities as assigned. Qualifications • 1-3 years of experience in banking, loan operations, lending support, loan servicing, financial services, or a related field preferred. • Strong attention to detail and commitment to accuracy. • Excellent organizational and time management skills. • Ability to manage multiple priorities and meet deadlines in a fast-paced environment. • Strong communication and interpersonal skills with a customer-focused approach. • Comfortable learning new systems, processes, and banking products. • Ability to work independently as well as collaboratively within a team environment. • Proficiency with Microsoft Office applications, including Excel and Outlook. Preferred Qualifications • Experience with loan servicing, loan operations, or commercial lending processes. • Familiarity with commercial or business banking loan documentation. • Experience with Horizon, IBS, nCino, SharePoint, or similar banking platforms. • Understanding of banking regulations and operational controls. 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.

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