Wholesale Loan Documentation & Processing Specialist III; Hybrid

Job Category: Enterprise Banking Operations

Do you enjoy working through complex loan documentation requirements and ensuring every detail is accurate and compliant? Are you looking for an opportunity to leverage your expertise while helping support efficient loan operations and mentoring others along the way?

We are Atlantic Union Bank, the largest regional bank in the Mid-Atlantic, and we're looking for a Wholesale Loan Documentation & Processing Specialist III to join our Caring, Courageous, and Committed team. In this role, you'll support critical Wholesale loan documentation and processing activities, helping ensure loans are documented accurately, processed efficiently, and maintained in accordance with regulatory requirements and company policies.

If you're ready to put your loan operations and documentation expertise to work in a role where accuracy, collaboration, and problem-solving matter, we'd welcome meeting you.

As a Wholesale Loan Documentation & Processing Specialist III, you'll play an important role in supporting accurate and compliant loan operations. From reviewing documentation and validating supporting information to resolving discrepancies and assisting teammates with complex issues, your work will help ensure a dependable experience for both clients and internal partners.

You'll have opportunities to apply your expertise, contribute to process improvements, and serve as a resource for less experienced teammates while continuing to grow your career.

• Prepare, review, and maintain wholesale loan documentation in accordance with approved loan terms, regulatory requirements, and company policies.
• Verify borrower, organizational, collateral, and supporting documentation for completeness, accuracy, and compliance.
• Ensure required disclosures, regulatory documents, and supporting information are properly included, filed, and maintained.

• Review loan documentation packages, identify discrepancies, and coordinate with internal partners to obtain required corrections and ensure timely resolution.
• Ensure loan transactions and documentation comply with internal policies, procedures, and regulatory requirements.

• Process loan-related transactions and documentation updates within applicable systems.
• Maintain accurate records and documentation throughout the loan lifecycle.
• Ensure loan information is properly recorded and updated.
• Support quality control efforts by reviewing documentation for accuracy and completeness.

• Follow established operational procedures and applicable regulatory requirements.
• Analyze non-routine situations and recommend appropriate solutions.
• Participate in process improvement efforts that enhance efficiency, quality, and service.
• Meet established service level, quality, and productivity expectations.

• Serve as a resource for less experienced teammates by sharing knowledge and best practices.
• Assist with training and onboarding activities as needed.
• Work collaboratively across teams to support successful operational outcomes.
• Communicate openly, take ownership of your work, and contribute to team goals.

• Typically 5+ years of relevant experience.
• Vocational or technical training may be required.
• Experience reviewing, preparing, or maintaining in Wholesale loan documentation preferred.

For more than a century, Atlantic Union Bank has helped people, families, and businesses reach their financial goals by building trusted relationships in the communities we serve. No matter how much we've grown, we've stayed true to who we are: a…