Commercial Loan Booking & Funding Specialist II

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.

Rockland Trust is seeking a detail-oriented and customer-focused Commercial Loan Booking & Funding Specialist II to join our Operations team.

In this role, you will be responsible for accurately booking and funding Business Banking and Commercial loan and line products within the Bank's core system. The ideal candidate will possess a strong understanding of commercial lending products, loan operations, and loan servicing systems, along with a commitment to accuracy, compliance, and exceptional customer service. This position plays a critical role in ensuring loan accounts are established and funded efficiently while supporting internal business partners and maintaining compliance with Bank policies, procedures, and applicable regulatory requirements.

Position Responsibilities

• Review and process daily Business Banking and Commercial loan funding transactions in accordance with established procedures. This includes but is not limited to General Ledger and internal deposit account transactions and external wire transfers.
• Board Business Banking and Commercial loans into Horizon accurately and within Service Level Agreements. This includes complex deals such as participation loans, SWAP’s, and Asset Based Lending.
• Maintain loan product boarding procedures and ensure compliance with Bank procedures and applicable state and federal regulations.
• Process general ledger transactions accurately and within established deadlines.
• Perform loan servicing duties as assigned.
• Provide superior customer service to customers, lending teams, and branch colleagues. Serve as a subject matter expert for Business Banking and Commercial loan products.
• Assist in developing and updating procedures and training materials. Provide training as requested by management.
• Remain informed of compliance regulations, including changes and updates affecting products and systems.
• Create test cases and perform testing related to system enhancements and upgrades.
• Assist with mapping and testing activities related to acquisition and integration efforts.
• Serve as a subject matter expert for the Horizon, IBS and nCino systems as they relate to the booking and funding of Mortgage, Home Equity, and Consumer loans.
• Create, maintain, and monitor reports as requested by management.

Position Qualifications

• Minimum of three years of experience in loan operations, loan administration, or a comparable financial services environment.
• Knowledge of the Horizon Loan System or a similar core loan processing system is required.
• Knowledge and Experience with Business Banking and Commercial lending products, loan documentation, and loan servicing processes.
• Experience with nCino or similar onboarding and loan origination system.
• Understanding of financial instruments related to the repayment of debt.
• Ability to work independently in a fast-paced, multi-tasking environment while meeting critical deadlines.
• Proven ability to resolve complex issues and complete assignments with minimal supervision.
• Strong written and verbal communication skills with a focus on delivering exceptional customer service.
• Excellent organizational skills with strong attention to detail and accuracy.

Required Skills

• Strong attention to detail and commitment to accuracy.
• Excellent computer skills, including proficiency with Microsoft Office applications;
  SharePoint experience preferred.
• Ability to work effectively both independently and collaboratively within a team…