Commercial Documentation Specialist

Rockland Trust is a fullservice 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 decisionmaking, 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 longstanding 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 valuesdriven culture that encourages professional growth, innovation, and worklife balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, longterm careers.

We are seeking an experienced Commercial Documentation Specialist to join the Documentation team in Brockton.

Commercial Credit Operations functions include:

• 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.

Commercial Documentation Specialists Responsibilities Include:

• 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.

Required Skills & Experience:

• 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.
• Experience with letters of credit and complex LITHC / C&I transactions highly preferred

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, wellbeing. Benefits include: competitive compensation with performancebased 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 awardwinning 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, internal equity, and, for revenue-generating roles, the achievement of individual and/or team production goals. The salary range posted reflects the company's good faith estimate of the range or 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.