Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Commercial Loan Booking & Funding Specialist I

Rockland Trust

The Commercial Loan Booking & Funding Specialist is responsible for accurately setting up, booking, and funding new Business Banking and Commercial loan and line accounts within the Horizon system. This role requires working knowledge of commercial loan products and familiarity with the FIS Horizon or IBS loan platforms, including loan, collateral, and relationship management modules. The specialist ensures all loans are funded and boarded in compliance with Bank policies, procedures, and applicable state and federal regulations. Success in this position relies on strong accuracy, attention to detail, and the ability to build effective working relationships while delivering excellent customer service.Position Responsibilities include but are not limited to:Book new loans to the Horizon system. Post loan disbursements and advance transactions online in Horizon/IBS. Maintain strong rapport with lending, loan closing and post-closing teams to ensure the accurate and timely booking of new loans from the nCino system to Horizon/IBS.Revise written booking and funding procedures as necessary.Complete data entry and process appropriate GL transactions with corresponding offsets in a timely and accurate manner.Perform other duties as assigned. Provide superior customer service to the Bank's internal and external customers.Keep informed of compliance regulations including changes and updates as it applies to products and systems.Updates knowledge and develops professionally on a continual basis through various training resources.Correct and perform maintenance on any errors identified.Position QualificationsComprehensive knowledge of the FIS Horizon and/or IBS Loan Systems or similar servicing application desired.Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.Ability to work independently in a multi-tasking environment while meeting critical deadlines.Proven ability to solve issues and complete assigned tasks with minimal supervision.Strong interpersonal communication with a focus on providing excellent customer service.Excellent organizational skills; detail-oriented, accurate and self-motivated.Required Skills:Strong attention to detail.Experience with Business Banking and Commercial loan documentation preferred.Good computer skills, experience with FIS Horizon and/or IBS Loan System, nCino, MS Office and SharePoint preferred.Ability to work successfully both independently and as part of a team in a multi-tasking environment while meeting critical deadlines.Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Colleagues who work 20 hours or more per week are eligible to participate in our health insurance program. Other benefits include: Competitive compensation with performance incentive awards, Dental Insurance, a 401K and DC Plan for your retirement, Life Insurance, Vacation Time, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance 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.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Posting Date: 2026-07-23

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Commercial Loan Booking & Funding Specialist I in Massachusetts vacancy
  • $88k - $145k

     ...candidates.The Senior Production Underwriting Specialist supports Commercial Underwriting leaders in achieving...  ...of underwriting performance from a book perspective as well as from Operations...  ...employees). In addition, our student loan repayment program and paid-family leave... 
    Commercial
    Full time
    Work at office
    Local area
    Relocation
    Relocation package
    Flexible hours

    American Family Insurance

    Boston, MA
    2 days ago
  •  ...The Closing Specialist performs a variety of duties to ensure accurate...  ...documentation on closed loan files. This position will be...  ...documents, final figures, and funding for loans. ABOUT LOWELL FIVE...  ...residential mortgage files and commercial loan closing packages to ensure... 
    Commercial
    Work at office

    Lowell Five

    Lowell, MA
    1 day ago
  •  ...Senior Commercial Lending Administrator At Jeanne D’Arc Credit Union, we don’t just offer jobs...  ...Prepare complete document/loan information packages and coordinate loan...  ...Ensure all loan closings, disbursement of funds processed and loan boardings are completed... 
    Commercial
    Work at office

    Jeanne D'Arc

    Lowell, MA
    1 day ago
  • $140k - $172k

     ...the roleThe Senior Regional Production Specialist must be able to illustrate the highest levels...  ...independently to manage a profitable book of new and renewal business. The Head of...  ...need to succeed7+ years' experience in Commercial Property E&S underwriting.Ability to underwrite... 
    Commercial
    Full time
    Work at office
    Flexible hours

    American International Group (AIG)

    Boston, MA
    2 days ago
  • Join JPMorganChase as a Fund Servicing Associate II and be at the forefront of enhancing our operational services in fund accounting...  ...in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.... 
    Commercial

    JP Morgan Chase

    Boston, MA
    2 days ago
  • Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity...  ...in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.... 
    Commercial

    JP Morgan Chase

    Boston, MA
    2 days ago
  • $96k - $129k

    ​Underwriting Specialist, Accident and Health Join us as an Underwriting Specialist to make...  ...requirements and guidelines for assigned book of business.Maintain underwriting...  ...Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are... 
    Commercial
    Full time
    Work at office

    American International Group (AIG)

    Boston, MA
    13 hours ago
  •  ...a wide variety of tasks related to loan servicing as related to commercial loans according to established policies...  ...from tracking reports Performs booking of new and modified loans in the...  ...the Senior Commercial Loan Servicing Specialist for: SWAP processes Requests... 
    Commercial
    Work experience placement
    Work at office

    Beacon Bank

    Boston, MA
    1 day ago
  •  ...National Guard as a Carpentry and Masonry Specialist. You'll gain extensive, hands-on...  ...experience to enjoy a civilian career in commercial and residential construction as a mason,...  ...coverage) 401(k)-type savings plan Student Loan Repayment Program (up to $50,000, for existing... 
    Commercial
    Part time
    Shift work
    Weekend work

    National Guard OMD

    Buzzards Bay, MA
    2 days ago
  •  ...customers. Position Position: Better Banking Specialist Department Department: Retail Banking...  ...all potential customers both retail and commercial. Resolves customer problems as they...  ...accept applications and closes consumer loans. Assists customers with their Safe Deposit... 
    Commercial
    Full time

    Westfield Bank

    Westfield, MA
    2 days ago
  • $27.44 - $38.74 per hour

     ...Description POSITION: Commercial Loan Servicing Specialist Position Summary: At Cambridge Savings Bank, our purpose is to have a positive...  ...management of the Bank's participation portfolio, including funding, tracking of payments received, sending remittances, and... 
    Commercial
    Full time
    For contractors
    Bank staff
    Work at office
    Flexible hours

    Cambridge Financial

    Waltham, MA
    1 day ago
  •  ...#LifeAtBNY is all about. Join us and be part of something extraordinary.We’re seeking a future team member for the role of Senior Specialist Fund Reporting - IC3 to join our team. This role is located in Boston, Ma. This position requires 4 days in office.In this role, you... 
    Work experience placement
    Work at office
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Boston, MA
    2 days ago
  •  ...of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.We’re seeking a Specialist for the role of Fund Reporting to join our Fund Services team. This role is located in Boston, Ma and requires you to be in office 4 days per... 
    Work experience placement
    Work at office
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Boston, MA
    2 days ago
  • $60k - $75k

     ...established policies and procedures; analyze loan packages received to determine best...  ...are reporting weekly via audit reports to Commercial Operations. Responsible for critical function...  ...of payoff quotes; processing of payoff funds; preparation of discharges.... 
    Commercial
    Summer work
    Work at office
    Flexible hours

    SFB

    Salem, MA
    2 days ago
  • We’re seeking a future team member for the role of Senior Specialist to join our Fund/Client Accounting team. This role is located in Boston, MA. In-office requirement is four days.In this role, you’ll make an impact in the following ways:Conducts accounting services on... 
    Work experience placement
    Work at office
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Boston, MA
    1 day ago
  • $175k

     ...A boutique talent acquisition firm is seeking a Hybrid Remote Commercial Loan Workout Officer in the Boston area, offering a generous salary of up to $175K. The role involves managing customer relationships and requires 3-5 years of experience in commercial lending. Applicants... 
    Commercial
    Remote work

    The Symicor Group

    Boston, MA
    4 days ago
  • Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial...  ..., long-term careers. We are looking to hire an E Banking Specialist I to support the daily operations and ongoing success of Rockland... 
    Commercial
    Full time
    Local area

    Rockland Trust

    Plymouth, MA
    10 hours ago
  • $85k - $105k

     ...Consultant | Finance, Accounting, Operations A top investment management firm in Boston ($60 bil AUM) is looking to hire a new Fund Administration Specialist to their Fund Reporting team. Overview A top investment management firm in Boston ($60 bil AUM) is looking to hire a... 
    Full time

    Selby Jennings

    Boston, MA
    1 day ago
  • $85k - $100k

     ...GMO. Position Overview We are seeking an individual to join the Fund Administration team at GMO. The candidate should have at least...  ...model with the current expectation that the Fund Administration Specialist will be in the office a minimum of 2 days per week (with those... 
    Work at office
    Local area
    Remote work
    Worldwide
    Flexible hours
    2 days per week

    GMO

    Boston, MA
    3 days ago
  •  ...success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers,...  ...statement disclosures, and review annual book-to-tax adjustment analysis by examining...  ...of three years of experience of mutual fund taxBS/BA degree in accounting/finance or... 
    Local area

    KPMG

    Boston, MA
    2 days ago
  •  ...an Associate in J.P. Morgan Alternative Fund Services, you will be part of a dynamic...  ...assets globally. You will maintain the books and records of Hedge/Hybrid and Private...  ...was launched in November 2005 through the commercialization of the finance and technology teams supporting... 
    Commercial
    Work at office

    JP Morgan Chase

    Boston, MA
    2 days ago
  •  ...A leading travel services company is seeking an Online Cruise Booking Agent to assist clients in selecting cruise itineraries and handling reservations. The ideal candidate should possess strong communication and customer service skills, with a passion for cruises and... 
    Remote work
    Flexible hours

    HB Travels

    Beverly, MA
    4 days ago
  • $260k

     ...Description Structured Credit & Collateralized Loan Obligations (CLO) Associate Attorney...  ...equity investors, investment banks, and commercial banks in sophisticated CLO and structured...  ...collateralized loan obligations (CLOs), fund finance, NAV-based facilities, or subscription... 
    Commercial

    Direct Counsel

    Boston, MA
    26 days ago
  •  ...Respond to internal and external customer inquiries, resolve commercial customer problems and/or assist in resolving commercial inquiries...  ...procedures. Prepare commitment letters in accordance with loan approval terms and conditions. Coordinate the Commercial Loan... 
    Commercial

    HomeTown_Bank

    Randolph, MA
    1 day ago
  •  ...a wide variety of secured and unsecured loans or lines of credit, most of which involve...  ...involve significant amounts of unsecured funds and/or credit secured by mortgages or other...  ...customers. Studies industrial, commercial, and financial situations relating to new... 
    Commercial
    Work at office

    Rockland Trust

    Peabody, MA
    1 day ago
  • Qualifications: LabWare LIMS Configuration. Configure raw materials, commercial products including stability, and laboratory equipment in LabWare LIMS using standardized, compliant design patterns. Ensure LabWare configuration aligns with, Approved test methodologies;... 
    Commercial

    Katalyst Healthcares & Life Sciences

    Cambridge, MA
    4 days ago
  •  ...and retention of an assigned book of business.Underwrite and skillfully...  ...experience with experience in commercial lines.Knowledge of commercial...  ...maximum. If you have student loan debt, you can enroll in the...  ...a Pension Plan that is 100% funded by Travelers.Paid Time Off: Start... 
    Commercial
    Full time
    Local area

    The Travelers Indemnity Company

    Boston, MA
    13 hours ago
  • ResponsibilitiesHazTek is hiring an experienced Safety Specialist in Devens, MA to support our growing commercial construction projects. If you’re passionate about making an impact, driving compliance, and building a culture where every worker goes home safe, we want you... 
    Commercial
    Daily paid
    Full time
    Relocation

    Haztek

    Devens, MA
    1 day ago
  • Job Description: LabWare LIMS Configuration Specialist to support the LabWare 8 upgrade for a US based GMP laboratory site. This role will...  ...dedicated workstream focused on implementing raw material and commercial product workflows, completing master data configuration, and... 
    Commercial

    Katalyst Healthcares & Life Sciences

    Boston, MA
    2 days ago
  • $100k - $160k

     ...corporations and individuals worldwide.The Bank Loan Strategies Team is a pioneer in the...  ...process.The Fixed Income Product Specialist will join the Leveraged Loan team to support...  ...Manager and investment team across the team’s funds, separately managed accounts, and pooled... 
    Temporary work
    Worldwide

    Morgan Stanley

    Boston, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Commercial Loan Booking & Funding Specialist I. Be the first to apply!