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.

The Business Banking Lending Specialist serves as a resource to the Business Banking Sales Group. The role is responsible for assisting Business Banking Officers with general administrative duties, loan-related activities and special assignments; orders loan documents; gathers credit information on current and potential borrowers; conducts account research; processes loan payments or advances; assists Business Banking Officers in ensuring loan requests are complete; ensures that Business Bankers Salesforce Pipelines are up to date; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The Business Banking Sales Specialist must communicate and provide information by relevant methods internally and externally to assist and enable organizational operations.

Responsibilities & Core Functions

• Act as a liaison between the Business Banking Officers, the Business Banking and CBUD Underwriting groups, attorneys, customers & other areas within the Bank
• Prepare documents for new deposits accounts and loan origination, renewals and closings, such as commitment letters, other required documents as needed
• Order and track documents required to complete loan file including ordering floods; appraisals and ESA’s when applicable
• Assist in coordination of information sent to Business Banking Underwriting and Commercial Credit department for analysis and approval
• Assist customers on a daily basis with various types of banking questions
• Prepare reports and manage various databases as needed
• Complete monthly pipeline report and goals reports
• Manage, organize, and update relevant data using database applications
• Interact with Exception Management to obtain documentation deficiencies
• Organize workflow for the Business Banking Officers with strong utilization of Salesforce and nCino

Requirements

• 3-5 years of small business banking experience and knowledge of various commercial loan documentation highly preferred
• Experience with Ncino & Salesforce highly preferred
• Proficiency with Microsoft Office (the ability to create financial and statistical tools and reports using excel spreadsheets).
• Must be a detailed-oriented individual with strong analytical and communication skills.

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 accommodations to enable individuals with disabilities to perform the essential functions of their roles.