Job Description

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.

Your Impact

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.

What You'll Do

• 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 and Resolve Documentation Issues

• 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.

Support Loan Processing Activities

• 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.

Support Operational Excellence

• 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.

Be a Great Teammate

• 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.

What You'll Need

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

Why Atlantic Union Bank?

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 local bank that cares.

Our Teammates are the heart of that promise. That's why we invest in them with competitive pay and benefits, ongoing learning and development, and opportunities to build meaningful, long-term careers while making a difference in the communities they serve.

Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc.

Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.