Loan Booking & Funding Specialist II

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 Loan Booking & Funding Specialist II to join our Operations team.

In this role, you will be responsible for accurately booking and funding Residential Mortgage, Home Equity, Consumer Loan, and Line of Credit products within the Bank's Horizon system.

The ideal candidate will possess a strong understanding of consumer 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 residential mortgage loan funding transactions in accordance with established procedures.

Update the Attorney Funding SharePoint site and complete general ledger transactions in Horizon to fund attorney IOLTA accounts.


* Review and process Consumer and Home Equity loan files, fund as instructed, and prepare files for boarding to Horizon.


* Board Consumer, Home Equity, and Mortgage loan files into Horizon.


* Serve as backup for the booking and funding of Business Banking loans, as needed.


* Post loan disbursements and advance transactions within Horizon.


* 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 Consumer, Home Equity, and Business Banking loan products.


* Assist in developing and updating pr...