Specialist II-Wholesale Loan Documentation & Processing

The Wholesale Loan Documentation and Processing Specialist II is responsible for supporting commercial loan documentation and processing activities to ensure accurate, compliant, and timely loan origination and servicing. This role prepares, reviews, and maintains commercial loan-related documentation, processes customer payments, supports account servicing activities, and works with internal partners to resolve documentation discrepancies while adhering to regulatory requirements, company policies, and established procedures.

Position Accountabilities

• Prepare, review, and maintain commercial loan documentation to support accurate, compliant, and timely loan origination and servicing activities.
• Verify documentation, collateral information, disclosures, and other required supporting materials to ensure completeness and regulatory compliance.
• Review and analyze due diligence to ensure the loan is properly authorized, and the lien is properly perfected
• Respond to customer and internal partner inquiries, providing information and support in accordance with established service standards.
• Maintain accurate records and documentation in accordance with regulatory requirements, company policies, and established procedures.
• Complete assigned work accurately and within established deadlines while adhering to quality and productivity standards.
• Identify routine issues and take appropriate action to resolve or escalate in accordance with departmental procedures.
• Communicate information requiring explanation or interpretation to teammates, and business partners.
• Support departmental initiatives and aid across the team as needed.
• Maintain confidentiality and exercise sound judgment when handling sensitive customer and business information.
• Adhere to all applicable laws, regulations, policies, and procedures governing bank operations.
• Perform all other duties as assigned.

Organizational Relationship

This position reports to the Manager, Loan Documentation and Processing.

Position Qualifications

Education & Experience

• High School Diploma or equivalent required.
• Vocational or technical training may be required.
• Typically requires 2+ years of relevant experience.

Knowledge & Skills

• Working knowledge of loan documentation, processing, servicing activities, and related documentation requirements.
• Ability to follow established procedures, exercise judgment in resolving routine issues, and work effectively under moderate supervision.
• Strong attention to detail employed along with critical thinking skills to identify discrepancies or problems in the loan documentation.
• Effective organizational, time management, and prioritization skills, with the ability to manage multiple responsibilities and meet deadlines.
• Strong verbal and written communication skills with the ability to provide information, explanation, and support to teammates, and business partners.
• Demonstrated customer service skills and the ability to work both independently and collaboratively in a team environment.
• Working knowledge of applicable regulations, policies, procedures, and operational controls related to assigned responsibilities.

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.