Talent.com
Beacon Bank
Documentation & Loan Specialist IIBeacon Bank • Hartford, CT, United States
No longer accepting applications
Documentation & Loan Specialist II

Documentation & Loan Specialist II

Beacon Bank • Hartford, CT, United States
30+ days ago
Salary
$21.55 hourly
Job type
  • Full-time
Job description

Job Posting

Division: Commercial

Department: Loan Documentation & Servicing

Reports to: FVP, Commercial Loan Documentation Manager

Status: Non-Exempt

Grade: 8

Salary Range: $21.55 - $36.63

Salary range updated 2/26/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location: Springfield, MA or Hartford, CT

Purpose/Objective

The Documentation and Loan Specialist (DLS) II is responsible for the review of commercial loans ensuring that all document and perfection requirements have been met and that the bank's position and security interest has been satisfied following Bank policy and procedures. The DLS II is responsible for reviewing a wide variety of loan and line products from simple to complex transactions and perfecting collateral documents. Under minimal supervision and using well-established guidelines, the DLS II will process all new relationship setups on the various systems, along with modifications and renewals of the relationships. The DLS II will be responsible for meeting completeness, turnaround time and accuracy requirements dictated by established Operating Procedures.

Key Accountabilities

  • Reviews loan approval to ensure compliance with bank policy and to ensure all risks are mitigated. Performs various searches prior to closing to ensure Bank's collateral position and validity of borrower name. Ensures US Patriot Act, Regulation B and Flood pre-closing requirements are met. 35%
  • Reviews attorney prepared loan documents to ensure they conform with loan approval and commitment letter. Coordinates any necessary changes prior to closing. Primary liaison with bank counsel and Commercial Relationship Manager. 35%
  • Assists in loan closings, supports funding and management of fees prior to and at closing. Reviews loan documents following the loan closing for completeness and identifies any loan exceptions. Books loan in FIS system. Images loan documents in IS View and sends to safekeeping. Enters loan exceptions, loan policy exceptions, financial covenants and financial statement requirements in Baker Hill for tracking. Assists Supervisor with ongoing support of the DLS team. 20%
  • Provides follow-up reporting of loan exceptions, reconciliation of Accounts Receivable for pre-closing expenses, and completion of compliance tests in Archer system. 10%
  • Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.

Education

  • Bachelor's Degree preferred or equivalent experience required

Experience

  • 2+ years' commercial loan documentation experience preferred

Skills & Knowledge

  • Proficient with Microsoft Office, Word, and Excel and the Internet
  • Strong verbal/written communication skills
  • Ability to multitask
  • Strong organizational skills
  • Attention to Detail

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.

Create a job alert for this search

Documentation & Loan Specialist II • Hartford, CT, United States

Similar jobs

Medical Billing and Coding - Entry Level Training Program

Dreambound Inc.Wallingford, Connecticut, United States
Full-time

Note : This is an educational program, not a job.Successful completion of the program does not guarantee employment but will equip you with valuable skills for the healthcare job market.Looking to ... Show more

 • Promoted

Payment Solutions Specialist

American Eagle FCUEast Hartford, CT, United States
Full-time

Payment Solutions SpecialistHelp members find their way forward.As a Payment Solutions Specialist, you will work directly with members to resolve delinquent accounts by creating practical payment s... Show more

 • Promoted

Principal Specialist, Government Finance (Onsite)

Raytheon TechnologiesEast Hartford, CT, United States
Full-time

Date Posted:2026-02-11Country:United States of AmericaLocation:US-CT-EAST HARTFORD-ETC 400 Main St BLDG ETCPosition Role Type:OnsiteU.Person, or Immigration Status Requirements:U.Security Clearance... Show more

 • Promoted

Loan Officer

Caliver Beach MortgageFarmington, CT, United States
Full-time

Become Your Own Boss At Caliver Beach Mortgage.Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in... Show more

 • Promoted

Claims Service Specialist III - Springfield and Bridgewater Offices

Arbella Insurance GroupChicopee, MA, United States
Full-time

Under limited supervision, investigate and resolve first and third party material damage, PIP, BI, and Third party Property claims which may involve coverage, liability, damage and legal issues.Eff... Show more

 • Promoted

Collections Specialist

DamcoHartford, CT, United States
Full-time

Payments & Collections Analyst (Merger Integration Project).We are seeking a consultant with hands-on experience in collections operations to support a major merger integration initiative for our c... Show more

 • Promoted

Mortgage Loan Officer

Self-Help Federal Credit UnionManchester, CT, United States
Full-time

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers to building wealth.At the core of what Self-Help does is a drive to create ... Show more

 • Promoted

Senior Product Lead

ESCO MaritimeWallingford, CT, United States
Full-time

ESCO Maritime Solutions is a world leader in Signature Management and Power Conversion solutions for the US and UK naval defense market.Our solutions enable critical mission system capabilities and... Show more

 • Promoted

Senior Compensation and Classification Analyst

Wesleyan UniversityMiddletown, CT, United States
Full-time

Senior Compensation And Classification Analyst.Wesleyan University is a highly selective, independent liberal arts institution recognized for its commitment to innovative teaching, interdisciplinar... Show more

 • Promoted

Loan Servicing Compliance Specialist (Quality Control)

Windsor Federal BankWindsor, CT, United States
Full-time

POSITION Summary:Responsible for quality control review activities for the Bank's loan portfolio.The Loan Servicing Quality Control Specialist will assist in creating and maintaining QC requirement... Show more

 • Promoted

Mortgage Loan Officer - 180 BPS - 104 Investors - Remote - W-2 or 1099

Tag Team Nation, LLCAvon, CT, United States
Remote
Full-time

Mortgage Loan Officer - Remote - W-2 or 1099.TAG Lending Group, LLC Remote Nationwide Preferred Production: $1M+ Monthly We Don't Just Originate.If you're an experienced Mortgage Loan Officer looki... Show more

 • Promoted

Contracting Specialist

US Department of WarChicopee, MA, United States
Full-time

Duties and responsibilities vary and may increase according to grade level****.Review requisition package for adequacy, consistency, and compliance with administrative, regulatory, and procedural r... Show more

 • Promoted

Senior Underwriting Specialist

Guardian LifeHartford, CT, United States
Full-time

Are you ready to take on the role of a subject matter expert in complex life underwriting decisions while leading the charge in innovative technologies? As a Senior Underwriting Specialist, you wil... Show more

 • Promoted

Business Banking Relationship Manager II

Citizens Financial GroupBranford, CT, United States
Full-time

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.In this role, you'll acquire an... Show more

 • Promoted

Claims Specialist II - Rideshare Commercial Auto - Attorney Represented Bodily Injury Claims

Liberty Mutual Insurance GroupWeatogue, CT, United States
Full-time

At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth.This approach optimizes both remote and in-person interactions, enabling you to connect and... Show more

 • Promoted

International Order Management Specialist

360 Recruiting GroupClinton, CT, United States
Full-time

International Order Management Specialist.We are seeking an International Order Management Specialist to become the primary point of contact for our global distributor network.This position plays a... Show more

 • Promoted

AVP, Financial Reporting

Lincoln FinancialHartford, CT, United States
Full-time

The AVP Financial Reporting role within the Fund Administration and Operations Team (FAO) provides leadership, direction and functional expertise to ensure departmental results for Lincoln's Regist... Show more

 • Promoted

Government Programs Finance Specialist

SercoHartford, CT, United States
Full-time

Make an Impact Where It Matters MostJoin a dynamic team where your financial expertise directly supports programs that protect and advance our nation's priorities.As a Government Programs Finance S... Show more

 • Promoted

Collection Specialist / Enfield,CT 3 + Months Contract

Suncap TechnologyEnfield, CT, United States
Temporary

Job TitleThis position is responsible for supporting the credit activities of Sherwin-Williams paint store customers.This involves collecting delinquent receivables for commercial accounts and proc... Show more

 • Promoted

Clinton, CT - Field Inspector - Insurance Loss Control

H & S Loss Control InspectionsClinton, CT, United States
Full-time

Qualified Field Inspectors for Insurance Loss Control.Qualified Field Inspectors for Insurance Loss Control are needed in your area! Immediate placement available.Pay: We pay a competitive standard... Show more