Commercial Fulfillment Documentation Specialist
Role Overview
This is a full-time career opportunity that can be remote within the Fulton Bank footprint as follows: DC, DE, MD, NJ, PA, VA .
The role will act as the primary customer resource after credit approval to facilitate the loan through settlement ensuring all closing conditions are satisfied.
Performs due diligence review and internal resource coordination between all required parties.
Works to settle new and modified commercial loans and complete due diligence in a timely manner.
Prepares and delivers all required loan documentation.
Ensures loans are settled according to credit approval and Bank policy, verifying adherence to state and federal lending regulations to reduce the risk of financial loss to the Bank.
The role will understand client needs and engage professionally and proactively with client, attorneys, and all third parties to ensure an efficient and effective fulfillment process, understanding various risks associated with the closing and documentation of commercial loans and working to mitigate identified risks.
Key Skills for This Role
Full Job Posting
Education
High School Diploma or equivalent. Specialty: general studies. (Required)
Associate Degree or the equivalent experience. Specialty: business, finance, administration. (Preferred)
Experience
3 or more years knowledge of commercial lending functions, which could include commercial and industrial loans, agricultural loans, small business administration loans, or commercial real estate loans with an emphasis on lending documentation, and collateral standards. (Required)
4 or more years customer service. (Preferred)
Knowledge, Skills, and Abilities
- Understanding of when and how changes to a loan need credit approval along with clear knowledge of various entity types and structures (Required)
- Ability to multi-task, problem solve and efficiently manage time (Required)
- Motivated team player with strong verbal and written communication skills (Required)
- Reputation for responsiveness and customer focused mindset (Required)
- Experience with review and understanding of corporate legal documents to include Formation Documents and Entity Agreement Documents (Required)
- Experience with commercial loan documentation and knowledge of basic due diligence materials for loan transactions (Preferred)
- Prior experience with Microsoft Word, Outlook, Laserpro and nCino programs (Preferred)
- This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
- To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
- The hourly rate for this position is $24.81 - $41.35.
- Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank .
- As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Requirements
- Understanding of when and how changes to a loan need credit approval along with clear knowledge of various entity types and structures (Required)
- Ability to multi-task, problem solve and efficiently manage time (Required)
- Motivated team player with strong verbal and written communication skills (Required)
- Reputation for responsiveness and customer focused mindset (Required)
- Experience with review and understanding of corporate legal documents to include Formation Documents and Entity Agreement Documents (Required)
- Experience with commercial loan documentation and knowledge of basic due diligence materials for loan transactions (Preferred)
- Prior experience with Microsoft Word, Outlook, Laserpro and nCino programs (Preferred)
- This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
- To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
- The hourly rate for this position is $24.81 - $41.35.
- Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank .
- As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
About Fulton Bank
Regional financial services holding company based in Pennsylvania.
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