Commercial Loan Documentation and Processing Senior Specialist (Hybrid)

The Commercial Loan Documentation and Processing Senior Specialist is responsible for preparing, reviewing, and maintaining documentation required to support accurate, compliant, and timely loan origination and servicing activities. This role ensures loan documentation is completed in accordance with Bank policies and regulatory requirements by drafting and validating loan documents, verifying collateral and supporting information, ensuring required disclosures and regulatory elements are included, and coordinating with internal partners to resolve documentation discrepancies.

Position Accountabilities

• Supports loan documentation and processing activities to ensure accurate, compliant, and timely loan origination and servicing.
• Prepares, reviews, and maintains loan documentation in accordance with approved loan structures, Bank policies, and applicable regulatory requirements.
• Reviews and validates loan, collateral, and supporting documentation to ensure completeness, accuracy, and compliance.
• Partners with lending teams, operations, and other internal stakeholders to resolve documentation issues and facilitate efficient loan processing.
• Ensures required disclosures and regulatory documentation are completed and maintained appropriately.
• Performs loan servicing and transaction processing activities in support of operational requirements.
• Serves as a subject matter resource for loan documentation and processing activities and provides guidance to team members as needed.
• Assists with training, workflow coordination, and daily operational support within the department.
• Participates in departmental initiatives, process improvement efforts, and special projects.
• Maintains effective relationships with internal and external partners while delivering a high level of customer services
• Other duties as assigned.

Organizational Relationship

• Position reports to the Manager, Wholesale Loan Documentation and Processing.

Position Qualifications

Education & Experience

• High School diploma or equivalent required
• Typically requires 7+ years of relevant experience or
• May require Vocational or technical training

Knowledge & Skills

• Advanced knowledge of loan documentation and processing procedures.
• Knowledge of commercial lending practices, loan servicing activities, and banking operations.
• Understanding of applicable federal and state banking regulations and compliance requirements.
• Ability to interpret and review loan approvals, legal documents, and supporting documentation.
• Strong analytical and problem-solving skills with the ability to resolve non-routine documentation issues.
• Excellent attention to detail and commitment to accuracy.
• Ability to prioritize workload, manage multiple tasks, and meet deadlines in a fast-paced environment.
• Strong verbal and written communication skills.
• Strong interpersonal skills and ability to collaborate effectively with internal and external stakeholders.
• Ability to work independently with limited supervision and exercise sound judgment.
• Ability to train, mentor, and provide guidance to less experienced team members.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.