- Review and validate loan documentation and ensure commercial loan closing packages are complete, accurate, and compliant with company policies and regulatory requirements.
- Use checklists to verify data fields based on loan type; identify and classify errors (critical vs. non-critical) impacting accuracy or internal consistency.
- Document and resolve discrepancies by recording errors and routing to booking team for correction; report missing or inconsistent documentation for timely resolution.
- Partner with Quality Control and Booking teams to address issues and maintain alignment with procedures and standards.
- Update loan logs and reports accurately; transfer completed packages to Imaging for archival per established workflows.
- Adhere to SLAs, KPIs, and all bank policies; assist with audits and quality control reviews.
- Strong knowledge of commercial lending and loan servicing.
- Strong attention to detail with a focus on identifying discrepancies, ensuring data integrity, and maintaining compliance with internal policies.
- Knowledge of bank regulatory requirements.
- Proficient PC skills including Microsoft Word and Excel.
- Effective communication and organizational skills.
- Ability to prioritize daily work assignments while working in a demanding environment is required.
- Ability to meet deadlines defined by Bank and regulators.
- High School diploma or GED equivalent with a minimum of 3 years of experience in a financial institution specializing in commercial loan operations and documentation and/or loan closing experience.
Preferred Experience:
- Completion of college level courses in business administration and/or associate's degree.
Skills Required
- Strong knowledge of commercial lending and loan servicing
- Strong attention to detail and ability to identify discrepancies and ensure data integrity
- Knowledge of bank regulatory requirements
- Proficient PC skills including Microsoft Word and Excel
- Effective communication and organizational skills
- Ability to prioritize daily work assignments and meet deadlines in a demanding environment
- High School diploma or GED equivalent with a minimum of 3 years of experience in commercial loan operations, documentation, and/or loan closing
- Completion of college level courses in business administration and/or associate's degree
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
Valley Bank Insights
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
