Primary Purpose:

The Loan Documentation Specialist will assist their assigned Commercial Lender(s) and/or Private Banking Officer(s) in the document preparation process and fulfillment of commercial, real estate and business loans. This role will function in a team environment with the Lender(s), Portfolio Manager(s) and Relationship Specialist(s). The Loan Documentation Specialist will serve as a primary point of contact for attorneys, vendors and other Towne Family members associated with loan closings. Under the direction of the Lender and his/her manager, the Loan Documentation Specialist helps to ensure the exquisite service expected by Towne’s members is delivered timely and in the most accurate, effective and efficient manner.

Essential Responsibilities: