Wholesale Loan Documentation & Processing Specialist III

Atlantic Union Bank

. Prepare, review, and maintain wholesale loan documentation according to approved loan terms, regulatory requirements, and company policies .

Posted 10/27/2026full-timeUnited StatesMid-LevelSenior💰 $54,000 - $91,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in preparing, reviewing, and maintaining wholesale loan documentation while ensuring compliance with regulatory requirements and company policies. Proven ability to analyze discrepancies, support process improvements, and train less experienced teammates.

Highest-signal resume keywords

Wholesale Loan DocumentationRegulatory RequirementsQuality ControlProcess ImprovementTraining and Onboarding

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan Documentation PreparationDocumentation ReviewRegulatory ComplianceTransaction ProcessingRecord Maintenance

Soft Skills

Analytical Problem SolvingCollaborationResourcefulnessCommunication

Industry Keywords

Operational ProceduresService Level ExpectationsDocumentation AccuracyDiscrepancy IdentificationLoan Lifecycle Management

About the role

Key responsibilities & impact

Prepare, review, and maintain wholesale loan documentation according to approved loan terms, regulatory requirements, and company policies
Verify borrower, organizational, collateral, and supporting documentation
Ensure disclosures, regulatory documents, and supporting information are properly included, filed, and maintained
Review loan documentation packages, identify discrepancies, and coordinate corrections with internal partners
Process loan-related transactions and documentation updates in applicable systems
Maintain accurate records throughout the loan lifecycle
Support quality control by reviewing documentation for accuracy and completeness
Follow operational procedures and regulatory requirements
Analyze non-routine situations and recommend solutions
Participate in process improvement efforts
Meet service level, quality, and productivity expectations
Serve as a resource for less experienced teammates
Assist with training and onboarding activities
Collaborate across teams to support operational outcomes

Requirements

What you’ll need

Typically 5+ years of relevant experience
Vocational or technical training may be required
Experience reviewing, preparing, or maintaining wholesale loan documentation preferred
Knowledge of regulatory requirements and company policies applicable to wholesale loan documentation and processing
Ability to review borrower, organizational, collateral, and supporting documentation for completeness, accuracy, and compliance
Ability to identify discrepancies and coordinate corrections
Ability to analyze non-routine situations and recommend appropriate solutions
Ability to support process improvement, quality control, and operational procedures
Ability to serve as a resource for less experienced teammates and assist with training and onboarding
Must meet established service level, quality, and productivity expectations

Benefits

Comp & perks

Competitive pay and benefits
Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability coverage
Paid time off
Retirement savings through a 401(k) plan
Wellness resources
Ongoing learning and development
Opportunities to build meaningful, long-term careers
Certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria