California Bank and Trust, a leader amongst banks in California, with over $10 billion in assets and nearly 100 branch offices in the state, is looking for a Loan Disbursement Specialist to join our Construction Disbursements team in our Irvine office.
We are looking for a dynamic professional who strives to provide excellent customer service. If you have experience working with real estate loans, construction budgets, escrows or commercial mortgages, we want to talk to you!
This is what your day will look like:
Review, analyze and process customer loan draws for commercial construction projects, evaluate property inspection reports, invoices, lien waivers, and construction budgets to assure they support the amount of funding requested.
Collaborate with Commercial Relationship management and Loan Closing teams to set up loan budgets that comply with the loan approval.
Work directly with the bank customer to resolve budget, documentation or payout concerns.
Engage with Credit and Loan Administration groups to follow internal disciplines for responsible portfolio management for your assigned portfolio.
2 years experience with commercial real estate loan servicing processes, management of construction loans or other directly related experience.
Requires High School Degree or equivalent. Advanced coursework in accounting, finance, business or similar discipline preferred.
A combination of education and experience may meet job requirements.
Good knowledge of loan management processes, financial institution standards and loan documentation.
Must be accurate, detail oriented and able to multi-task.
Must have good problem solving, writing and customer service skills.
Good time management and able to work with deadlines.
Good communication and relationship building skills. Leadership experience is a bonus.
Solid technical and math skills, especially Excel. Must be comfortable reading and understanding budgets.
Competitive compensation commensurate with work experience.
Health Insurance Life Insurance and 401(k) plan - generous company matching.
Paid training, paid vacation, paid holidays and promotional opportunities offered from within.
Stable employer, a division of Zions Bancorporation and is included in the S&P 500 & NASDAQ Financial 100 indices.
California Bank & Trust