Senior Loan Specialist (Closer), for either Los Angeles or Irvine, CA # 041424
California Bank & Trust a division of ZB N.A. is currently seeking a loan documentation professional for the role of Senior Middle Office Loan Specialist, for either Los Angeles or Irvine, CA.
The successful incumbent will perform the following essential job functions:
Work directly with lending teams to collect, review and distribute approved loan due diligence items necessary for loan documentation preparation.
Ensure appropriate fees and expenses are recorded accurately.
Notify lending team of missing/incorrect items requiring action.
Work directly with loan operations or outside counsel to ensure loan documents are prepared in accordance with credit approval, loan documentation standards and regulatory requirements.
Review executed loan packages for accuracy and to ensure compliance with regulatory and policy requirements.
Ensure appropriate approval and/or waivers and exceptions are obtained.
Submit the final loan package to loan operations for funding and boarding.
Other duties as assigned.