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File Room Administrator -Pacific Western Bank (Carlsbad, CA)

Expired Job

Capitalsource Carlsbad , CA 92008

Posted 4 months ago

This position will be responsible for assembling, maintaining and organizing all loan documentation files in a busy environment. Comply with all applicable policies and procedures. Work in conjunction with Note Department.


  • Maintain a tracking system for all pending documentation

  • Prepare and scan all new loan documentation files

  • Follow up with lending departments to obtain missing documentation

  • File all department documentation and related correspondence in files on a daily basis

  • Prepare closed loan files for shipping

  • Update existing files to conform to new format

  • Complete special projects as assigned

  • Complete training as assigned

  • Perform periodic file audits

  • Order supplies as needed


  • High school diploma or equivalent

  • Minimum of 3 years recent experience in loan servicing or equivalent work experience

  • Knowledge of loan documentation for commercial, real estate, and consumer loans.

  • Strong organizational skills, attention to detail, and the ability to produce a large volume of work in a fast paced environment.

  • Ability to prioritize and execute tasks in high pressure environment

  • Excellent interpersonal, written, and verbal communication skills

  • Strong working knowledge of Word and Excel.

  • The incumbent in the course of performing this position spends time lifting (up to 25 pounds), carrying, pulling, walking, standing, and reaching.


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File Room Administrator -Pacific Western Bank (Carlsbad, CA)

Expired Job