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Loan Specialist - Downtown San Diego, CA

Expired Job

California Bank & Trust San Diego , CA 92140

Posted 3 months ago

Loan Specialist Downtown San Diego, CA #042509

California Bank & Trust, a division of ZB, N.A., is a leader amongst banks in California with over $10 billion in assets and nearly 100 branch offices in the state, and prides itself in creating California's best banking relationships. To do this, we must continue to build a team of intelligent contributors who can add value to our clients' businesses and build deep roots in the communities we serve.

We are currently seeking a qualified Loan Specialist in Downtown San Diego, CA. If you are ready to move your career forward and meet the qualifications below, you might be the person we're looking for!


  • Provides administrative and/or operational support within one or more of the following loan areas: processing, closing, presentations, servicing, documentation, notes, disbursements, etc.

  • Clear all identified loan exceptions.

  • Maintain files, documents, notes, etc.

  • Responsible for verifying completeness of files with all necessary documents and signatures required. Researches and resolves lending inquiries and issues.

  • May prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information.

  • Produce reports as required.

  • Answer questions and follow up with clients.

  • Other duties as assigned.

  • MUST HAVE a High School diploma or equivalent and 8 years of banking or loan processing, documentation or loan assistant experience or other directly related experience. College degree preferred. A combination of education and experience may meet job requirements.

  • MUST HAVE experience in commercial real estate.

  • MUST HAVE excellent written/verbal communication and email etiquette.

  • MUST BE well organized and detail oriented.

  • MUST BE a critical thinker with ability to problem solve.

  • Subject matter expert knowledge of lending processes, loan principles, documentation and loan systems.

  • Working knowledge of banking processes and procedures.

  • Must have excellent organizational and customer service skills.

  • Must possess excellent numeric and verbal aptitudes.

  • Excellent research, audit, and communication skills, both verbal and written.

  • Ability to complete processes and meet deadlines.

  • Advanced working knowledge of computer programs i.e. word processing, spreadsheets, or related software.

  • Ability to train and lead lower level staff.


  • Health / Dental / Vision benefits plan

  • 401 k plan with generous matching contribution

  • Competitive pay commensurate with experience

  • Promotional Opportunities & career growth

  • Stable Employer and a division of ZB, NA. Zions is included in the S&P 500 and NASDAQ Financial 100 indices.

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Loan Specialist - Downtown San Diego, CA

Expired Job

California Bank & Trust