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.
California Bank & Trust