Current jobs related to Loan Documentation Specialist I/II - Santa Rosa - Exchange Bank

  • Loan Processing Specialist

    1 month ago

    Santa Rosa, California, United States Dexian Full time

    Position OverviewJob Title – Loan Documentation Specialist ICompany – DexianEmployment Type – Full Time with BenefitsCompensation – $30 to $35 per hourJob SummaryRole Summary - As a Loan Documentation Specialist, you will leverage your expertise to create and assess loan documentation across various loan categories, ensuring adherence to compliance...

  • Construction Loan Servicing Coordinator

    1 month ago

    Santa Rosa, California, United States Poppy Bank Full time

    Job Type: Full-timeOverview:The Construction Loan Servicing Coordinator is responsible for executing various tasks related to the management of all types of construction loans. This role involves collaboration with the construction servicing team, loan officers, and external construction management firms to ensure that construction projects are completed...

  • Construction Loan Servicing Expert

    1 month ago

    Santa Rosa, California, United States Poppy Bank Full time

    Job OverviewThe Construction Servicing Specialist is responsible for executing a variety of tasks related to the management of construction loans. This role involves close collaboration with construction servicing personnel, loan officers, and external construction management firms to ensure timely and budget-compliant project completions.Key...

  • Construction Loan Servicing Coordinator

    1 month ago

    Santa Rosa, California, United States Poppy Bank Full time

    Job OverviewThe Construction Loan Servicing Coordinator is responsible for executing various tasks associated with the management of diverse loan types, adhering to established protocols and policies. This role involves close collaboration with construction servicing personnel, loan officers, and third-party construction management firms to ensure the timely...

  • Consumer Loan Sales Specialist

    2 months ago

    Santa Rosa, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. I n the Role Deliver results related to individual and...

  • Sales Support Specialist

    3 weeks ago

    Santa Rosa, California, United States First Citizens Bank Full time

    About the RoleWe are seeking a highly skilled Sales Support Specialist to join our team at First Citizens Bank. As a Sales Support Specialist, you will play a critical role in supporting our sales team in the execution of daily sales activities.Key ResponsibilitiesService & Support: Work directly with relationship teams to ensure high levels of customer...

  • Loan Specialist

    2 weeks ago

    Santa Ana, United States RP PRO, LLC Full time

    RP Professional Services, LLC (RP) is a rapidly growing government consulting firm headquartered in Ashburn, Virginia. We‘re an 8(a), Service-Disabled Veteran-Owned Small Business (SDVOSB) that exclusively enables the missions of U.S. Federal agencies through superior mission support and technology integration. Our dedication to our employees and clients...

  • Loan Specialist

    1 month ago

    Santa Ana, United States RP PRO, LLC Full time

    RP Professional Services, LLC (RP) is a rapidly growing government consulting firm headquartered in Ashburn, Virginia. We're an 8(a), Service-Disabled Veteran-Owned Small Business (SDVOSB) that exclusively enables the missions of U.S. Federal agencies through superior mission support and technology integration. Our dedication to our employees and clients is...

  • Construction Loan Servicing Expert

    1 month ago

    Santa Rosa, California, United States Poppy Bank Full time

    Job Type: Full-time Position Overview:The role involves executing various responsibilities related to the servicing of diverse loan types as outlined below. All tasks are carried out in alignment with established guidelines and policies. The specialist collaborates closely with construction servicing personnel, loan staff, loan servicing teams, and...

  • Construction Loan Servicing Coordinator

    1 month ago

    Santa Rosa, California, United States Poppy Bank Full time

    Job Type: Full-timeOverview:The Construction Loan Servicing Coordinator is responsible for executing various functions associated with the servicing of diverse loan types. All tasks are conducted in alignment with established protocols and policies.This role involves close collaboration with construction servicing personnel, loan staff, and third-party...

  • Construction Loan Servicing Coordinator

    4 weeks ago

    Santa Rosa, California, United States Poppy Bank Full time

    Job Type: Full-time Position Overview: This role involves executing a variety of responsibilities specifically associated with the management of all types of construction loans as outlined below. All tasks are carried out in compliance with established protocols and regulations. Collaborates closely with construction servicing personnel, loan officers, loan...

  • Eligibility Specialist I Position

    2 weeks ago

    Santa Rosa, California, United States County of Sonoma Full time

    Job SummaryWe are seeking a highly skilled Eligibility Specialist I to join our team at the County of Sonoma Human Services Department. As an Eligibility Specialist I, you will play a critical role in determining the eligibility of clients for various public assistance programs, including Medi-Cal, CalFresh, and other health insurance programs.Key...

  • Consumer Loan Sales Specialist

    4 months ago

    Santa Rosa, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.     In the Role   Deliver results related to...

  • Loan Specialist

    1 week ago

    Santa Ana, California, United States RP PRO, LLC Full time

    Job Title: Loan SpecialistRP Professional Services, LLC is seeking a highly skilled Loan Specialist to support our federal agency clients. As a Loan Specialist, you will be responsible for performing a variety of tasks related to loan processing, servicing, and liquidation.Key Responsibilities:Review and analyze loan files to determine the characteristic...

  • Loan Specialist

    7 days ago

    Santa Ana, California, United States RP PRO, LLC Full time

    Job Title: Loan SpecialistRP Professional Services, LLC is seeking a highly skilled Loan Specialist to support our federal agency clients. As a Loan Specialist, you will be responsible for performing a variety of tasks related to loan processing, servicing, purchasing, and liquidation.Key Responsibilities:Review and analyze loan files to determine the...

  • Loan Specialist

    3 weeks ago

    Santa Ana, California, United States RP PRO, LLC Full time

    {"title": "Loan Specialist", "description": "Job SummaryRP PRO, LLC is seeking a highly skilled Loan Specialist to support a federal agency. The ideal candidate will possess strong organizational skills and excel in written and verbal communication. You will be detail-oriented and a strong team player with practical knowledge of loan administration and...

  • Document Control Specialist

    1 week ago

    Santa Rosa, California, United States Aerotek Full time

    Job DescriptionAerotek is seeking a skilled Document Control Specialist to join our team. As a key member of our Quality team, you will be responsible for maintaining and managing all quality-related documents, ensuring they are up-to-date and easily accessible.Key Responsibilities:Maintain and manage quality-related documents, ensuring they are accurate and...

  • Technical Document Specialist

    4 weeks ago

    Santa Rosa, United States SMC Corporation Full time

    Located in beautiful Santa Rosa, CA, SMC, Ltd. is a globally recognized premium supplier to the medical market with locations throughout the world. People committed to speed, technology, and exceptional performance are the cornerstone of our organization. Comprised of dedicated people and decades of manufacturing experience, we have continued to experience...

  • Loan Specialist

    3 weeks ago

    Santa Ana, United States Small Business Administration Full time

    As a Loan Specialist, GS-1165-09, you will be responsible for: Reviewing routine and standard consumer and commercial loan documents and determines SBA's rights in the collateral. Inventories collateral to ensure that all pledged property is available or duly accounted for. Obtaining appraisals and liquidating value of the inventoried property. Preparing...

  • Building Loan Servicing Coordinator

    1 month ago

    Santa Rosa, California, United States AppleOne Employment Services Full time

    Key Responsibilities:Oversee and manage preliminary notifications while maintaining an updated disbursement log.Verify and update general contractor details, including liability and workers' compensation insurance, as well as current business licenses.Gather construction documentation for financial assessments.Track the general ledger for inspection and draw...

Loan Documentation Specialist I/II

3 months ago

Santa Rosa, United States Exchange Bank Full time

The Loan Documentation Specialist prepares and reviews loan documentation for all loan types offered by Exchange Bank, ensuring accuracy and compliance of loan documents and collateral perfection.There are two levels of this position.The successful candidate will be offered the level of the position most closely matching their level of knowledge, skills and qualifications.

ESSENTIAL FUNCTIONS

Loan Documentation:

Loan Documentation Specialist I:

  • Prepare consumer, commercial, letters of credit, and commercial real estate loans ensuring accuracy and compliance.
  • Prepare changes to original loan documents, including rate modifications, maturity date extensions, and other changes in terms.
  • Complete all required loan documentation including UCC, flood hazard determination, loan checklist, etc.
  • Knowledge of borrowing entities and documents required for verification.
  • Utilize loan documentation and loan origination software, including LaserPro, Encompass, Abrigo, and FIS or similar.
  • Draft and review 20+ loan documentation packages per month from the pipeline while maintaining a high level of accuracy, consistency, and quality control.
Loan Documentation Specialist II (in addition to the duties listed for Loan Doc Specialist I above):
  • Prepare consumer, commercial, letters of credit, commercial real estate, construction, SBA and other complex loans ensuring accuracy and compliance.
  • Prepare and submit escrow instructions to title companies ensuring proper execution.
  • Prepare changes to original loan documents including rate modifications, change in terms, amendments, assumptions, etc.
  • Prepare documentation for re-amortizing complex payment restructures.
  • Complete all required loan documentation including UCC, flood hazard determination, loan checklist, etc.
  • Verification of borrowing entities and documents required for verification.
  • Draft and review 30+ loan documentation packages per month from the pipeline while maintaining a high level of accuracy, consistency, and quality control.
Quality Control:
  • Analyze loan files for all required due diligence, including legal documentation, to ensure completeness prior to loan document preparation.
  • Coordinate with loan officers, management, third parties and customers to obtain required due diligence.
  • Provide final quality control of loan documentation to ensure accuracy and completeness.
Non-Essential Duties:
  • Special projects, research and other duties as assigned
MINIMUM QUALIFICATIONS

Education/Experience:

Loan Documentation Specialist I: A combination of education and experience equivalent to a high school diploma and a minimum of two years' experience in loan documentation for consumer, commercial, and commercial real estate product lines.

Loan Documentation Specialist II: A combination of education and experience equivalent to a high school diploma and five years' experience in loan documentation including consumer, commercial, SBA, construction and commercial real estate product lines.

Licenses/Certifications:
  • Valid Driver's License
Knowledge, Skills and Abilities:

Loan Documentation Specialist I:
  • Basic knowledge of commercial, letters of credit, real estate and consumer loan documentation methods and practices.
  • Basic knowledge of loan documentation regulatory compliance.
  • Basic knowledge of lien perfection requirements for all loan types.
  • Basic experience with loan documentation and loan origination software, including LaserPro, Encompass, Abrigo and FIS, or similar.
  • Computer skills including Microsoft Word, Excel and PowerPoint.
Loan Documentation Specialist II:
  • Thorough knowledge of commercial, construction, commercial real estate, consumer and other complex loan documentation methods and practices.
  • Thorough knowledge of SBA lending documentation regulations, guidelines, and best practices.
  • Thorough knowledge of loan documentation regulatory compliance.
  • Thorough knowledge of lien perfection requirements for all loan types.
  • Thorough knowledge of different types of borrowing entities and documents required for verification.
  • Proficient experience with loan documentation and loan origination software, including LaserPro, Encompass, Abrigo and FIS, or similar.
  • Proficient computer skills including Microsoft Word review and compare functions, Excel and PowerPoint.


Physical Requirements: Ability to stand, bend, stoop, sit, walk, twist and turn. Ability to lift up to 15 pounds occasionally. Indoor office work environment with a majority of time sitting at a desk.

Compensation: The hiring range for this position is to $25.00 to $37.00 per hour. The compensation offered will fall within this range, commensurate with the candidate's applicable experience, education and skills.

Who We Are

Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy.Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides a competitive compensation and benefit package.

Our Mission - From generation to generation, we invest in people, business and community to build a strong future.

Our Core Values - Commitment, Respect, Integrity, Teamwork

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)