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Loan Specialist

5 months ago

San Diego, United States BankTalent HQ Full time

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of

San Diego Union-Tribune

and

Orange County Register

. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a

Loan Specialist

to

provide

top notch customer service to our clients and customers at our

Scripps Poway Branch in San Diego, CA .

This role focuses on

providing

administrative and operational support within key loan areas. Essential Functions: Provides

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

May draft loan presentations, clear all identified loan exceptions.

Maintains 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.

Schedule: Monday - Friday,

8:

3

0

am - 5

:

3

0

pm Qualifications: Requires a bachelor's in business, finance or related field and 4+ yrs of banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements.

Extensive knowledge of banking, treasury management, banking/treasury products and procedures.

Extensive working knowledge of applicable regulatory requirements.

Strong sales, client product and relationship management skills.

Strong influence, problem resolution, customer service and communication skills, both verbal and written.

Ability to effectively multitask, complete assignments and meet deadlines.

Strong attention to detail.

Working knowledge of PCs and MS Office products.

Benefits: Medical, Dental and Vision Insurance - START DAY ONE

Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance

Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts

Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays

401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

Mental health benefits, including coaching and therapy sessions

Tuition Reimbursement for qualifying employees

Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $22 - $23 hourly depending on job-related factors such as level of experience.

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