Financial Transaction Manager

3 days ago


Redwood City, California, United States Avidbank Full time
Job Description

This Disbursement Specialist position involves working closely with our Construction Loan Officers/Managers to gather and analyze Draw information on current and past draws. The ideal candidate will possess strong analytical and computer skills, as well as excellent interpersonal and organizational skills.

Responsibilities:

  • Manage construction loans by analyzing draw requests for compliance with policies & procedures.
  • Establish client spreadsheet/disbursement files and facilitate customer orientation meetings.
  • Coordinate with title companies to research and verify titles and endorsements.

Benefits:

  • Competitive salary range: $75,000 - $120,000 per annum.
  • Comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k) with matching.


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