Loan Operations Specialist

2 weeks ago

Sacramento, California, United States BankTalent HQ Full time

At BankTalent HQ, we foster a relationship-driven environment where our associates are equipped with the necessary tools, training, and opportunities to cultivate exceptional relationships with clients and colleagues alike. Our workplace culture celebrates the diverse experiences, backgrounds, and perspectives of each associate, promoting a collaborative atmosphere for professional growth and success.

As a leading financial services institution committed to community service, we have been serving families and businesses of all sizes for decades. Our dedication has earned us accolades as a top choice for banking services, reflecting our commitment to excellence in client satisfaction.

We are currently seeking a Loan Operations Specialist to deliver outstanding customer service to our clients. This position emphasizes providing administrative and operational support in key lending areas.

Key Responsibilities:

  • Offer administrative and operational assistance in various loan processes, including processing, closing, presentations, servicing, documentation, and disbursements.
  • Prepare loan presentations and resolve any identified loan exceptions.
  • Maintain organized files, documents, and notes.
  • Ensure the completeness of files with all required documents and signatures.
  • Investigate and address lending inquiries and issues.
  • Assist in preparing and tracking loan documents, disbursements, and reports, as well as obtaining necessary credit and financial information.
  • Generate reports as needed.
  • Respond to client inquiries and provide follow-up assistance.
  • Perform additional duties as assigned.

Work Schedule: Monday - Friday, 8:30 AM - 5:30 PM

Qualifications:

  • A bachelor's degree in business, finance, or a related field, along with 4+ years of experience in banking, treasury management, product sales, relationship management, or lending. A combination of education and experience may be considered.
  • In-depth knowledge of banking and treasury management products and procedures.
  • Comprehensive understanding of applicable regulatory requirements.
  • Strong skills in sales, client product management, and relationship management.
  • Excellent problem-solving, customer service, and communication abilities, both verbal and written.
  • Capability to multitask effectively, meet deadlines, and complete assignments.
  • Meticulous attention to detail.
  • Proficient in using PCs and MS Office applications.

Benefits:

  • Comprehensive Medical, Dental, and Vision Insurance - Effective from Day One
  • Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance
  • Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and dependent care options
  • Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
  • 401(k) plan with company match, Profit Sharing, and competitive compensation based on experience
  • Mental health support, including coaching and therapy sessions
  • Tuition Reimbursement for eligible employees
  • Employee Ambassador preferred banking products

Compensation: This position offers a competitive base salary range based on job-related factors such as experience.

  • Loan Operations Specialist

    2 weeks ago

    Sacramento, California, United States BankTalent HQ Full time

    At BankTalent HQ, we foster a culture centered around relationships, equipping our associates with the necessary tools, training, and opportunities to cultivate exceptional connections with our clients and one another. Our workplace values the unique experiences, backgrounds, and perspectives of each associate, creating a collaborative environment where all...

  • Loan Operations Specialist

    1 week ago

    Sacramento, California, United States BankTalent HQ Full time

    At BankTalent HQ, we foster a culture centered around relationships, equipping our associates with the necessary tools, training, and opportunities to cultivate exceptional connections with our clients and colleagues. Our work environment values the unique experiences, backgrounds, and perspectives of each associate, promoting a collaborative atmosphere for...

  • Loan Origination Specialist

    3 days ago

    Sacramento, California, United States UMortgage Full time

    Job SummaryWe are seeking a highly skilled and experienced Loan Specialist to join our Loan Operations team at UMortgage. As a Loan Specialist, you will play a critical role in originating and processing mortgage loans, providing exceptional customer service, and working closely with our Loan Officers and Operations team.Key ResponsibilitiesEducate...

  • Loan Documentation Specialist

    3 days ago

    Sacramento, California, United States MRINetwork Jobs Full time

    Job Description**About the Role**MRINetwork Jobs is seeking a highly skilled Loan Documentation Specialist to join our team. As a Loan Documentation Specialist, you will play a critical role in preparing and reviewing loan documents for various loan products, including commercial loans, construction loans, and real estate loans.Key Responsibilities:Comply...

  • Loan Documentation Specialist

    3 days ago

    Sacramento, California, United States MRINetwork Jobs Full time

    Job Description**About the Role**MRINetwork Jobs is seeking a highly skilled Loan Documentation Specialist to join our team. As a Loan Documentation Specialist, you will play a critical role in preparing loan documents for various loan products, including commercial loans, construction loans, and real estate loans.Key Responsibilities:Prepare loan documents...

  • Loan Underwriting Specialist

    2 weeks ago

    Sacramento, California, United States American Pacific Mortgage Full time

    Job OverviewPosition Summary: The Loan Underwriting Specialist plays a crucial role in ensuring the delivery of timely, accurate, and consistent loan evaluations daily. This position requires adherence to the underwriting policies and procedures of American Pacific Mortgage, as well as compliance with investor guidelines.Compensation: The salary for this...

  • Loan Operations Associate

    2 weeks ago

    Sacramento, California, United States BankTalent HQ Full time

    At BankTalent HQ, we foster a relationship-driven environment where our associates are equipped with the necessary tools, training, and opportunities to cultivate meaningful connections with our clients and colleagues. Our organizational culture appreciates the diverse experiences, backgrounds, and perspectives of each associate, promoting a collaborative...

  • Loan Underwriting Specialist

    2 weeks ago

    Sacramento, California, United States American Pacific Mortgage Full time

    Job OverviewPosition: UnderwriterLocation: RemoteCompany Overview: American Pacific Mortgage is a prominent financial services provider committed to delivering exceptional loan assessments while maintaining the highest levels of quality and operational efficiency.Role Summary: The Underwriter plays a crucial role in the thorough examination and approval of...

  • Loan Underwriting Specialist

    2 weeks ago

    Sacramento, California, United States American Pacific Mortgage Full time

    Job OverviewPosition: UnderwriterLocation: RemoteCompany Overview: American Pacific Mortgage is a prominent financial entity committed to delivering exceptional loan evaluations while maintaining the utmost standards of quality and operational efficiency.Role Summary: The Underwriter plays a crucial role in the thorough examination and authorization of loan...

  • Loan Underwriting Specialist

    1 week ago

    Sacramento, California, United States American Pacific Mortgage Full time

    Job OverviewPosition: UnderwriterLocation: RemoteCompany Overview: American Pacific Mortgage is a prominent financial entity committed to delivering exceptional loan evaluations while maintaining superior standards of quality and efficiency.Role Summary: The Underwriter plays a crucial role in thoroughly assessing and approving loan applications in line with...

  • Deposit and Loan Servicing Operations Manager

    5 days ago

    Sacramento, California, United States Golden 1 Talent Acquisition Team Full time

    Job SummaryWe are seeking a highly experienced and skilled professional to lead our Deposit and Loan Servicing Operations team as a Vice President. The successful candidate will be responsible for overseeing all credit union functions and operations related to consumer and business loans, lines, and leases.Key ResponsibilitiesOversight of the entire...

  • Mortgage Loan Specialist

    1 week ago

    Sacramento, California, United States Supreme Lending Full time

    Position: Loan OriginatorAs a Loan Originator, you will play a crucial role in the financial services sector by:Promoting and marketing a variety of financial products to potential clients.Initiating loan transactions, gathering applications, and fostering strong relationships with customers.Overseeing the loan process and ensuring effective communication...

  • Mortgage Loan Specialist

    2 weeks ago

    Sacramento, California, United States PRMG Mortgage Full time

    Become a Key Player in the Mortgage Sector:Loan Officer Position AvailableAre you prepared to thrive in the mortgage landscape? PRMG Mortgage is seeking an enthusiastic Loan Officer to contribute to our esteemed team.At PRMG, we pride ourselves on being a lender designed by originators for originators, dedicated to delivering exceptional service to our...

  • Mortgage Loan Specialist

    2 weeks ago

    Sacramento, California, United States PRMG Mortgage Full time

    Become a Key Player in the Mortgage Sector:Are you prepared to thrive in the mortgage sector? PRMG Mortgage is seeking an enthusiastic Loan Officer to contribute to our renowned team in Sacramento, CA.At PRMG, we pride ourselves on being a lender designed by originators for originators, dedicated to delivering exceptional service to our community.Our clients...

  • Loan Officer Support Specialist

    2 weeks ago

    Sacramento, California, United States PRMG Mortgage Full time

    Job OverviewWe are seeking a dedicated Mortgage Loan Partner to join our thriving team at PRMG Mortgage. This role is ideal for an experienced professional who excels in a fast-paced environment and is passionate about helping clients achieve their homeownership goals.Key ResponsibilitiesServe as the primary contact for clients during the initial stages of...

  • Executive Director of Deposit and Loan Servicing Operations

    5 days ago

    Sacramento, California, United States Golden 1 Credit Union Full time

    About the RoleWe are seeking a highly experienced and strategic leader to join our team as the Senior Vice President of Operations and Service Excellence at Golden 1 Credit Union. This is a unique opportunity to lead a high-performing team and drive business growth while ensuring exceptional member service.Key ResponsibilitiesLeadership and Strategy: Define...

  • Business Loan Portfolio Specialist

    7 days ago

    Sacramento, California, United States River City Bank Full time

    About the Role:As a Commercial Loan Portfolio Manager at River City Bank, you will be responsible for overseeing a portfolio of secured and unsecured loans and lines of credit. Working closely with the relationship management team, you will provide exceptional customer service to current and prospective clients while ensuring compliance with loan...

  • Mortgage Loan Associate

    2 weeks ago

    Sacramento, California, United States PRMG Mortgage Full time

    Job OverviewWe are seeking a dedicated Mortgage Loan Partner to join our esteemed team at PRMG Mortgage. This role is ideal for an experienced professional who thrives in a fast-paced environment and is passionate about assisting clients in achieving their homeownership goals.Position Summary:The Mortgage Loan Partner will play a crucial role in supporting...

  • Senior Mortgage Lending Specialist

    1 week ago

    Sacramento, California, United States ELITE Mortgage Recruiters Full time

    Job OverviewPosition: Senior Mortgage Lending SpecialistWork Arrangement: Fully Remote (United States)Salary: $100k+ (Commission-based)Role Summary:We are in search of a skilled Mortgage Lending Specialist to enhance our client's expanding operations. This position provides a remarkable chance to operate entirely remotely, delivering professional mortgage...

  • Commercial Loan Documentation Analyst

    5 days ago

    Sacramento, California, United States River City Bank Full time

    Job SummaryRiver City Bank is seeking a highly skilled Commercial Loan Documentation Officer to join our team. The ideal candidate will be responsible for performing a variety of analytical and administrative loan documentation functions for commercial loans.Key ResponsibilitiesLoan Documentation: Analyze credit authorizations and due diligence files to...