Disbursement Specialist
3 weeks ago
Avidbank is a leading commercial bank in Silicon Valley, serving the San Francisco Bay area and beyond. As a Disbursement Specialist, you will play a crucial role in assisting our Construction Loan Officers/Managers in gathering and analyzing Draw information on current and past draws.
Essential Functions:
- Analyze draw requests to ensure compliance with policies & procedures.
- Set up client spreadsheet/disbursement files and contact customers to arrange for orientation meetings.
- Save all disbursements documents to the Shared Drive, including Draw Request, Endorsements, Inspection Reports, and Spreadsheet.
Required Skills and Qualifications:
- Bachelor's Degree in Finance, Accounting, Business, or related field.
- Basic knowledge of commercial, construction, real estate, and consumer loan processing.
- Understanding of financial statements, tax returns, and basic financial analysis.
We offer competitive compensation, medical, dental, vision, life insurance, long-term disability insurance, 401(k) with matching, paid holidays, and a competitive paid time off policy.
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Construction Loan Management Specialist
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Construction Loan Coordinator
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Redwood City, California, United States Avidbank Full timeRole OverviewThe Disbursement Specialist will assist our Construction Loan Officers/Managers in gathering and analyzing Draw information on current and past draws. This role requires a strong understanding of commercial, construction, real estate, and consumer loan processing, as well as excellent analytical and communication skills.Duties and...
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