Loan Specialist
1 week ago
At BankTalent HQ, we're seeking a highly skilled Loan Specialist to join our team. As a Loan Specialist, you will play a critical role in providing top-notch customer service to our clients and customers in Walnut Creek or Sacramento, CA.
Key Responsibilities:- Provide administrative and operational support within key loan areas, including processing, closing, presentations, servicing, documentation, notes, disbursements, and more.
- Draft loan presentations and clear all identified loan exceptions.
- Maintain files, documents, notes, and other relevant materials.
- Verify the completeness of files with all necessary documents and signatures required.
- Research and resolve lending inquiries and issues.
- Prepare and track disbursements, loan documents, reports, and obtain credit and/or financial information.
- Produce reports as required.
- Answer questions and follow up with clients.
- Bachelor's degree in business, finance, or a related field, and 4+ years of banking, treasury/cash management, product sales, relationship management, lending, or other directly related experience.
- 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.
- 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 $64,000 - $78,000 annually, depending on job-related factors such as level of experience.
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Loan Specialist
4 weeks ago
Sacramento, California, United States BankTalent HQ Full time{"title": "Loan Specialist", "content": "Job SummaryAt BankTalent HQ, we are seeking a highly skilled Loan Specialist to join our team. As a Loan Specialist, you will provide top-notch customer service to our clients and customers, focusing on administrative and operational support within key loan areas.Key ResponsibilitiesProvide administrative and/or...
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Loan Specialist
3 weeks ago
Sacramento, California, United States BankTalent HQ Full timeJob Title: Loan SpecialistAt BankTalent HQ, we're seeking a skilled Loan Specialist to join our team in Walnut Creek or Sacramento, CA. As a Loan Specialist, you'll play a critical role in providing top-notch customer service to our clients and customers.Key Responsibilities:Provide administrative and operational support within key loan areas, including...
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Loan Specialist
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Sacramento, California, United States BankTalent HQ Full timeJob Title: Loan SpecialistAt BankTalent HQ, we are seeking a highly skilled Loan Specialist to join our team. As a Loan Specialist, you will be responsible for providing top-notch customer service to our clients and customers in either Walnut Creek or Sacramento, CA.Key Responsibilities:Provide administrative and operational support within key loan areas,...
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Loan Operations Specialist
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