Loan Specialist

1 week ago


Sacramento, California, United States BankTalent HQ Full time
Job Title: Loan Specialist

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.
Requirements:
  • 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.
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 $64,000 - $78,000 annually, depending on job-related factors such as level of experience.


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