Lending Advisor Associate

4 weeks ago


Walnut Creek, California, United States Mechanics Bank Full time
About the Role

Mechanics Bank is seeking a highly skilled Lending Advisor Associate to support our team in Walnut Creek. As a key member of our team, you will be responsible for providing sales, administrative process, and relationship management support to our Sr. Lending Advisors.

Key Responsibilities
  • Assist Sr. Lending Advisors with complex transactions and provide support to the sales team.
  • Monitor and manage loan pipelines, track progress, and ensure timely loan milestones and contingencies are met.
  • Work on loan conditions alongside Sr. Lending Advisors and provide input and guidance on workflow uncertainties.
  • Facilitate effective communication between sales and operations teams.
  • Support Sr. Lending Advisors and the sales team with customer contact and follow-up on conditions, status, and documentation.
Requirements
  • High School Diploma or GED required.
  • 3 years minimum in mortgage lending/banking required.
  • Proficient with MS Office Suite applications, Encompass (LOS), and other mortgage lending-related systems.
  • Excellent human relations, communications, and business writing skills.
  • Ability to work effectively without direct supervision and demonstrate teamwork in facilitating workflow.
What We Offer

Mechanics Bank is an equal opportunity employer and offers a competitive compensation package, including a final compensation package determined by work experience, education, and/or skill level, along with internal equity and alignment with geographic market data.

We are committed to providing a positive and inclusive work environment and welcome applications from diverse candidates.



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