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Loan Operations Specialist

2 months 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 growth and success.

As a leading financial services institution committed to community service, we have been dedicated to supporting families and businesses for decades. Our commitment has earned us recognition as a top choice in annual surveys for "Best Bank" and "Best Commercial Bank." Furthermore, as part of a larger banking corporation, we have received multiple awards for excellence in client satisfaction.

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

Key Responsibilities:

  • Offer administrative and operational support in various loan functions, 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, while obtaining necessary credit and financial information.
  • Generate reports as needed.
  • Respond to client inquiries and provide follow-up support.
  • 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 also be considered.
  • Comprehensive knowledge of banking practices, treasury management, and related products and procedures.
  • In-depth understanding of applicable regulatory requirements.
  • Strong skills in sales, client product management, and relationship building.
  • Excellent problem-solving, customer service, and communication abilities, both verbal and written.
  • Capability to multitask effectively, complete assignments, and meet deadlines.
  • Attention to detail is crucial.
  • Proficient in using PCs and MS Office applications.

Benefits:

  • Medical, Dental, and Vision Insurance - Coverage begins on the first day.
  • Life and Disability Insurance, Paid Parental 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, and competitive compensation based on experience.
  • Mental health benefits, including coaching and therapy sessions.
  • Tuition Reimbursement for eligible employees.
  • Employee Ambassador preferred banking products.

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