Loan Specialist
1 day ago
At BankTalent HQ, we're seeking a skilled Loan Specialist to join our team at our Scripps Poway Branch in San Diego, CA. 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 Responsibilities:- Provide administrative and operational support within one or more of the following loan areas: processing, closing, presentations, servicing, documentation, notes, disbursements, etc.
- Draft loan presentations and clear all identified loan exceptions.
- Maintain files, documents, notes, etc.
- Verify completeness of files with all necessary documents and signatures required.
- Research and resolve lending inquiries and issues.
- Prepare and/or track disbursements, loan documents, reports, 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 $22 - $23 hourly depending on job-related factors such as level of experience.
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