Loan Specialist

1 day ago


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

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.
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 $22 - $23 hourly depending on job-related factors such as level of experience.


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