Documentation Officer at United Business Bank

Walnut Creek, California, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Feb, 26

Salary

80000.0

Posted On

29 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Documentation, Banking Regulations, Customer Service, Communication Skills, Math Skills, Microsoft Office, Process Improvement, Team Collaboration

Industry

Banking

Description

Job Details Level: Experienced Job Location: Walnut Creek 1 - Walnut Creek, CA Position Type: Full Time Salary Range: $70000.00 - $80000.00 Salary Description Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Documentation Officer (DO) is an onsite position and does not have remote opportunities. The Documentation Officer (DO) is responsible for compliant, effective and accurate preparation of loan documentation for various new, renewed and modified loans of varying complexity. The Documentation Officer will coordinate efforts with account officers, title companies, and other departments to obtain all required supporting documentation in accordance with the banks loan file compliance functions. They will ensure that clients are served promptly, courteously, efficiently and professionally. The Documentation Officer will assist the Documentation Manager in reviewing documents for accuracy and compliance with applicable regulations and bank policy and is also responsible for assisting in training new loan personnel, monthly tracking and reporting functions. They will make process improvement recommendation to the Documentation Manager will perform all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also assist the Documentation Manager with projects and other duties as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: High school graduate or equivalent required. College Degree preferred. Required Knowledge: Knowledge of Loan Documentation, and Note Department policies and procedures. Thorough understanding of banking regulations and standard banking practices. Thorough knowledge of LaserPro. Experience Required: Previous documentation experience and a minimum of 3 years+ bank experience in a Loan Department. Skills/Abilities: Good communication skills. Professional appearance, dress and attitude. Good math skills. Ability to use Microsoft Office software package. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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Responsibilities

The Documentation Officer is responsible for the compliant, effective, and accurate preparation of loan documentation for various loans. They will coordinate with account officers and other departments to ensure all required documentation is obtained and assist in training new loan personnel.