Loan Specialist, Culver City and El Segundo at Zions Bancorporation

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jul, 26

Salary

85531.0

Posted On

02 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan processing, Documentation, Customer service, Lending processes, Banking procedures, Organizational skills, Numeric aptitude, Verbal aptitude, Research skills, Audit skills, Communication skills, Spreadsheets, Word processing, Loan servicing, Data entry

Industry

Banking

Description

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Loan Specialist to provide top notch customer service to our clients and customers for our greater Southern California West Region. This role focuses on providing administrative and operational support within key loan areas. This position will cover two offices including our Culver City office and West LA El Segundo office. The employee who fills this position may need to travel between locations dependent on the branch needs. Essential Functions: Provides administrative and/or operational support within one or more of the following loan areas: processing, closing, presentations, servicing, documentation, notes, disbursements, etc. May draft loan presentations, clear all identified loan exceptions. Maintains files, documents, notes, etc. Responsible for verifying completeness of files with all necessary documents and signatures required. Researches and resolves lending inquiries and issues. May 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. Other duties as assigned. Schedule: Monday – Friday, 9:00am – 5:00pm Qualifications: Requires High School diploma or equivalent and some 6+ year banking or loan processing, documentation or loan assistant experience or other directly related experience. College degree preferred. A combination of education and experience may meet job requirements. Expert knowledge of lending processes, loan principles, documentation, and loan systems. Working knowledge of banking processes and procedures. Must have excellent organizational and customer service skills. Must possess strong numeric and verbal aptitudes. Excellent research, audit and communications skills, both written and verbal. Ability to complete processes and meet deadlines. Advanced working knowledge computer program i.e word processing, spreadsheets or related software. 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 $51,319 - $85,531 annually depending on job-related factors such as level of experience.

Responsibilities

The Loan Specialist provides administrative and operational support for loan processing, documentation, and servicing. They are responsible for maintaining accurate files, resolving lending inquiries, and ensuring all loan documents are complete and compliant.