Commercial Loan Specialist (Hybrid)

Banner Bank • Carlsbad, CA

2d • Hybrid

About The Position

As a Commercial Loan Specialist, you will provide support to commercial lending staff in commercial branches or banking centers. Process loan closings, attain loan perfection, and service loan customers.

Requirements

• H.S. Diploma: required (an equivalent combination of education and experience may be considered)
• 0 to 2 years of commercial loan support experience required
• Demonstrate ability to independently produce accurate work in a deadline driven environment.
• Possess strong analytical skills with the ability to identify document errors or variances and make corrections.
• Ability to deliver professional, responsive customer service.
• Knowledge of accounting principles.
• Proficient in Word, Excel, and commercial loan systems.
• Knowledge of state and regulatory requirements pertaining to commercial loans.

Nice To Haves

• preferred commercial loan servicing/support experience

Responsibilities

• Prepare all loan request documents.
• Gather customer income and net worth information.
• Answer customer questions.
• Responsible for ordering external agency reports such as titles, insurance, etc.
• Prepare commitment letters.
• Arrange for payoff of property liens.
• Coordinate loan closings and prepare disbursement checks.
• Responsible for verifying loan system accuracy for boarded loans.
• Responsible for ensuring each loan file meets bank and regulatory requirements.
• Responsible for making advances and payments on commercial lines.
• Balance commercial loan suspense accounts monthly.
• Responsible for complying with policies, procedures, security requirements, and government regulations.

Benefits

• medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
• 401k (up to 4% match with immediate vesting)
• Tuition reimbursement up to $5,250 annually (minimum service requirement)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED