Credit Legal Administration Specialist
About The Position
Five Star Bank is an award-winning and high performing $5 Billion community business bank operating through 9 offices - 5 in the Capital Region, 1 in Chico, 1 in Redding, 2 in the San Francisco Bay Area, as well as administration offices in Newport Beach and Downtown Sacramento. With an emphasis on commercial real estate and small to medium sized businesses, we partner with organizations to help them be successful by providing highly customized banking solutions. Organizations bank with us because of our entrepreneurial and empathetic spirit, speed to serve and deep connection to our market. And they trust us. This position prepares and coordinates specialized loan documentation, legal communications, and official bank correspondence in accordance with credit approval, bank policies, senior management direction, legal counsel guidance, and applicable federal regulations.
Requirements
- 3-5 years previous loan documentation, loan servicing, legal coordination, or related credit administration experience
- Knowledge and understanding of compliance, lending practices and risks
- Ability to read, analyze and interpret loan documents
- The ability to function in a team environment, manage time effectively, and use computer software applications, including but not limited, to Laser Pro and Jack Henry
Responsibilities
- Prepare specialized loan, credit administration, legal, and official correspondence documents as directed by Credit Administration and approved authorities
- Coordinate, track, and maintain all legal communications, including correspondence with outside counsel and internal stakeholders
- Track legal matters, related deadlines, pending requests, status updates, and legal invoices to ensure timely routing, review, approval, and payment processing
- Track and assist with credit-related subpoenas, levies, search warrants, and related legal requests, including coordination, documentation, routing, follow-up, and retention in accordance with bank procedures and legal guidance
- Establish, document, and maintain legal edit procedures to ensure consistent review, version control, approval routing, and retention of legal and official correspondence
- Manage the bank’s official correspondence that has been reviewed and approved by senior management and legal counsel, including final formatting, distribution, tracking, and retention
- Ensure legal, credit administration, and official correspondence files are complete, accurate, secure, well organized, and maintained in accordance with bank procedures
- Assist the Deputy Chief Credit Officer with specialized documentation, legal coordination, correspondence management, and related credit administration projects
- Interface with legal counsel, customers, title companies, vendors, and bank associates to support timely, accurate, and professional communication
- Produce accurate, complete, and professionally formatted documentation and correspondence consistent with approved templates, procedures, and management direction
- Prepare lender’s instructions to title companies when applicable
- Tickler maintenance and filing as needed
- Comply with all Anti-Money Laundering Laws and Regulations
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
