Loan Consultant

TEKsystems•Brea, CA

5d•$30 - $32•Onsite

About The Position

Perform end‑to‑end setup of new commercial and fiduciary client accounts through internal account‑opening platforms. Review, assemble, and validate new account documentation to ensure completeness, accuracy, and compliance. Process account maintenance requests, including updates, corrections, and documentation remediation. Support a wide range of account types, including business, trust, estate, and fiduciary structures. Partner with internal teams to resolve documentation gaps and ensure timely account activation.

Requirements

2–4 years of experience in commercial banking operations or a comparable back‑office role
Hands‑on experience with new account opening documentation, including business, trust, estate, and fiduciary accounts
Strong knowledge of account‑opening controls, documentation standards, and regulatory requirements
Proven ability to process high volumes of work accurately with exceptional attention to detail
Experience working within internal banking portals or workflow/account‑opening systems
Prior exposure to trust, estate, or fiduciary operational workflows
Familiarity with regulatory expectations around KYC, CIP, and account governance
Strong written communication skills for internal issue resolution and documentation follow‑ups
Ability to prioritize workload effectively in a deadline‑driven environment
Experience navigating multiple internal systems simultaneously

Responsibilities

Perform end‑to‑end setup of new commercial and fiduciary client accounts through internal account‑opening platforms
Review, assemble, and validate new account documentation to ensure completeness, accuracy, and compliance
Process account maintenance requests, including updates, corrections, and documentation remediation
Support a wide range of account types, including business, trust, estate, and fiduciary structures
Partner with internal teams to resolve documentation gaps and ensure timely account activation