Loan Operations Specialist
Five Star Bank•Rancho Cordova, CA
•Onsite
About The Position
The Loan Operations Specialist is responsible for overseeing and managing centralized loan operational support functions that span the loan lifecycle. This role acts as a key control and coordination point between Credit Administration, Loan Administration, Compliance, and Lending teams to ensure data integrity, reporting accuracy, system governance, regulatory support, and operational efficiency of the Bank’s loan portfolio.
Requirements
- 2+ years previous experience in loan operations, credit administration, or commercial banking operations.
- Working knowledge of loan policies, procedures, and regulatory standards
- Strong attention to detail and data accuracy
- Ability to manage multiple priorities in a fast-paced environment
- Strong written and verbal communication skills
- Proficiency with Jack Henry systems, nCino, Microsoft Office products, and loan reporting tools
Responsibilities
- Maintain accurate and timely loan and credit data within nCino, Silverlake, and related loan systems
- Track loan approvals, conditions, and operational milestones to ensure effective handoffs between departments
- Assist in preparing Management Loan Committee packages, minutes, and approval communications
- Disseminate approved credit authorizations, memoranda, and operational updates to appropriate Bank staff
- Monitor and maintain appraisal checklist tracking and real estate evaluation records
- Track collateral-related exceptions including property taxes, hazard insurance, and third-party inspections
- Maintain and monitor loan officer ticklers and system-based exception reporting
- Assist with data quality reviews and reconciliations for key loan and credit reporting
- Support preparation of monthly and quarterly loan portfolio reports for management and the Board
- Assist with Compliance, Audit, and Regulatory requests by compiling loan data and supporting documentation
- Track and support specialized loan programs and portfolio monitoring initiatives
- Assist with system testing, process improvements, and implementation of loan-related enhancements
- Serve as operational backup support for loan boarding and documentation processes as needed
- 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
Number of Employees
251-500 employees
