Loan Specialist- Los Angeles, CA

California Bank & Trust-posted 3 days ago
Full-time • Entry Level
Los Angeles, CA
1,001-5,000 employees
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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.

  • 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.
  • Requires High School diploma or equivalent and some 6+ year banking or loan processing, documentation or loan assistant experience or other directly related experience.
  • 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.
  • College degree preferred.
  • A combination of education and experience may meet job requirements.
  • Employee Ambassador preferred banking products
  • 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
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