Loan Specialist Walnut Creek, San Francisco, San Diego, Los Angeles, Menlo Park

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 associates 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. This role focuses on providing administrative and operational support within key loan areas. We are looking for candidates from Walnut Creek San Francisco Menlo Park San Diego and Los Angeles.

Essential Functions:

• 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.

Schedule: Monday Friday 8:30am 5:30pm

Qualifications:

• Requires a bachelors in business finance or related field and 4 years of banking treasury/cash management product sales relationship management lending or other directly related experience. A combination of education and experience may meet job requirements.
• Extensive knowledge of banking treasury management banking/treasury products and procedures.
• Extensive working knowledge of applicable regulatory requirements.
• Strong sales client product and relationship management skills.
• Strong influence problem resolution customer service and communication skills both verbal and written.
• Ability to effectively multitask complete assignments and meet deadlines.
• Strong attention to detail.
• Working knowledge of PCs and MS Office products.

Benefits:

• 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
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $80000 - $96000 annually depending on job-related factors such as level of experience.