California Bank and Trust, a leader amongst banks in California, with over $10 billion in assets and nearly 100 branch offices in the state, is looking for a Loan Specialist.

Our relationship-centered culture is achieved by providing our associates with the tools, training, and opportunities to build the best possible relationships with our customers, and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive.

We are looking for a Loan Specialist to provide top notch customer service to our clients and customers at our San Diego, CA Branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

The ideal candidate will have the skills and experience necessary to:

• 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 inquires 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.

  
  

This position is eligible to earn a base salary in the range of $45,000 to $63,000 annually depending on job-related factors such as level of experience

Qualifications:

• Requires High School diploma or equivalent and some 4+ year banking or loan processing, documentation or loan assistant experience or other directly related experience.

• A combination of education and experience may job requirements.

• Advanced knowledge of lending processes, loan principles, documentation and loan systems.

• Working knowledge of banking processes.

• Must have excellent organizational and customer service skills.

• Must possess numeric and verbal aptitudes. Strong 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.

Benefits:

• Medical, Dental and Vision Insurance - START DAY ONE!

• Life and Disability Insurance, Paid Parental 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

• Employee Ambassador preferred banking products