Job Description
Operations & Lending Executive Assistant need for well-established California bank that has been in operation for over 100 years
This Jobot Job is hosted by: Joseph Calabrese
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $30 - $36 per hour
A bit about us:
We are a well-established California bank that has been in operation for over 100 years
Why join us?
Job Details
Key Responsibilities
Knowledge, Skills and Abilities
Experience
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
This Jobot Job is hosted by: Joseph Calabrese
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $30 - $36 per hour
A bit about us:
We are a well-established California bank that has been in operation for over 100 years
Why join us?
- Career growth
- Strong benefits (M,D,V, and 401k)
- Profit sharing contribution
- Annual Bonus
Job Details
Key Responsibilities
- Verify and assess the accuracy of borrower information and supporting documentation throughout the loan application process.
- Identify, investigate, and resolve discrepancies across loan origination and servicing with minimal supervisory oversight.
- Review complex organizational and entity documentation to accurately determine authorized signers and validate approval authorities.
- Ensure full compliance with Customer Identification Program (CIP) and Customer Due Diligence (CDD) requirements.
- Independently initiate and manage the ordering of appraisals, credit reports, UCC searches, and other due diligence items required for underwriting.
- Prepare loan worksheets for approval, coordinate document preparation, and conduct thorough reviews of loan documents for accuracy and completeness.
- Compile and manage closing documentation; facilitate loan signing processes and ensure smooth loan closings.
- Maintain and organize electronic loan files in Laserfiche in accordance with internal standards.
- Support loan officers with portfolio management by tracking post-closing items, monitoring loan maturities, and collecting annual financial statements.
- Provide regional support to additional branches as assigned by the Regional Lending Specialist Coordinator.
- Ensure adherence to all federal and state regulations, internal policies, and bank security procedures.
Knowledge, Skills and Abilities
- Strong foundational mathematics and analytical skills
- Proven critical thinking, sound judgment, and problem-solving abilities.
- Outstanding customer service and client support skills
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Accurate and efficient typing/data entry skills
- Strong time management and organizational abilities
- Active listening skills with a demonstrated ability to quickly learn new processes.
- Effective written and verbal communication skills
- Professional interpersonal skills with the ability to collaborate respectfully with supervisors and colleagues.
- Ability to remain calm and professional when managing difficult, upset, or challenging individuals.
- Skilled in assessing client concerns, resolving issues independently, and escalating appropriately when needed.
Experience
- Up to 1 year of commercial loan processing experience or equivalent preferred
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Numbers & Facts
| Location | Santa Barbara, CA |
| Industry | Staffing/Employment Agencies |
| Salary | $30–$36 Per Hour |
| Company Size | 100 to 499 employees |
| Year Founded | 2018 |
| Website | http://www.jobot.com |
About Company
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com 🤖
Skills
- Analysis Skillsunmatched
- Communication Skillsunmatched
- Credit Reportsunmatched
- Customer Support/Serviceunmatched
- Data Entryunmatched
- Data Qualityunmatched
- Document Managementunmatched
- Documentationunmatched
- Due Diligenceunmatched
- Executive Assistant Skills unmatched
- Federal Laws and Regulationsunmatched
- Financial Statementsunmatched
- Interpersonal Skillsunmatched
- Investment Managementunmatched
- Legalunmatched
- Loan Approvalunmatched
- Loan Closingunmatched
- Loan Documentsunmatched
- Loan Operationsunmatched
- Loan Originationunmatched
- Loan Reviewunmatched
- Loan Servicingunmatched
- Loansunmatched
- Maintain Complianceunmatched
- Mathematicsunmatched
- Microsoft Excelunmatched
- Microsoft Officeunmatched
- Microsoft Outlookunmatched
- Microsoft Wordunmatched
- Order Managementunmatched
- Organizational Skillsunmatched
- Post Closingunmatched
- Presentation/Verbal Skillsunmatched
- Problem Solving Skillsunmatched
- Resolve Customer Issuesunmatched
- State Laws and Regulationsunmatched
- Team Playerunmatched
- Time Managementunmatched
- Typingunmatched
- Underwritingunmatched
- Writing Skillsunmatched
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