AVP, Sr. Loan and Operations Administrator

Page Mechanical Group, Inc.; Newport Beach (CA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health benefits

401k matching

Flexible time off

Gym access (Newport Beach HQ)

Paid federal holidays

Job summary

Genesis Bank in Newport Beach, CA is seeking a Sr. Loan and Operations Administrator to manage the full loan lifecycle, from documentation to funding and servicing.

The role interfaces with Relationship Managers, settlement partners, and underwriting to ensure accurate, compliant loan packages and timely closings. Responsibilities include preparing loan documentation, reviewing credit approvals, and maintaining ongoing servicing tasks while ensuring adherence to bank policies and regulatory

Qualifications

• Banking experience and loan documentation knowledge is required.
• Strong written and verbal communication abilities are essential.
• Proficient with standard banking software and regulatory compliance.

Responsibilities

• Oversee full loan lifecycle: documentation, boarding, funding, servicing, payoff.
• Prepare and review loan documentation packages and checklists.
• Interpret Credit Approval Memos to finalize documents accurately.
• Coordinate with Relationship Managers, Credit Administration, brokers, escrow, and title to obtain missing items.
• Audit loan documents against approvals and checklists for accuracy.
• Ensure funding conditions are met before releasing documents to borrowers.

Skills

Communication skills

Microsoft 365

Organizational skills

Regulatory knowledge

Attention to detail

Education

High school diploma

College degree or equivalent experience

Tools

Microsoft 365

FISERV Premier

LaserPro

nCino

Job description

Who We Are: Genesis Bank is a California commercial bank organized by a group of highly experienced, successful bankers and business professionals. Building on their proven track record of leadership and achievement, including previously guiding Opus Bank through significant growth and strategic milestones, the executive team brings deep expertise and a history of delivering exceptional results.

We focus on serving the banking needs of small to mid-sized businesses, the owners of such businesses, business professionals, and owners and investors of income-producing properties (including multi-family and commercial real estate), located primarily in Orange, Los Angeles, Riverside, and San Bernardino counties.

Our products, services, and solutions include traditional commercial & industrial (C&I), Small Business Administration (SBA), income property, and owner-occupied commercial real estate lending, along with a full suite of deposit products and treasury management services & solutions. We also provide fiduciary and specialty banking services (property management, HOA, escrow, title, professional services) and act as section 1031 exchange Qualified Intermediary to serve the banking and real estate needs of our clients.

Why Genesis Bank? At Genesis Bank, you will have an opportunity to make an impact and play a key role in developing and delivering on the Bank’s empowering mission of providing innovative and solution-oriented products and services to its clients, all while uplifting the communities the Bank serves and beyond. Our comprehensive health, dental, and vision benefits for eligible employees are available on your first day. We also offer 401k matching, flexible time off, competitive salary, gym access (at our Newport Beach HQ), and paid federal holidays.

Duties and Responsibilities: As a member of the Genesis Bank Loan Origination Team, you will have the opportunity to make a real difference through our signature client experience. The Sr. Loan and Operations Administrator is a blended role covering the full loan lifecycle — from documentation and funding and including general loan servicing aspects. This role assists the SVP, Head of Loan Operations and Credit Administration in ensuring department activities run smoothly, efficiently, and in compliance with all regulations, while serving as a liaison with internal teams, Relationship Managers, brokers, escrow, and title to ensure loans are fully documented and protect the Bank's interests.

The role is responsible for loan documentation, general loan maintenance, as well as handling inbound and outbound customer calls. Responsible for compliance with all Bank policies and procedures, as well as applicable state and federal banking regulations.

• Serve as a full-lifecycle resource across loan documentation, boarding, funding, servicing, and payoffs. Supports both the front-end preparation and back-end maintenance of commercial loans.
• Initiate and prepare loan documentation request (AIL) packages, including completion of the Loan Documentation Checklist.
• Accurately review and interpret Credit Approval Memos to complete loan documents.
• Work directly with Relationship Managers and Credit Administration/Underwriting to ensure all required documentation is accounted for and to resolve documentation discrepancies or obtain missing documents.
• Audit all loan documents to verify accuracy against the Loan Documentation Checklist and Credit Approvals.
• Verify all conditions of funding have been met prior to releasing loan documents to the client for execution; perform loan funding and closure processes.
• Perform general loan servicing duties as required, including monitoring loan system reports for required file maintenance; preparing payoff statements and subsequent releases; obtaining and monitoring insurance documentation to ensure current, compliant coverage; and maintaining a high degree of customer contact through inbound and outbound calls.
• Provide ongoing support for compliance with all applicable laws, regulations, and administrative duties.
• Responsible for meeting service level agreements for production, quality control, and responsiveness.
• No supervisory responsibilities.

Qualifications & Expectations

• High school diploma, college degree, or equivalent banking and customer service experience.
• 2-4 years of general banking or regulatory experience with an emphasis in loan documentation, processing, and loan servicing; 4+ years preferred.
• Comprehensive understanding of general banking compliance regulations and laws.
• Knowledge of banking-specific internal controls required under the FDIC Improvement Act (FDICIA) and Sarbanes-Oxley (SOX).
• Excellent verbal and written communication skills, effective listening skills, and excellent organizational skills with attention to detail.
• Proficient with Microsoft 365 / Microsoft Office Suite.
• Knowledge of, or experience with, Fiserv Premier, LaserPro and nCino strongly preferred.

EQUAL OPPORTUNITY EMPLOYMENT
Genesis Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws. All offers for employment with Genesis Bank are contingent upon the candidate having successfully completed a criminal background check. Genesis Bank will consider qualified candidates consistent with the requirements of applicable local, state, and Federal law, including Section 19 of the Federal Deposit Insurance Act.

© 2026 Genesis Bank / Member FDIC