Commercial Lending Operations Specialist

Banner Bank; Irvine (CA); On-site; USD 37,000 - 43,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid vacation time

Sick time

Personal days

Volunteer time off

Job summary

Banner Bank in Irvine, CA seeks a Commercial Loan Specialist to support lending staff by preparing loan documents, gathering financial information, and coordinating closings. You will ensure regulatory compliance and accuracy across loan files in a fast-paced environment.

The role requires 0–2 years of loan support experience, a high school diploma, and proficiency in Word/Excel and loan systems; strong analytical and customer-service skills are essential.

Qualifications

• 0 to 2 years of commercial loan support experience required.
• H.S. Diploma required (an equivalent combination of education and experience may be considered).
• Ability to independently produce accurate work in a deadline driven environment.
• Strong analytical skills with the ability to identify document errors or variances and make corrections.
• Ability to deliver professional, responsive customer service.
• Proficient in Word, Excel, and commercial loan systems.
• Knowledge of accounting principles and state/regulatory requirements pertaining to commercial loans.

Responsibilities

• Prepare all loan request documents. Gather customer income and net worth information. Answer customer questions.
• Responsible for ordering external agency reports such as titles, insurance, etc.
• Prepare commitment letters. Arrange for payoff of property liens.
• Coordinate loan closings and prepare disbursement checks.
• Responsible for verifying loan system accuracy for boarded loans.
• Responsible for ensuring each loan file meets bank and regulatory requirements.
• Responsible for making advances and payments on commercial lines. Balance commercial loan suspense accounts monthly.
• Responsible for complying with policies, procedures, security requirements, and government regulations.

Skills

Analytical skills

Customer service

Attention to detail

Accounting principles

Regulatory knowledge

Education

H.S. Diploma

Tools

Word

Excel

Commercial loan systems

Job description

Banner Bank in Irvine, CA seeks a Commercial Loan Specialist to support lending staff by preparing loan documents, gathering financial information, and coordinating closings. You will ensure regulatory compliance and accuracy across loan files in a fast-paced environment.

The role requires 0–2 years of loan support experience, a high school diploma, and proficiency in Word/Excel and loan systems; strong analytical and customer-service skills are essential.