Commercial Lending Specialist 1 (On-Site)

Plumas Bank; Yuba City (CA); Presencial; USD 33 000 - 47 000; Tempo integral

Resumo da oferta

Plumas Bank is seeking a Commercial Lending Specialist I to provide operational and administrative support to Commercial lenders, underwriters, and credit analysts throughout the loan lifecycle. You will organize files, prepare loans for documentation and closing, and coordinate handoffs across departments.

This role handles ticklers, insurance requirements, required forms, and data entry, ensuring each transaction progresses accurately, completely, and on time.

Qualificações

• High school diploma or GED required.
• Associate degree in business, finance, accounting, or related field preferred.
• 1-2 years of commercial lending, loan operations, documentation, banking support, or related experience preferred.
• Working knowledge of commercial loan documentation, file maintenance, collateral, insurance, tickler systems, and closing processes preferred.
• Proficiency with Microsoft Word, Excel, and applicable Bank systems.

Responsabilidades

• Provide operational and administrative support to Commercial Lenders, Commercial Underwriters, and Commercial Credit Analysts throughout the loan lifecycle.
• Organize files, prepare approved loans for documentation and closing, manage ticklers and insurance requirements, and coordinate handoffs among lending, credit, documentation, appraisal, escrow, compliance, operations, and other departments.
• Assist with data entry, forms, and documentation for routine commercial transactions and follow established checklists and procedures.
• Communicate missing items and escalate exceptions of unfamiliar situations to ensure timely and accurate processing.

Conhecimentos

Commercial lending experience

Microsoft Word

Excel

Bank systems

Formação académica

High school diploma or GED

Associate degree (business/finance/accounting)

Ferramentas

Bank systems

Descrição da oferta de emprego

JOB SUMMARY

The Commercial Lending Specialist I provides operational and administrative support to Commercial Lenders, Commercial Underwriters, and Commercial Credit Analysts throughout the commercial loan lifecycle. The position organizes files, prepares approved loans for documentation and closing, manages ticklers and insurance requirements, completes required forms, and coordinates handoffs among lending, credit, documentation, appraisal, escrow, compliance, operations, and other departments. The role helps ensure each transaction progresses accurately, completely, and on time and does not make credit decisions or perform complex underwriting. A Commercial Lending Specialist I provides foundational file, tickler, insurance, data entry, form and documentation support for routine commercial transactions. Follows established checklists and procedures, maintains accurate records, communicates missing items, and escalates exceptions of unfamiliar situations.

EDUCATION AND EXPERIENCE

• High school diploma or GED required.
• Additional coursework or an associate degree in business, finance, accounting, or a related field preferred.
• 1-2 years of commercial lending, loan operations, documentation, banking support, or related experience preferred.
• Working knowledge of commercial loan documentation, file maintenance, collateral, insurance, tickler systems, and closing processes preferred.
• Proficiency with Microsoft Word, Excel, and applicable Bank systems.

There are many reasons to work for Plumas Bank. Working for a company that has seen significant growth in recent years while still maintaining a family environment are just a couple reasons. Receiving the comprehensive benefits that Plumas Bank offers its' team members is another great reason! Plumas Bank offers competitive benefits. Salary range $24.00 - $34.00 per hour.

Plumas Bank is an Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.