Commercial Loan Operations Specialist

Banner Bank; Carlsbad (CA); On-site; USD 37,000 - 44,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Paid time off & holidays

401k match and retirement benefits

Tuition reimbursement

Job summary

Banner Bank is seeking a Commercial Loan Specialist in Carlsbad, CA to support our lending team. You will prepare loan documents, collect income information, coordinate closings and verify loan system accuracy to ensure compliant file processing.

The ideal candidate has a HS Diploma and up to 2 years of commercial loan support experience, with strong Excel and loan systems knowledge. Banner Bank offers comprehensive benefits and a collaborative work culture.

Qualifications

• HS Diploma required or equivalent experience.
• Strong analytical skills and attention to detail are essential.
• Knowledge of accounting principles and regulatory requirements.

Responsibilities

• Prepare loan request documents and gather income and net worth information.
• Order external reports (titles, insurance, etc.) and prepare commitment letters.
• Coordinate loan closings and verify system accuracy for boarded loans.
• Ensure compliance with bank policies and regulatory requirements.
• Balance suspense accounts and manage disbursement checks.

Skills

Deadline driven

Analytical skills

Customer service

Accounting principles

Word & Excel

Loan systems knowledge

Regulatory knowledge

Education

HS Diploma

Tools

Loan processing software

Job description

Banner Bank is seeking a Commercial Loan Specialist in Carlsbad, CA to support our lending team. You will prepare loan documents, collect income information, coordinate closings and verify loan system accuracy to ensure compliant file processing.

The ideal candidate has a HS Diploma and up to 2 years of commercial loan support experience, with strong Excel and loan systems knowledge. Banner Bank offers comprehensive benefits and a collaborative work culture.