Commercial Loan Processing Specialist

Oak-Valley-Community-Bank; Roseville (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Oak Valley Community Bank in Roseville, CA seeks a Commercial Loan Assistant to support loan documentation requests, coordinate with underwriters and loan officers, and help manage loan portfolios. You will ensure documents meet policy and regulatory requirements before processing new loans, renewals, and extensions.

Responsibilities include loan intake, workflow creation in lending software, escrow coordination, reports, and customer inquiries.

Qualifications

• High school diploma or equivalent is required.
• Experience in banking/financial services with commercial credit or loan processing is preferred.
• Strong organizational skills and attention to detail are essential.
• Proficiency in loan processing software and Microsoft Office Suite is required.

Responsibilities

• Reviews incoming loan requests or updated financial packages for accuracy.
• Creates workflows for loan applications onto the commercial lending software for further review and underwriting.
• Works closely with underwriters and Commercial Loan Officers to obtain a complete loan package.
• Coordinates the timing of approval, including obtaining or ordering financials, tax returns, appraisals, prelims, and other necessary reports.
• Manages the overall process and integrity of Loan Documentation Requests upon loan approval.
• Compiles and coordinates complete loan documentation packages, including entity documentation, preliminary title reports, UCC searches, and other necessary items.
• Coordinates the opening of escrows, obtains title fees, and orders third-party required reports.
• Responds to routine customer and internal inquiries regarding loan servicing; processes withdrawn or declined loan applications and prepares adverse action notices; provides customer service and assists in resolving issues within assigned authority.
• Assists Commercial Loan Officer and Construction Servicing in the preparation of construction loan budgets.

Skills

Strong organizational skills

Attention to detail

Excellent communication skills

Education

High school diploma or equivalent

Associate's degree in finance, business, or a related field

Tools

Loan processing software

Microsoft Office Suite

Job description

Oak Valley Community Bank in Roseville, CA seeks a Commercial Loan Assistant to support loan documentation requests, coordinate with underwriters and loan officers, and help manage loan portfolios. You will ensure documents meet policy and regulatory requirements before processing new loans, renewals, and extensions.

Responsibilities include loan intake, workflow creation in lending software, escrow coordination, reports, and customer inquiries.