Lending Operations Executive Assistant

Jobot; Santa Barbara (CA); On-site; USD 41,000 - 50,000; Full time

Benefits offered by this job

Career growth

Strong benefits (M,D,V, and 401k)

Profit sharing contribution

Annual Bonus

Job summary

Jobot is seeking a Lending Operations Executive Assistant in Santa Barbara, CA for a permanent, on-site role paying $30-$36 per hour. You will support loan processing, ensure documentation accuracy, and help with closing coordination.

The ideal candidate has up to 1 year of commercial loan processing experience, strong math and analytical skills, and proficiency with Microsoft Office and Laserfiche. You will work closely with loan officers to keep pipelines moving, while ensuring CIP/CDD

Qualifications

• Up to 1 year of commercial loan processing experience or equivalent preferred.
• Proficiency with Laserfiche and Microsoft Office Suite.
• Strong numerical and analytical abilities.

Responsibilities

• Verify and assess the accuracy of borrower information and supporting documentation throughout the loan application process.
• Identify, investigate, and resolve discrepancies across loan origination and servicing with minimal supervisory oversight.
• Review complex organizational and entity documentation to determine authorized signers and validate approval authorities.
• Ensure full compliance with CIP and CDD requirements.
• Independently initiate and manage ordering of appraisals, credit reports, and other due diligence items for underwriting.
• Prepare loan worksheets for approval and coordinate document preparation and reviews.
• Compile and manage closing documentation; facilitate loan signing and closings.
• Maintain and organize electronic loan files in Laserfiche according to internal standards.
• Support loan officers with portfolio management by tracking post-closing items and loan maturities.
• Provide regional support to additional branches as assigned by the Regional Lending Specialist Coordinator.
• Ensure adherence to all federal/state regulations, internal policies, and bank security procedures.

Skills

Analytical skills

Customer service

Microsoft Excel

Data entry

Time management

Communication skills

Active listening

Tools

Laserfiche

Microsoft Excel

Word

Outlook

Job description

Lending Operations Executive Assistant

$30 - $36 per hour | Santa Barbara, CA | On-site | Permanent

Lending Operations Executive Assistant need for well-established California bank that has been in operation for over 100 years

We are a well-established California bank that has been in operation for over 100 years

A bit about us:

We are a well-established California bank that has been in operation for over 100 years

Why join us?

• Career growth
• Strong benefits (M,D,V, and 401k)
• Profit sharing contribution
• Annual Bonus

Job Details

Key Responsibilities

• Verify and assess the accuracy of borrower information and supporting documentation throughout the loan application process.
• Identify, investigate, and resolve discrepancies across loan origination and servicing with minimal supervisory oversight.
• Review complex organizational and entity documentation to accurately determine authorized signers and validate approval authorities.
• Ensure full compliance with Customer Identification Program (CIP) and Customer Due Diligence (CDD) requirements.
• Independently initiate and manage the ordering of appraisals, credit reports, UCC searches, and other due diligence items required for underwriting.
• Prepare loan worksheets for approval, coordinate document preparation, and conduct thorough reviews of loan documents for accuracy and completeness.
• Compile and manage closing documentation; facilitate loan signing processes and ensure smooth loan closings.
• Maintain and organize electronic loan files in Laserfiche in accordance with internal standards.
• Support loan officers with portfolio management by tracking post-closing items, monitoring loan maturities, and collecting annual financial statements.
• Provide regional support to additional branches as assigned by the Regional Lending Specialist Coordinator.
• Ensure adherence to all federal and state regulations, internal policies, and bank security procedures.

Knowledge, Skills and Abilities

• Strong foundational mathematics and analytical skills
• Proven critical thinking, sound judgment, and problem-solving abilities.
• Outstanding customer service and client support skills
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
• Accurate and efficient typing/data entry skills
• Strong time management and organizational abilities
• Active listening skills with a demonstrated ability to quickly learn new processes.
• Effective written and verbal communication skills
• Professional interpersonal skills with the ability to collaborate respectfully with supervisors and colleagues.
• Ability to remain calm and professional when managing difficult, upset, or challenging individuals.
• Skilled in assessing client concerns, resolving issues independently, and escalating appropriately when needed.

Experience

Up to 1 year of commercial loan processing experience or equivalent preferred

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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