Lending Operations Executive Assistant — Loan Processing Pro

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

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