Operations & Lending Executive Assistant

Australia-Employment; Santa Barbara (CA); On-site; USD 62,000 - 75,000; 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 an Operations & Lending Executive Assistant to support loan processing on-site in Santa Barbara, CA. The role demands accuracy in borrower information, strong analytical skills, and the ability to manage closing documentation and regulatory compliance.

The position offers career growth, competitive benefits, profit sharing, and an annual bonus, with responsibilities spanning from underwriting support to regional branch coordination.

Qualifications

• Up to 1 year of commercial loan processing experience or equivalent preferred.
• Proficiency with Microsoft Office Suite required.
• Strong time management and organizational 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.
• Initiate and manage ordering of appraisals, credit reports, and other due diligence items for underwriting.
• Prepare loan worksheets for approval, coordinate document preparation, and review loan documents for accuracy and completeness.
• Compile and manage closing documentation; facilitate loan signing processes and ensure smooth loan closings.
• Maintain 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.
• Ensure adherence to all federal and state regulations, internal policies, and bank security procedures.

Skills

Mathematics

Analytical thinking

Customer service

MS Office

Typing

Time management

Organizational skills

Active listening

Communication

Interpersonal skills

Tools

Laserfiche

Job description

Operations & Lending Executive Assistant

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

Operations & Lending Executive Assistant need for 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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