Real Estate Loan Administrator - Irvine, CA

California Bank & Trust; Irvine (CA); On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

Paid Time Off

401(k) Plan with Company Match

Mental health benefits

Tuition Reimbursement

Job summary

California Bank & Trust in Irvine, CA seeks a Real Estate Loan Administrator to ensure accuracy and compliance of real estate transactions from loan approval to funding. You will review due diligence, surveys, title reports, and settlement statements, and coordinate with borrowers, attorneys, and closing agents to move from loan closure to disbursement.

The role requires a bachelor's degree and 2+ years in loan processing; strong communication, organization, and time-management skills, and

Qualifications

• Requires a bachelor's degree and 2+ years of residential and commercial loan processing, documentation or other related experience.
• Basic knowledge of lending procedures, documentation and systems.
• Good interpersonal and communication skills, both verbal and written.
• Good organizational, problem solving and analysis skills.
• Ability to meet deadlines and multi-task.
• Knowledge of compliance with federal and state regulations pertaining to the banking industry.
• Sound judgment and decision-making ability.
• Personal computer skills including MS Office, including word processing and spreadsheets.

Responsibilities

• Coordinates the closing of residential and commercial real estate loans in accordance with loan approval terms, legal requirements and bank policy.
• Contacts borrowers, attorneys, and companies to ensure completeness of documents.
• Performs document negotiations and preparation of settlement statements.
• Reviews preliminary title reports, exceptions, surveys and due diligence.
• Prepares the loan for transition to the disbursement analyst.
• Works in a fast-paced, deadline-driven environment.

Skills

Communication skills

Time management

Organization

Problem solving

Education

Bachelor's degree

Tools

MS Office

Job description

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are looking for a Real Estate Loan Administrator in Irvine, CA. This role focuses on securing the accuracy and compliance of our real estate transactions from loan approval to funding. By meticulously reviewing due diligence—including surveys, title reports, and settlement statements—and partnering directly with borrowers, attorneys, and closing agents, you will safeguard bank policies and drive a seamless transition from loan closure to active disbursement.

Essential Functions

• Coordinates the closing of residential and commercial real estate loans in accordance with loan approval terms, legal requirements and bank policy.
• Contacts companies, borrowers and attorneys to ensure completeness of documents.
• Performs document negotiations, calculations and preparation of settlement statements.
• Reviews preliminary title reports, exceptions, surveys and project due diligence.
• Prepares the loan for transition to the disbursement analyst.
• Works in a fast paced, deadline driven environment.
• Other duties as assigned.

Qualifications

• Requires a bachelor's degree and 2+ years of residential and commercial loan processing, documentation or other directly related experience. A combination of education and experience may meet qualification.
• Basic knowledge of lending procedures, documentation and systems.
• Limited use and/or application of basic Real Estate loan administration principles, theories, and concepts.
• Good interpersonal and communication skills, both verbal and written.
• Good organizational, problem solving and analysis skills.
• Ability to meet deadlines and multi-task.
• Requires good time management skills. Knowledge of compliance with federal and state regulations pertaining to the banking industry.
• Sound judgment and decision-making ability.
• Personal computer skills including MS Office, including word processing, spreadsheets.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $33 - $39 annually depending on job-related factors such as level of experience.