Strategic Loan Officer & Client Growth

Schertzbank; San Marcos (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Schertz Bank & Trust is seeking a Loan Officer to identify, acquire and grow business relationships that generate loan commitments and deposits. The role reports to the Chief Lending Officer and sits in the Loans department in San Marcos.

Responsibilities include developing client relationships, managing portfolios, evaluating credit, and guiding customers through loan life cycles with attention to compliance and accuracy.

Qualifications

• Minimum 3 years related experience.
• Strong financial analysis and credit evaluation skills.
• Excellent written and verbal communication skills.
• Ability to manage priorities and meet deadlines.

Responsibilities

• Develops potential clientele in line with authority levels.
• Manages portfolios and monitors account risk.
• Assists borrowers seeking loans or lines of credit with significant amounts.

Skills

Financial analysis

Credit evaluation

Customer service

Interpersonal skills

Documentation

Time management

Job description

Schertz Bank & Trust is seeking a Loan Officer to identify, acquire and grow business relationships that generate loan commitments and deposits. The role reports to the Chief Lending Officer and sits in the Loans department in San Marcos.

Responsibilities include developing client relationships, managing portfolios, evaluating credit, and guiding customers through loan life cycles with attention to compliance and accuracy.