Commercial Loan Account Specialist Jobs in California
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Job Description: This Commercial Note & Loan Documentation Specialist Position Features: ? Great Pay up to $55k Immediate need for Commercial Note & Loan Documentation Specialist. Must have commercial banking experience. Job Summary: Creating loan documentation and loan processing as opposed to preparing loan packages and managing a portfolio. -Assisting in issuance of Import/Export Letter of Cred...
Summary: To ensure all aspects of banking center policies and procedures are followed, as well as all regulatory compliance requirements. Essential Duties & Responsibilities: Assist in greeting customers as they enter the bank lobby Open and process documentation for new accounts, including IRA’s Process deposits and/or withdrawals Complete verification of deposits and date of death valuations for...
ESSENTIAL FUNCTIONS Prepare underwriting new/renewal loan packages. Underwrite commercial credit report (CCR) of new and renewal loans, and modifications for credit under $1MM. Collect and prepare information to draw loan documents. Check/review loan documents. Coordinate loan closing. Image loan files. Prepare periodic reports. Provide customer service. QUALIFICATIONS College graduate with major...
Major Responsibilities: Proficiency in performing initial and final compliance audits for business and consumer loans, CRA Program, and the National Flood Insurance Program. Write policies and procedures for business and consumer loans, including National Flood Insurance Program and the CRA program. Assist with operational compliance, including Bank Secrecy Act and Anti Money Laundering, security,...
GENERAL SUMMARY: Provide a wide range of online member services. Responsible for completing membership applications, secondary accounts, service requests and daily tasks related to online banking services. DUTIES and RESPONSIBILITIES: Maintain a thorough knowledge of Credit Union Policies, Procedures, Operational Standards and Products and Services Familiar with internal and external resources Eff...
Rabobank, N.A. has an exciting opportunity for a Banking Services Officer in our Ontario Branch! The Banking Services Officer is responsible for branch operations and sales activities. Typically focuses on maintaining customer and deposit base while performing routine operational tasks as needed. Responsibilities will include and are not limited to the following: Directly supervise employees while...
Rabobank, N.A. has an exciting opportunity for a Banking Services Representative in our Hemet Branch! The Banking Services Representative will ensure the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer’s immediate and future financial needs resulting in outcomes that define a gr...
Rabobank, N.A. has an exciting opportunity for a Banking Services Representative in our Murrieta Branch! The Banking Services Representative will ensure the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer’s immediate and future financial needs resulting in outcomes that define a...
Rabobank, N.A. has an exciting opportunity for a Banking Services Representative in our Tracy Branch! The Banking Services Representative will ensure the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer’s immediate and future financial needs resulting in outcomes that define a gr...
Fremont Bank founded in 1964, one of the oldest independently owned and managed banks in the Bay Area; voted one of the Top Workplaces 2013, has an immediate opening for a Director, Branch Banking in Fremont, CA. Position Overview: The Director, Branch Banking will report to VP, Retail Banking, Community Banking and manages one location as the Branch Manager and 4-8 additional branches. Director,...
Business Banking serves the banking needs of businesses with $.5 million to $20 million in revenue. The Relationship Manager (RM) manages a portfolio of these clients and is a key role in the field organization, building relationships by providing financial advice to business clients with a focus on client experience and risk management. Business Banking is looking for an RM to develop new busines...
We have a Private Banking Relationship Officer position available in Beverly Hills branch location for our client – a Global Bank. This exciting program offers a SALARY plus incentive - based on your outstanding performance. You must be able to juggle multiple priorities and support 2 Private Banking Relationship Managers who sell multiple products to high net worth clients. Ideal candidate has de...
Western is looking for talented, energetic, service-oriented people to join our team! Are You… Friendly? Down-to-earth? Interested in a long-term career? Passionate about helping people meet their financial goals? Goal oriented? …Then Western is Looking for You! When you work for Western Federal Credit Union, you will join a team of talented professionals who are passionate about teamwork, outstan...
Rabobank, N.A. has an exciting opportunity for a Banking Services Representative in our Oroville Branch! The Banking Services Representative will ensure the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer’s immediate and future financial needs resulting in outcomes that define a...
Our Los Angeles law firm client is seeking a top-level Corporate Paralegal with seven years of experience in the banking, finance and real estate practice areas. The Corporate Paralegal candidate will assist with the representation of banks, financial institutions and high-net worth borrowers in connection with financial transactions ranging from leveraged financings to Chapter 11 exit financings,...
JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.1 trillion, $164.7 billion in stockholders' equity and operations in more than 60 countries. Our clients include millions of U.S. consumers and many of the world's most prominent corporations, institutions, and governments. Our Asset Management franchise, which includes J.P. Morgan Private Bank, is one of the larges...
POSITION DESCRIPTION FLSA STATUS (check one): Exempt: X Non-Exempt: POSITION TITLE: Branch Manager II CORPORATE TITLE (check one): AVP VP SVP EVP SALARY GRADE: DIVISION/DEPARTMENT: Branch Banking Reporting Relationships: Position Reports to: Director of Operations Positions Supervised: Operations Supervisor, Senior Customer Service Supervisor NOTE: This level is assigned to branches of moderate si...
At BBCN Bank, our highly qualified employees are our most valuable assets. Our philosophy is to present innovative banking products combined with excellent service to our customers. BBCN employees exude this belief, as they always make certain that the customer is their first priority. We are always looking for quality people to add to our competent and capable team. BBCN offers various opportunit...
Do you believe in providing exceptional service? Do you love working with people? Are you passionate about working in a team environment? Do you take ownership to deliver the best? If you answered yes to these questions, then Western Federal Credit Union is the place for you! Western is seeking a Loan Sales Specialist to assist members with questions regarding their payoff amount on any Western ve...
Decision Strategy Manager- Marketing Analytics (Banking/Statistics) San Francisco, CA, USA $120,000- $200,000 + Bonus Job Description Consumer Lending Group (CLG) is an industry leader in supporting homeowners and consumers. We put customers at the center of all that we do. We make every decision - and design every product and service - with our customers in mind. The CLG team includes Home Lendin...
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Banking Career Tools
Commercial Loan Account Specialist
$30,000.00 - $120,000.00
Typical Salary for Commercial Loan Account Specialist in California
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Commercial Loan Account Specialist
Completes loans by gathering, verifying, entering, and retrieving loan data.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Attention to Detail
Reviews loan advances by verifying credit limits, commitment expirations, and account statuses; notifying the loan officer.
Encodes new-loan input forms by extracting information from the loan data worksheet; coding it for the system.
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