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Banner Bank

Posted 5 days ago

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Commercial Loan Specialist (Hybrid)

San DiegoHybrid

AI Summary

Supports commercial lending staff by processing loan closings, preparing loan documents, gathering customer financial information, ordering external reports, and ensuring loan files meet regulatory requirements.

About this role

More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.

With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.

As a Commercial Loan Specialist, you will provide support to commercial lending staff in commercial branches or banking centers. Process loan closings, attain loan perfection, and service loan customers.

In this role you'll have the opportunity to:

  • Prepare all loan request documents. Gather customer income and net worth information. Answer customer questions.
  • Responsible for ordering external agency reports such as titles, insurance, etc.
  • Prepare commitment letters. Arrange for payoff of property liens.
  • Coordinate loan closings and prepare disbursement checks.
  • Responsible for verifying loan system accuracy for boarded loans.
  • Responsible for ensuring each loan file meets bank and regulatory requirements.
  • Responsible for making advances and payments on commercial lines. Balance commercial loan suspense accounts monthly.
  • Responsible for complying with policies, procedures, security requirements, and government regulations.

    • Education & Certifications

  • H.S. Diploma: required (an equivalent combination of education and experience may be considered)

    • Experience

  • 0 to 2 years of commercial loan support experience required

    • Knowledge, Skills and Abilities

  • Demonstrate ability to independently produce accurate work in a deadline driven environment.
  • Possess strong analytical skills with the ability to identify document errors or variances and make corrections.
  • Ability to deliver professional, responsive customer service.
  • Knowledge of accounting principles.
  • Proficient in Word, Excel, and commercial loan systems.
  • Knowledge of state and regulatory requirements pertaining to commercial loans.

    • Travel

  • 0%

    • Compensation & Benefits

  • Targeted starting compensation range is based on location and experience: $27.09 - $31.87
  • Incentive and commission compensation may be awarded for eligible roles
  • Comprehensive employee benefits, including medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
  • 401k (up to 4% match with immediate vesting)
  • Tuition reimbursement

    • Skills

    Accounting PrinciplesCommercial Loan Suspense AccountsCommercial Loan SystemsCommitment LettersDisbursement ChecksExcelLoan PerfectionProperty Lien PayoffState And Regulatory Requirements Pertaining To Commercial LoansWord

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