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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.
nAs 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.
nWe are looking for aReal 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.
nEssential Functions:
nnnLoan Documentation and Covenant Review for accuracy between Credit Presentation and CreditLead/nCino
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nnMaintain Files for loan documents for all active & new loans
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nnCreditLead/nCino New Transaction Input and updates
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nnCollection and management of Due Diligence documents for new transactions
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nnMonitor and maintain Reg B Compliance for new transactions
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nnCoordinate Loan Closings, manage loan document collection and distribution in conjunction with Loan Closers
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nnPerform post-close checks for accuracy, clearing exceptions prior to first draw
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nnMay assist with clearing of Reporting Covenants to ensure loan compliance
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nnProcess fees related to canceled/withdrawn loans, good faith deposits, etc.
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nnSubmit Third Party Report requests for bids/services, working with Appraisal, Environmental and Construction Risk Departments to obtain and upload necessary information
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n nQualifications:
nnnRequires a bachelor's degree and 2-4+ years of residential and commercial loan processing, documentation or other directly related experience. A combination of education and experience may meet qualifications.
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nnBasic knowledge of lending procedures, documentation and systems.
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nnLimited use and/or application of basic Real Estate loan administration principles, theories, and concepts.
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nnGood interpersonal and communication skills, both verbal and written.
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nnGood organizational, problem solving and analysis skills.
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nnAbility to meet deadlines and multi-task.
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nnRequires good time management skills. Knowledge of compliance with federal and state regulations pertaining to the banking industry.
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nnSound judgment and decision-making ability.
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nnPersonal computer skills including MS Office, including word processing, spreadsheets.
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n nBenefits:
nnnMedical, Dental and Vision Insurance - START DAY ONE!
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nnLife and Disability Insurance, Paid Parental Leave and Adoption Assistance
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nnHealth Savings (HSA), Flexible Spending (FSA) and dependent care accounts
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nnPaid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
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nn401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
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nnMental health benefits including coaching and therapy sessions
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nnTuition 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
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nnEmployee Ambassador preferred banking products
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n nThis position is eligible to earn a base salary in the range of $82,000 - $108,000 annually depending on job-related factors such as level of experience.
nReq ID:
nEqual Opportunity Employer
nIt is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
nIf you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
nClick here to view applicable Federal, State and/or local employment law posters.
Worksite address
irvine, CA, 92713, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.