Senior Loan Administrator
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. We should not repeat job title as heading. We need to preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The posting includes EEO statement at end; we should remove that. Also remove "If you require reasonable accommodation..." maybe considered EEO; remove. Also remove "Banc of California is an equal opportunity employer..." etc. Also remove "SALARY RANGE" maybe we keep as Pay section. Also we have "How We’ll Support You" which is benefits. Also maybe "How You’ll Make a Difference" is responsibilities. Also "What You’ll Bring" is qualifications/requirements. Also maybe "THE OPPORTUNITY" could be About the role? Actually "THE OPPORTUNITY" describes role responsibilities high-level; but we already have responsibilities section. Could treat "THE OPPORTUNITY" as About the role (summary). We'll include About the role heading with that paragraph.
We need to output only HTML fragment, no /. Use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep details from each section.
Let's extract content:
Company description paragraph: "BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!"
That's a lot; we can keep as prose under About the role.
"The OPPORTUNITY" paragraph: "The Senior Loan Administrator is responsible for independent decision-making, the review and analysis of loan transactions, and the timely processing of loan transactions from application through funding and closing of the loan. In addition, this function provides support to all loan parties and is responsible to perform all essential duties related to the collection and review of due diligence and closing and funding. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates."
We could put that under About the role as well, but maybe better to have About the role = company overview, and Responsibilities = detailed duties. However the instruction says include a section ONLY when posting has real specific content. We have responsibilities detailed later in "How You’ll Make a Difference". So we could treat "THE OPPORTUNITY" as a brief summary; we could still include it under About the role or maybe as a separate "Overview". But headings limited to given examples; we can use About the role for company overview and role summary. We'll combine.
Now responsibilities: "How You’ll Make a Difference" includes many bullet-like sentences but not formatted as list. We need to convert to
- for any list of duties/requirements/benefits. The text is a long paragraph with many sentences separated by line breaks? It appears as a paragraph with many sentences. We need to decide if we treat each sentence as a list item? The instruction: Use
- for any list of duties/requirements/benefits. The posting does not explicitly use bullet points, but it's a list of duties. We should convert each duty into a list item. However we must preserve all substantive information; we can split by sentences or by logical duties. The text is long; we can break at each sentence that starts with a verb (e.g., "Conduct thorough review..."). Let's parse.
The text after "How You’ll Make a Difference" (starting after that heading) is:
"Conduct thorough review of the loan file/loan package to ensure it includes all relevant documentation required for the transaction.
Independently analyze transaction types and determine necessary due diligence items and legal documents required to ensure accurate closings and compliance with bank and regulatory requirements and procedures.Senior Loan Administrator collaborates closely and effectively manages expectations with client, Relationship Managers, and others on the loan team to ensure timely closing of loansHandle complex loans, including those involving outside legal documentation and correspondence, as well as, transactions involving Syndications/Participations and Specialized Lending.Perform the pre-funding validation of the internal “SOX control” related to loan origination funding.Solely responsible for identifying any open items timely and work with appropriate parties to collect the necessary items Manage and update open items list as received and reviewed. Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely manner.Order flood certification and complete requirements according to company and regulatory requirements including but not limited to sending and receiving the flood notice from the Borrower if the loan is in a flood zone. Completing the flood calculator to ensure appropriate flood insurance is in place. Possesses expertise in reviewing evidence of insurance to confirm coverage is in compliance with bank and regulatory requirements. May Perform final review of the flood calculator, flood determinations and flood insurance requirements for accuracy, ensuring accordance with NFIP guidelines and bank policy. Order preliminary/proforma title reports, exceptions, and plotted easements and survey if applicable to identify any potential issues, discuss with the Title Officer and Underwriter as to the best course of action; Request revisions directly with the title company, if any.Order 3rd party collateral reports such as appraisal, environmental, transaction screen assessment reports as needed. Review for potential issues and order additional reports as dictated by findings/conclusions.Open escrow and title as needed, coordinate to schedule closings and ensure escrow settlement is accurate prior to funding and closing on the loan.Independently review and validate entity structure and organizational documents to verify management/control. In addition to receipt of all required entity documents, Senior Loan Administrator is responsible for obtaining additional documentation to support the review of entity documents such as the Certificate of Good Standing, Statement of Information, trust certification for applicable parties.Prepare lenders instruction letter without oversight when escrow is involved.Independently complete the loan closing and funding package, preparing the balancing sheet, wire(s) and final checklist to evidence the final pre-funding review requirements before funding and submitting the loan package for boarding.Assist in the perfection of collateral including but not limited to filing of UCC1 and ordering of Tax Service Contracts.Perform all post-closing follow up including receipt of title policy/endorsement, recorded DOT and any other collateral or trailing documentation without oversight.Ensure appropriate bank-controlled accounts are opened by the Business Unit and applicable holds are on the account(s).Respond to inquiries from customers, relationship managers and/or interdepartmental personnel concerning status of loan closing. Works closely with outside counsel to keep closing checklist up to date, participates on calls related to the loan closing and regular follow-up with client to make sure closing checklist items are received timely.Monitor loan pipeline and track progress by updating nCino Loan Admin Workflow report as needed.Track good faith deposits and/or rate lock expiration dates and have RM’s request extensions as necessary.Request payoff demands from existing lender.Process withdrawn/declined transactions including preparation of balancing spreadsheet for refunds, prepare and send adverse action letter if applicable.Maintains a professional and courteous attitude and demonstrate a true concern for internal and external clients.Ensure all necessary final documents and due diligence are saved to the banks official document repository. Cross-train junior Loan Administrators. Provide backup support for the Loan Administration team as needed.Ability to work independently with minimal supervision.Possess specialized knowledge of the loan boarding function, terminology, policies and procedures and may be required to perform the due diligence requirements for commercial loan purchases.Follow all established policies and procedures.Perform other duties and projects as assigned."
We need to split into list items. Many sentences run together without spaces; we need to insert appropriate breaks. We'll manually split at each period that ends a sentence, but some sentences lack spaces after period (e.g., "...procedures.Senior Loan Administrator..."). We'll handle.
Let's rewrite responsibilities as list items:
- Conduct thorough review of the loan file/loan package to ensure it includes all relevant documentation required for the transaction.
- Independently analyze transaction types and determine necessary due diligence items and legal documents required to ensure accurate closings and compliance with bank and regulatory requirements and procedures.
- Senior Loan Administrator collaborates closely and effectively manages expectations with client, Relationship Managers, and others on the loan team to ensure timely closing of loans.
- Handle complex loans, including those involving outside legal documentation and correspondence, as well as transactions involving Syndications/Participations and Specialized Lending.
- Perform the pre-funding validation of the internal “SOX control” related to loan origination funding.
- Solely responsible for identifying any open items timely and work with appropriate parties to collect the necessary items.
- Manage and update open items list as received and reviewed.
- Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely manner.
- Order flood certification and complete requirements according to company and regulatory requirements including but not limited to sending and receiving the flood notice from the Borrower if the loan is in a flood zone.
- Completing the flood calculator to ensure appropriate flood insurance is in place.
- Possesses expertise in reviewing evidence of insurance to confirm coverage is in compliance with bank and regulatory requirements.
- May perform final review of the flood calculator, flood determinations and flood insurance requirements for accuracy, ensuring accordance with NFIP guidelines and bank policy.
- Order preliminary/proforma title reports, exceptions, and plotted easements and survey if applicable to identify any potential issues, discuss with the Title Officer and Underwriter as to the best course of action; Request revisions directly with the title company, if any.
- Order 3rd party collateral reports such as appraisal, environmental, transaction screen assessment reports as needed. Review for potential issues and order additional reports as dictated by findings/conclusions.
- Open escrow and title as needed, coordinate to schedule closings and ensure escrow settlement is accurate prior to funding and closing on the loan.
- Independently review and validate entity structure and organizational documents to verify management/control. In addition to receipt of all required entity documents, Senior Loan Administrator is responsible for obtaining additional documentation to support the review of entity documents such as the Certificate of Good Standing, Statement of Information, trust certification for applicable parties.
- Prepare lenders instruction letter without oversight when escrow is involved.
- Independently complete the loan closing and funding package, preparing the balancing sheet, wire(s) and
- for any list of duties/requirements/benefits. Use
for prose. We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep details from each section. Let's extract content: Company description paragraph: "BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!" That's a lot; we can keep as prose under About the role. "The OPPORTUNITY" paragraph: "The Senior Loan Administrator is responsible for independent decision-making, the review and analysis of loan transactions, and the timely processing of loan transactions from application through funding and closing of the loan. In addition, this function provides support to all loan parties and is responsible to perform all essential duties related to the collection and review of due diligence and closing and funding. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates." We could put that under About the role as well, but maybe better to have About the role = company overview, and Responsibilities = detailed duties. However the instruction says include a section ONLY when posting has real specific content. We have responsibilities detailed later in "How You’ll Make a Difference". So we could treat "THE OPPORTUNITY" as a brief summary; we could still include it under About the role or maybe as a separate "Overview". But headings limited to given examples; we can use About the role for company overview and role summary. We'll combine. Now responsibilities: "How You’ll Make a Difference" includes many bullet-like sentences but not formatted as list. We need to convert to
- for any list of duties/requirements/benefits. The text is a long paragraph with many sentences separated by line breaks? It appears as a paragraph with many sentences. We need to decide if we treat each sentence as a list item? The instruction: Use
- for any list of duties/requirements/benefits. The posting does not explicitly use bullet points, but it's a list of duties. We should convert each duty into a list item. However we must preserve all substantive information; we can split by sentences or by logical duties. The text is long; we can break at each sentence that starts with a verb (e.g., "Conduct thorough review..."). Let's parse. The text after "How You’ll Make a Difference" (starting after that heading) is: "Conduct thorough review of the loan file/loan package to ensure it includes all relevant documentation required for the transaction. Independently analyze transaction types and determine necessary due diligence items and legal documents required to ensure accurate closings and compliance with bank and regulatory requirements and procedures.Senior Loan Administrator collaborates closely and effectively manages expectations with client, Relationship Managers, and others on the loan team to ensure timely closing of loansHandle complex loans, including those involving outside legal documentation and correspondence, as well as, transactions involving Syndications/Participations and Specialized Lending.Perform the pre-funding validation of the internal “SOX control” related to loan origination funding.Solely responsible for identifying any open items timely and work with appropriate parties to collect the necessary items Manage and update open items list as received and reviewed. Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely manner.Order flood certification and complete requirements according to company and regulatory requirements including but not limited to sending and receiving the flood notice from the Borrower if the loan is in a flood zone. Completing the flood calculator to ensure appropriate flood insurance is in place. Possesses expertise in reviewing evidence of insurance to confirm coverage is in compliance with bank and regulatory requirements. May Perform final review of the flood calculator, flood determinations and flood insurance requirements for accuracy, ensuring accordance with NFIP guidelines and bank policy. Order preliminary/proforma title reports, exceptions, and plotted easements and survey if applicable to identify any potential issues, discuss with the Title Officer and Underwriter as to the best course of action; Request revisions directly with the title company, if any.Order 3rd party collateral reports such as appraisal, environmental, transaction screen assessment reports as needed. Review for potential issues and order additional reports as dictated by findings/conclusions.Open escrow and title as needed, coordinate to schedule closings and ensure escrow settlement is accurate prior to funding and closing on the loan.Independently review and validate entity structure and organizational documents to verify management/control. In addition to receipt of all required entity documents, Senior Loan Administrator is responsible for obtaining additional documentation to support the review of entity documents such as the Certificate of Good Standing, Statement of Information, trust certification for applicable parties.Prepare lenders instruction letter without oversight when escrow is involved.Independently complete the loan closing and funding package, preparing the balancing sheet, wire(s) and final checklist to evidence the final pre-funding review requirements before funding and submitting the loan package for boarding.Assist in the perfection of collateral including but not limited to filing of UCC1 and ordering of Tax Service Contracts.Perform all post-closing follow up including receipt of title policy/endorsement, recorded DOT and any other collateral or trailing documentation without oversight.Ensure appropriate bank-controlled accounts are opened by the Business Unit and applicable holds are on the account(s).Respond to inquiries from customers, relationship managers and/or interdepartmental personnel concerning status of loan closing. Works closely with outside counsel to keep closing checklist up to date, participates on calls related to the loan closing and regular follow-up with client to make sure closing checklist items are received timely.Monitor loan pipeline and track progress by updating nCino Loan Admin Workflow report as needed.Track good faith deposits and/or rate lock expiration dates and have RM’s request extensions as necessary.Request payoff demands from existing lender.Process withdrawn/declined transactions including preparation of balancing spreadsheet for refunds, prepare and send adverse action letter if applicable.Maintains a professional and courteous attitude and demonstrate a true concern for internal and external clients.Ensure all necessary final documents and due diligence are saved to the banks official document repository. Cross-train junior Loan Administrators. Provide backup support for the Loan Administration team as needed.Ability to work independently with minimal supervision.Possess specialized knowledge of the loan boarding function, terminology, policies and procedures and may be required to perform the due diligence requirements for commercial loan purchases.Follow all established policies and procedures.Perform other duties and projects as assigned." We need to split into list items. Many sentences run together without spaces; we need to insert appropriate breaks. We'll manually split at each period that ends a sentence, but some sentences lack spaces after period (e.g., "...procedures.Senior Loan Administrator..."). We'll handle. Let's rewrite responsibilities as list items: - Conduct thorough review of the loan file/loan package to ensure it includes all relevant documentation required for the transaction. - Independently analyze transaction types and determine necessary due diligence items and legal documents required to ensure accurate closings and compliance with bank and regulatory requirements and procedures. - Senior Loan Administrator collaborates closely and effectively manages expectations with client, Relationship Managers, and others on the loan team to ensure timely closing of loans. - Handle complex loans, including those involving outside legal documentation and correspondence, as well as transactions involving Syndications/Participations and Specialized Lending. - Perform the pre-funding validation of the internal “SOX control” related to loan origination funding. - Solely responsible for identifying any open items timely and work with appropriate parties to collect the necessary items. - Manage and update open items list as received and reviewed. - Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely manner. - Order flood certification and complete requirements according to company and regulatory requirements including but not limited to sending and receiving the flood notice from the Borrower if the loan is in a flood zone. - Completing the flood calculator to ensure appropriate flood insurance is in place. - Possesses expertise in reviewing evidence of insurance to confirm coverage is in compliance with bank and regulatory requirements. - May perform final review of the flood calculator, flood determinations and flood insurance requirements for accuracy, ensuring accordance with NFIP guidelines and bank policy. - Order preliminary/proforma title reports, exceptions, and plotted easements and survey if applicable to identify any potential issues, discuss with the Title Officer and Underwriter as to the best course of action; Request revisions directly with the title company, if any. - Order 3rd party collateral reports such as appraisal, environmental, transaction screen assessment reports as needed. Review for potential issues and order additional reports as dictated by findings/conclusions. - Open escrow and title as needed, coordinate to schedule closings and ensure escrow settlement is accurate prior to funding and closing on the loan. - Independently review and validate entity structure and organizational documents to verify management/control. In addition to receipt of all required entity documents, Senior Loan Administrator is responsible for obtaining additional documentation to support the review of entity documents such as the Certificate of Good Standing, Statement of Information, trust certification for applicable parties. - Prepare lenders instruction letter without oversight when escrow is involved. - Independently complete the loan closing and funding package, preparing the balancing sheet, wire(s) and
- for any list of duties/requirements/benefits. The text is a long paragraph with many sentences separated by line breaks? It appears as a paragraph with many sentences. We need to decide if we treat each sentence as a list item? The instruction: Use