Sr. Loan Processor
CalPrivate Bank · San Diego, CA · Yesterday
FinanceFull-time
Duties And Responsibilities
- Primary loan support for Underwriters, Relationship Managers, and Credit Administration.
- Assist Loan Team with gathering, reviewing, and assembling due diligence information and other loan documentation from pre-loan documentation to loan closing.
- Serve as liaison to coordinate the activities of external and internal groups, Loan Team and individuals who are a party to the loan.
- Actively participate with the Loan Team in proactive problem identification or closing obstacles and resolution.
- Manage, coordinate, prioritize multiple loan closings simultaneously and actively. Always maintain a current pipeline.
- Process loan requests as assigned.
- Collateral due diligence and perfection for all types for collateral including real estate. Review and address title exceptions for Lender’s title insurance policy. Review all entity due diligence information, ensure due authority and ownership.
- Prepare and review loan documentation for accuracy and risk management. Coordinate loan signing. Ensure proper collection of all closing fees.
- Affixes and review loan documentation for accuracy and risk management. Coordinate loan signing. Ensure proper collection of all closing fees.
- Affixes and review loan documentation for accuracy and risk management. Coordinate loan signing. Ensure proper collection of all closing fees.
- Follow procedures for submitting the final loan package to Loan Servicing Department for the accurate and timely booking of new and existing loans.
- Follow up on post-closing exceptions and receipt of original signed document. Scan and maintain all pre-closing and post-closing loan file data.
- Responsible for adherence to all loan related compliance laws and regulations; cooperation with compliance related reporting and regulator exam related follow up.
- Maintain current pipeline at all times.
- Special projects as assigned
Qualifications
- Must have 4+ years’ direct commercial and real estate loan processing experience with at least 2 years loan documentation experience.
- Computer skills required include good working knowledge of word processing and spreadsheet applications.
- Skills Needed: Good mathematics, reasoning, oral comprehension skills, Excellent organizational and time management skills, Excellent oral and written communications skills, Active listener, Must consistently provide the highest level of customer service, Must possess a positive, can-do attitude