Top 20 Loan documentation specialist Jobs in Gilroy, Ca

Loan Documentation Specialist
West Coast Community Bank —Watsonville, CA
- $21 - $31 an hour
- Overtime
- Computer literacy
- Mid-level
- Office
- Paid holidays
- Health insurance
FINANCIAL AID SPECIALIST I
San Jose/Evergreen Community College District —San Jose, CA
- $61,242 - $74,835 a year
- Full-time
- Writing skills
- English
- Office
- Paid holidays
- Disability insurance
Credit Solutions Advisor - Almaden Valley
Bank of America —San Jose, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Credit Solutions Advisor - 41st & Capitola
Bank of America —Capitola, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Credit Solutions Advisor - Capitol & Aborn - Preferred Vietnamese
Bank of America —San Jose, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Dept Specialist Key Carrier-Lucky- 1150 S. Main Street, Salinas, CA 93901
The Save Mart Companies —Salinas, CA
- $17.25 - $27.00 an hour
- 18 years or older
- Merchandising
- Basic math
- AD&D insurance
- Health insurance
Quick Apply
Pediatrician
CLINICA DE SALUD DEL VALLE DE SALINAS —Salinas, CA
- $241,000 - $301,000 a year
- Full-time
- Medicine
- Computer literacy
- Writing skills
- Wellness program
- Health insurance
Manager of Technical Sales Specialists - Cell and Gene Therapy - Remote, Northeast
Sartorius —United States
- $140,000 - $180,000 a year
- Full-time
- Remote
- Up to 50% travel
- Product management
- Travel
- Health savings account
- AD&D insurance

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FINANCIAL AID SPECIALIST I
San Jose/Evergreen Community College District —San Jose, CA
Graduation from high school supplemented by college course work in business, accounting, social services or related field.
$61,242 - $74,835 a year

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Processing of work - mail sorting, check processing, data entry, document retrieval and review, account research. High School Diploma or equivalent.
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loan documentation specialist jobs near gilroy, ca

Loan Documentation Specialist

West Coast Community Bank -
Watsonville, CA

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Job Details

$21 - $31 an hour

Benefits

Paid holidays
Health insurance
Dental insurance
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance

Qualifications

Computer operation
Compliance with loan regulations
Regulatory compliance
Customer inquiry handling
Documentation tools
Productivity software

Full Job Description

Description:

Who We Are

West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area.

Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.

Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.

Position Overview

This is an on-site position at our Watsonville location.

The Loan Documentation Specialist prepares accurate, compliant loan documentation in LaserPro based on approved loan terms and conditions. This role reviews and validates borrower, corporate, and collateral information to ensure documentation aligns with credit approvals, internal policies, and regulatory requirements. The Loan Documentation Specialist partners closely with Loan Processors and Relationship Managers to resolve exceptions, obtain missing items, and incorporate updates, while responding to inquiries professionally and promptly. The position also maintains ongoing compliance through required training and adherence to bank procedures and applicable state and federal regulations.

Essential Job Functions

Prepares loan documentation in Laser Pro in an accurate and timely manner as loan was approved.
Review the documentation to ensure they correctly describe the intended terms and conditions of the loan and follow loan policies and procedures.
Reviews and interprets the loan requests, terms, and conditions, to the related Borrower, and collateral documentation to accurately structure and document the loan to ensure adherence to requirements.
Confers with Loan Processors and/or Relationship Managers, as necessary, for any pending items, corrections and/or revisions, as well as any updated loan information for the file.
Verifies proper approvals through the credit write up
Validate information required for documentation; obtain a thorough review of corporate and collateral documentation, including but not limited to:
- Flood determinations
- Lien searches
- Title searches
- Completeness and compliance with loan approval guidelines and internal policies
Respond to and resolve Relationship Managers inquiries with professionalism and promptness
Successful completion of all compliance and training courses assigned by the Bank
Adhere to and comply with Bank policies and procedures
Adhere to and comply with state, federal and other governmental rules and regulations
Performs additional duties as assigned that are consistent with the business needs of the Bank and the scope, responsibilities, and level of the role.

Requirements:

AA Business Administration or equivalent
Prior banking experience a plus
3-5 years’ experience working in a loan servicing setting preferred

Requisite Skills

Strong organizational skills
Excellent verbal and written communication skills
Proficient in Microsoft Office Suite
Detail oriented
Familiar with company software and processing procedures
Knowledge of all bank lending rules and regulations
Ability to work with minimum direction
Trustworthiness and the ability to act with integrity
Regular, reliable and punctual attendance

Benefits

Medical, dental, and vision plans
Vacation, sick leave, paid Holidays
Paid volunteer time
Employer paid life insurance
401(k) with employer matching
Ongoing training, professional development and career advancement opportunities

Physical Demands

The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard.
Specific vision abilities required by this job include close vision requirements due to computer work.
Light to moderate lifting may be required.
Regular, predictable attendance is required; including the occasional overtime work as business demands dictate.

Work Environment

The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
Ability to work in a confined area.
Ability to sit or stand at a computer terminal for an extended period.
To ensure a consistent hiring process, we do not accept unsolicited resumes from third-party recruiters or agencies. Submissions without prior approval will not be considered.

Apply Now

Refine Your Search

loan documentation specialist jobs in gilroy, ca

Loan Documentation Specialist

FINANCIAL AID SPECIALIST I

Credit Solutions Advisor - Almaden Valley

Credit Solutions Advisor - 41st & Capitola

Credit Solutions Advisor - Capitol & Aborn - Preferred Vietnamese

Dept Specialist Key Carrier-Lucky- 1150 S. Main Street, Salinas, CA 93901

Pediatrician

Manager of Technical Sales Specialists - Cell and Gene Therapy - Remote, Northeast

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