Top 45 Loan Jobs in Santa Rosa, Ca

Business Banking Officer, Santa Rosa, CA
WESTAMERICA BANK —Santa Rosa, CA
- $71,000 - $82,000 a year
- Full-time
- Basic math
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
14d
Associate Escrow Assistant
Canon Recruiting Group —Sonoma, CA
- $25 an hour
- Monday to Friday
- Office
- High school diploma or GED
- Organizational skills
- 401(k)
Quick Apply
12d
Financial Assistance Representative I (Collections Representative)
Redwood Credit Union —Santa Rosa, CA
- $27 - $35 an hour
- Full-time
- Word processing
- Computer literacy
- Writing skills
- Paid holidays
- Health insurance
Quick Apply
Loan Operations Specialist III (Payoff Desk)
Poppy Bank —Santa Rosa, CA
- $30 - $38 an hour
- Full-time
- 5 years
- Writing skills
- Office
Insurance Coordinator
Exchange Bank —Santa Rosa, CA
- $23.25 - $32.00 an hour
- Microsoft Excel
- Mid-level
- Office
Quick Apply
Closing & Disbursement Specialist
Exchange Bank —Santa Rosa, CA
- $23.35 - $33.10 an hour
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Quick Apply
2d
Commercial Loan Processor
Poppy Bank —Santa Rosa, CA
- $26.61 - $37.25 an hour
- Full-time
- Mid-level
- Office
- Fair chance
13d
Bilingual Loan Sales Specialist
OneMain General Services Corporation —Santa Rosa, CA
- $19.00 - $22.50 an hour
- Extended hours
- Spanish
- Office
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
Mortgage Loan Originator
U.S. Bank National Association —Santa Rosa, CA
- $20.00 - $30.24 an hour
- Mid-level
- High school diploma or GED
- Driving
- Paid holidays
- Disability insurance
11d
Branch Team Captain – Loan Officer Assistant
Security National Mortgage Company —Santa Rosa, CA
- Full-time
- Google Workspace
- Mid-level
- Office
Quick Apply
Capital Markets Loan Processor
American AgCredit —Santa Rosa, CA
- $62,149.96 - $108,296.30 a year
- Weekends as needed
- Word processing
- Mid-level
- 3 years
- Paid holidays
- Disability insurance
11d
Agribusiness Loan Processor
American AgCredit —Santa Rosa, CA
- $52,567.77 - $86,211.15 a year
- Weekends as needed
- Hybrid work
- Word processing
- Research
- Mid-level
- Paid holidays
- Disability insurance
Loan Originator
First Bridge Lending —California
- Full-time
- Remote
- Mid-level
- 3 years
- Business development experience
Quick Apply
12d
Women's Health NP and CNM opportunities with established, not-for-profit company located in Northern California—San Joaquin County ...student loan repayment program available; experience required (ENPLWPRI)
Millennium Med Search —California
- $155 a day
- Mid-level
- Outpatient experience
- Clinic
- AD&D insurance
- Paid holidays
Family Medicine APP! 40 miles from Palm Springs/ Federal Student Loan Replacement site; new grads welcome to apply (ENPLWPRI)
Millennium Med Search —California
- $110,000 - $135,000 a year
- Full-time
- Pediatrics
- Entry level
- Loan repayment program
Business Banking Officer
WESTAMERICA BANK —Santa Rosa, CA
- $75,753.60 - $81,396.42 a year
- Full-time
- Basic math
- Mid-level
- Office
Quick Apply
Real Estate Credit Officer
WESTAMERICA BANK —Santa Rosa, CA
- $74,339.20 - $77,000.00 a year
- Full-time
- Office
- Senior level
- Commercial
Quick Apply
Remote Mortgage Loan Officer Build Your Book With Real Support
Satori Mortgage —Santa Rosa, CA
- $50,000 - $250,000 a year
- Full-time
- Remote
- Google Workspace
- 11+ years
- Business development experience
- Opportunities for advancement
- Flexible schedule
Quick Apply
11d
Mortgage Loan Officer - Santa Rosa
Kind Lending, LLC —Santa Rosa, CA
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Sr. Retail Loan Officer
Newrez —Petaluma, CA
- $15,080 - $60,000 a year
- Full-time
- Mid-level
- 2 years
- Communication skills
- Paid parental leave
- Health savings account

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loan jobs near santa rosa, ca

Business Banking Officer, Santa Rosa, CA

WESTAMERICA BANK -
Santa Rosa, CA

Quick Apply

Job Details

Full-time
$71,000 - $82,000 a year
14 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Financial sales
Business development experience
Driver's License
Driving
Business development within finance

Full Job Description

Business Banking Officer Description - Unlimited Incentive Program Included

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.

Financial Plan

Meet or exceed quarterly and annual deposit and loan production goals. Generate non-interest income through the sale of fee-based services.
Attend daily 8 am sales meeting.
Consistently deliver excellence in service by adhering to the Bank’s service standards.
Adhere to the standards of the Bank’s sales culture as outlined in the current Sales Culture Handbook.
Ensure maturing loans assigned to portfolio are renewed.
Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting.
Work with borrower’s support contacts (CPA’s, attorneys, CFO’s, etc.) to gain referrals and to stay attuned to borrower’s plans.
Make yourself available to borrowers to ensure you are the banker of choice.
Utilize projected maturity report to renew/extend loans prior to maturity.

Business Development

Maintain weekly standard of 15 quality calls. Achieve a 2 to 1 prospect to client ratio.
Daily box time is required. A minimum of 3 prospect appointments for each calendar day must be obtained from each daily box time session.
Maintain a minimum of 4 pipeline and 7 pre-pipeline deals.
Fully utilize all aspects of Sales Logix and Hub Automation including all new releases and components (calendar, client/prospect files, etc.).
Develop new deposit and loan totals utilizing industry lead lists generated by the Marketing Department and/or other sources as directed by your RMM.
Work existing client base for business expansion and referrals.
Develop and leverage referral sources (CPA’s, Attorneys, Physicians, etc.). Position yourself as their banker of choice.
Generate 1 SPF referral per month.
Generate 2 third party referrals annually.
Generate 2 Business Elan applications per month.

Compliance Related Activity

Adhere to Reg B/Flood requirements.
Complete all assigned tutorials and Compliance Training.
Focus on Majority/Minority census tracts as assigned by RMM.
Focus on Small Business/Small Farm loans assigned goals.
Meet CRA Hours.
Meet new CRA loan production goals.
Renew all assigned existing CRA loans/lines.
Answer regulatory questions correctly during Audit/Branch Review.

Ownership, Accountability and Work Habits

As directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM.
Communicate problems, successes and challenges to RMM/RSM on a timely basis.
Consistently adhere to the “No Surprises” standards.
Adhere to the Bank’s Guiding Principles.
Adhere to established standards and provide superior customer service.
Meet attendance guidelines.

MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:Previous sales experience preferably within a financial services environment. Four (4) year college degree preferred. Previous retail sales, banking experience and/or lending a plus, preferably commercial real estate knowledge. For purposes of business travel, a valid driver’s license as well as a personal vehicle to drive is required. PHYSICAL DEMANDS:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.

Constant travel to conduct outside sales calls.
Works non-standard business hours.
Drives to sales calls. Must maintain a current driver’s license and proof of insurance.

MENTAL DEMANDS:Effectively communicate with clients and prospects.

Retain and shares knowledge of WAB products, services and fees.
Obtain enough confidential data to identify client’s financial status.
Identify additional service opportunities.
Apply basic math skills to determine fees and saving opportunities.
Formulate sales action plans.

EQUIPMENT USED TO PERFORM FUNCTIONS:10-key machine, fax, photocopier, Microsoft based computers, smart phones. DECISION MAKING:

Identifies business needs of clients and prospects and identifies ways WAB can meet those requirements.
Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client.
Determines best service instrument or combination of accounts that provides client with greatest potential to realize financial expectations.
Structures credits based on client needs and available bank products.

SUPERVISORY RESPONSIBILITY: Directly Supervised: -0- Supervised by Subordinates: -0-

Requirements

EOE

Westamerica Bank's Privacy Policy may be found at: www.westamerica.com/about/privacy

Job Type: Full-time

Pay: $71,000.00 - $82,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Outside Sales Management: 4 years (Required)
Business Banking: 5 years (Required)
Commercial Underwriting and Credit: 5 years (Preferred)
Business Development: 5 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

loan jobs in santa rosa, ca

Business Banking Officer, Santa Rosa, CA

Associate Escrow Assistant

Financial Assistance Representative I (Collections Representative)

Loan Operations Specialist III (Payoff Desk)

Insurance Coordinator

Closing & Disbursement Specialist

Commercial Loan Processor

Bilingual Loan Sales Specialist

Mortgage Loan Originator

Branch Team Captain – Loan Officer Assistant

Capital Markets Loan Processor

Agribusiness Loan Processor

Loan Originator

Women's Health NP and CNM opportunities with established, not-for-profit company located in Northern California—San Joaquin County ...student loan repayment program available; experience required (ENPLWPRI)

Family Medicine APP! 40 miles from Palm Springs/ Federal Student Loan Replacement site; new grads welcome to apply (ENPLWPRI)

Business Banking Officer

Real Estate Credit Officer

Remote Mortgage Loan Officer Build Your Book With Real Support

Mortgage Loan Officer - Santa Rosa

Sr. Retail Loan Officer

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