Top 119 Loan advisor Jobs in Irvine, Ca

Commercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CA
California Bank & Trust —Tustin, CA
- $190,000 - $230,000 a year
- Word processing
- Office
- 8 years
- Profit sharing
- Paid training
Private Banker
Sunflower Bank NA —Irvine, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Sr Relationship Manager
Columbia Banking System —Irvine, CA
- $147,000 - $250,000 a year
- Full-time
- Writing skills
- Office
- Business development
- Disability insurance
- Health insurance
J.P. Morgan Advisors - Senior Client Associate - Newport Beach, CA
JPMorganChase —Newport Beach, CA
- $70,304 - $99,900 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
4d
New Business Specialist
Northern Trust Corp. —Newport Beach, CA
- $109,940 - $186,760 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
Vice President Mortgage Collateral
Carrington Mortgage Services, LLC —Orange, CA
- $150,000 - $170,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Senior Underwriter & Underwriter
EMET LENDING GROUP —Brea, CA
- $80,000 - $100,000 a year
- Full-time
- Sales
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Auto General Liability Associate Counsel
Travelers —Diamond Bar, CA
- $85,600 - $141,200 a year
- Customer service
- Writing skills
- Mid-level
- Wellness program
- Paid holidays
12d
Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure
West Yost —Irvine, CA
- $109,315 - $180,685 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Profit sharing
Quick Apply
Relationship Banker I or II
Cathay Bank —Irvine, CA
- $19 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Senior Litigation Counsel
Travelers —Diamond Bar, CA
- $132,800 - $219,100 a year
- 7 years
- Writing skills
- Driver's License
- Wellness program
- Paid holidays
Private Banker
Boutique Recruiting —Irvine, CA
- $160,000 - $250,000 a year
- 7 years
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Regional Relationship Banker I
Cathay Bank —Irvine, CA
- $19 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker II
Cathay Bank —City of Industry, CA
- $22 - $25 an hour
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker II
Cathay Bank —Diamond Bar, CA
- $22 - $25 an hour
- Extended hours
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Disability insurance
Quick Apply
Associate, Alternatives Business Management (Private Alts)
PIMCO —Newport Beach, CA
- $105,000 - $115,000 a year
- Online Application
- Writing skills
- Mid-level
- Office
Associate, Credit & Capital Solutions
KBS Realty Advisors Inc —Newport Beach, CA
- $100,000 - $115,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Commercial Banking Business Development Officer - Newport Beach
Genesis Bank —Newport Beach, CA
- $140,000 - $170,000 a year
- Office
- 3 years
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Fund Banking Analyst
Stifel —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
SBA Loan Officer
COMMERCEWEST BANK —Irvine, CA
- $75,000 - $110,000 a year
- Full-time
- Office
- Business development
- Fair chance
Quick Apply

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loan advisor jobs near irvine, ca

Commercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CA

California Bank & Trust -
Tustin, CA

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Job Details

$190,000 - $230,000 a year

Benefits

Profit sharing
Paid training
Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching

Qualifications

Financial sales
Customer relationship building
Underwriting
Commercial loans
Credit risk assessment
Interviewing clients
Word processing
Spreadsheets
Promoting bank products
Cross-selling
Customer relationship management
Managing banking or lending client portfolios
Desktop applications
Credit history review
Interviewing
Productivity software
Portfolio management in underwriting

Full 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.

As 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.
We are looking for a seasoned commercial banking professional who thrives on building strong client relationships and driving portfolio growth. This role is ideal for a strategic lender with deep expertise in commercial and commercial real estate lending, risk management, and credit quality oversight. You’ll serve as a trusted advisor—originating and expanding loans, cross‑selling bank products, delivering compelling client presentations, and applying expert underwriting judgment.

Essential Functions:
Responsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service.
Acts as the principal account and relationship manager for new and existing clients.
Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments.
Calls on existing relationships to review portfolios and makes recommendations as needed.
Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment.
Responsible for monitoring credit performance and ensures compliance with all related regulations, laws, etc.
Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction.
Cross sell other bank products.
Other duties as assigned.

Qualifications:
Requires a Bachelor's and 8+ years experience with commercial or credit associated lending, credit, underwriting, or other directly related experience. A combination of education and experience may meet requirements.
Expert knowledge of commercial loans, credit analysis, lending, loan processing and closing processes.
Ability to expand commercial loans, client relationships and cross sell bank products.
Requires excellent sales ability.
Substantial experience in applicant interviewing and perceptive character judgment skills.
Ability to structure loans and monitor credit performance.
Must have excellent interpersonal and communication skills.
Working knowledge of a software applications, including word processing and spreadsheets.
Manages a large commercial portfolio.

Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition 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
Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $190,000 - $230,000 annually depending on job-related factors such as level of experience.

Apply Now

Refine Your Search

loan advisor jobs in irvine, ca

Commercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CA

Private Banker

Sr Relationship Manager

J.P. Morgan Advisors - Senior Client Associate - Newport Beach, CA

New Business Specialist

Vice President Mortgage Collateral

Senior Underwriter & Underwriter

Auto General Liability Associate Counsel

Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure

Relationship Banker I or II

Senior Litigation Counsel

Private Banker

Regional Relationship Banker I

Relationship Banker II

Relationship Banker II

Associate, Alternatives Business Management (Private Alts)

Associate, Credit & Capital Solutions

Commercial Banking Business Development Officer - Newport Beach

Fund Banking Analyst

SBA Loan Officer

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