Top 44 Banking Jobs in San Luis Obispo Ca

Loan Portfolio Officer
San Luis Obispo County Housing Trust Fund —San Luis Obispo, CA
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- Background check
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Escrow Assistant
Fidelity National Title —San Luis Obispo, CA
- From $25 an hour
- Full-time
- Administrative experience
- Organizational skills
- In-person
- Health savings account
- Health insurance
Quick Apply
Member Services Representative
SESLOC Credit Union —Atascadero, CA
- $23.98 - $29.81 an hour
- Full-time
- Office
- High school diploma or GED
- Organizational skills
- AD&D insurance
- Disability insurance
Member Services Representative
SESLOC Credit Union —San Luis Obispo, CA
- $23.98 - $29.81 an hour
- Full-time
- Office
- High school diploma or GED
- Organizational skills
- AD&D insurance
- Disability insurance
Member Services Officer 1
COASTHILLS FEDERAL CREDIT UNION —San Luis Obispo, CA
- $19.50 - $20.00 an hour
- Part-time
- Office
- Travel
- Entry level
Quick Apply
Customer Service Representative
Mechanics Bank —San Luis Obispo, CA
- $20 - $25 an hour
- Full-time
- Office
- Residential
- High school diploma or GED
- Free parking
- Commuter assistance
Banking Center Specialist - San Luis Obispo
Community West Bank —San Luis Obispo, CA
- $22 - $30 an hour
- Full-time
- Sales
- Computer literacy
- Basic math
Quick Apply
Deposit Relationship Manager
West Coast Community Bank —San Luis Obispo, CA
- $90,000 - $125,000 a year
- Weekends as needed
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Relationship Banker
Bank of America —Paso Robles, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Client Relationship Consultant 3 (Banker) - San Luis Obispo, CA
U.S. Bank National Association —San Luis Obispo, CA
- $21.25 - $31.15 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Customer Service Representative (Part-Time 30 Hours)
Mechanics Bank —Arroyo Grande, CA
- $20 - $25 an hour
- Part-time
- Office
- Residential
- High school diploma or GED
- Free parking
- Commuter assistance
Asst Branch Manager I
Educational Employees Credit Union —San Luis Obispo, CA
- $28.72 - $51.34 an hour
- Full-time
- Management
- Mid-level
- Office
- 401(k)
Atascadero Branch - Member Service Specialist II (Full-time)
Golden 1 Credit Union —Atascadero, CA
- $22 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
4d
Relationship Manager
AgWest Farm Credit —Paso Robles, CA
- $72,600 - $144,100 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Wellness program
- AD&D insurance
Quick Apply
Loan Sales Specialist
OneMain General Services Corporation —San Luis Obispo, CA
- $19.00 - $22.50 an hour
- Extended hours
- Spanish
- Office
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
Customer Service Representative (Part Time 20 Hours)
Mechanics Bank —Templeton, CA
- $20 - $25 an hour
- Part-time
- Office
- Residential
- High school diploma or GED
- Free parking
- Commuter assistance
1d
Member Services Officer 2
COASTHILLS FEDERAL CREDIT UNION —Nipomo, CA
- $21.50 - $22.00 an hour
- Part-time
- Mid-level
- Office
- Travel
Quick Apply
Personal Banker
Columbia Banking System —Templeton, CA
- $18 - $23 an hour
- Part-time
- Office
- High school diploma or GED
- In-person
- Disability insurance
- Health insurance
SVP, Business Development Officer, Middle Market Banking - Central Coast
Banc of California —San Luis Obispo, CA
- $121,000 - $202,500 a year
- Business development
- Bachelor's degree
- Senior level
- Paid parental leave
- Health savings account
Member Service Specialist (SLO County) (Full-Time/Part-Time)
Golden 1 Credit Union —Paso Robles, CA
- $21.50 - $23.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
Quick Apply

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Loan Portfolio Officer

San Luis Obispo County Housing Trust Fund
San Luis Obispo, CA

Quick Apply

Job Details

Full-time
$90,000 - $110,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Work from home
Parental leave
Vision insurance
Professional development assistance
Opportunities for advancement
Flexible schedule

Qualifications

Computer operation
Underwriting
Writing skills
Commercial lending analysis experience in risk and credit
Financial statement analysis
Windows
Construction mortgage loans
Analysis skills
Attention to detail
Desktop applications
Organizational skills
Real estate analysis experience in risk and credit
Lending
Productivity software
Associate's degree
Loan processing

Full Job Description

The San Luis Obispo County Housing Trust Fund (HTF) is a 501(c)(3) corporation and certified Community Development Financial Institution (CDFI). Our mission is to increase the supply of affordable housing in San Luis Obispo County, California. We serve this mission by providing financing, technical assistance and advocacy for affordable housing projects. Learn more about us and our work on our website at: www.slochtf.org.

Position Summary

The Loan Portfolio Officer will assist in managing both the HTF’s portfolio of existing loans and the information needed for reporting to investors, funders and others. The Loan Portfolio Officer will also assist with underwriting, documenting, reviewing, and closing loans for affordable housing projects, as well as monitoring loans for those projects through the development process. The Loan Portfolio Officer will report to the Deputy Director, Loan Portfolio Manager and work closely with other staff and partners (Board members, Loan Review Committee, bookkeepers, banks, borrowers, etc.). This position offers the potential for advancement in position, responsibility, and compensation.

Duties

The Loan Portfolio Officer will work with the Deputy Director, Loan Portfolio Manager to fulfill the following duties:

Loan Analysis & Underwriting, Documentation, and Closing

Work with applicants, title companies, and others to obtain items needed to document and process loans.
Analyze the feasibility of affordable housing projects and applicants’ financial strength and ability to complete the proposed projects.
Prepare loan presentations and recommendations for the Loan Review Committee and the Board.
Prepare commitment letters and advise borrowers on the requirements for closing loans.
Collect and review due diligence items to prepare for loan closings.
Prepare loan documents and instructions for escrow.
Coordinate with borrowers, escrows, lenders/funders, and others to confirm that conditions are met to close loans on schedule.
Prepare authorizations to fund loans.
Assemble loan files and collect post-closing documentation items.

Loan Portfolio Management

Monitor projects through the development process including the review and approval of loan draws, site visits and verifying progress.
Maintain loan files and monitor loan covenants and compliance, including reporting and insurance requirements.
Work with our bookkeepers to ensure accurate loan servicing records.
Manage upcoming loan maturities and loan payoffs – prepare payoff demands and coordinate with borrowers and escrow to receive payments or recommend changes in loan terms to management if necessary.
Follow up with borrowers who make late payments, including assisting with the work-outs or trustee sale process if needed.

Data Management & Reporting

Prepare and maintain various spreadsheets and/or databases of loan characteristics, performance and impacts.
Prepare timely and accurate reports for the HTF board of directors, loan committee, investors and funders. Include information for applications and funding requests.

Other:

Participate in strategic planning and implementation.
Assist with creation of new loan products.
Assist with funding applications and proposals.
Assist staff on program material, reports, articles, press releases, etc.
Provide technical assistance to borrowers.
Manage special projects.
Other duties as assigned.

Minimum Qualifications

Two-year college degree or certificate in business, finance, real estate or a closely related field.
Two years of experience in commercial real estate and construction lending, including loan processing, underwriting, loan closing and/or portfolio management.
Strong organizational skills with strict attention to detail.
Excellent written and verbal communication skills. Ability to compose and present professional business letters and memorandums.
Ability to work independently and collaboratively.
Strong analytical and computational skills along with the ability to present information and recommend solutions.
Ability to learn quickly, meet deadlines, multi-task, and prioritize.
Proficiency working with MS Office applications and the Windows operating system.
Ability to travel regularly to visit borrowers and projects throughout the county and occasionally for events throughout the state or nation.

Preferred Qualifications

Four-year college degree in business, finance, real estate, economics, community development, urban planning or a related field.
Five years of experience in commercial real estate and construction lending, including loan processing, credit analysis and/or loan management. (Additional experience may substitute for education.)
Knowledge of affordable housing finance programs and the housing development process.
Experience working with government housing and community development programs (e.g., LIHTC, HOME, CDBG).
Experience within the nonprofit sector.

Beneficial Qualities

Alignment with and enthusiasm for the HTF’s mission.
Desire for upward mobility in position and responsibilities.
An openness to learning new skills and systems, with an entrepreneurial work ethic.
Flexibility, creativity, and patience.

Employee Classification

This position will be full-time, exempt, and at-will.

Work Location

Hybrid
The position will primarily work remotely (from a home office setting) with required work from the office (in San Luis Obispo, CA) on occasion at the request of the employer.
The position is San Luis Obispo County based and will require visiting borrowers and projects throughout SLO County.

Compensation

$90,000 - $110,000 per year depending on experience

Benefits

15 paid holidays
10 vacation days per year
12 sick leave days per year
Health, dental and vision benefits

Cover Letter and Resume Required

The HTF is an Equal Opportunity Employer (EEO). All candidates for employment will be considered without regard to race, color, religion, sex, marital status, age, gender identity, sexual orientation, national origin, physical or mental disability, military or veteran status, or any other basis protected by applicable laws.

Job Type: Full-time

Pay: $90,000.00 - $110,000.00 per year

Benefits:

Dental insurance
Flexible schedule
Health insurance
Opportunities for advancement
Paid time off
Parental leave
Professional development assistance
Vision insurance
Work from home

Education:

Associate (Preferred)

Experience:

Lending: 2 years (Required)

Work Location: Hybrid remote in San Luis Obispo, CA 93401

Quick Apply

Refine Your Search

banking jobs in san luis obispo ca

Loan Portfolio Officer

Escrow Assistant

Member Services Representative

Member Services Representative

Member Services Officer 1

Customer Service Representative

Banking Center Specialist - San Luis Obispo

Deposit Relationship Manager

Relationship Banker

Client Relationship Consultant 3 (Banker) - San Luis Obispo, CA

Customer Service Representative (Part-Time 30 Hours)

Asst Branch Manager I

Atascadero Branch - Member Service Specialist II (Full-time)

Relationship Manager

Loan Sales Specialist

Customer Service Representative (Part Time 20 Hours)

Member Services Officer 2

Personal Banker

SVP, Business Development Officer, Middle Market Banking - Central Coast

Member Service Specialist (SLO County) (Full-Time/Part-Time)

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