Loan Closing Manager - California
- 📁
- Loan Operations
- 💼
- California Bank & Trust
- 📅
- 069163 Requisition #
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 seeking a seasoned Loan Closing Manager to join our team in California. While our ideal candidate will be based in Huntington Beach or San Diego; we are open to considering highly qualified professionals located anywhere within the state.
Essential Functions:
Directly and through subordinates, manages loan closing operations and staff.
Establishes and maintains closing processes and procedures to ensure quality customer service.
Manages loan closing activities including the completion of all due diligence activities associated with the preparation of loan closing documents.
Manages the requesting, reviewing and interpretation of third-party documents needed to provide the clear to close and efforts to prepare loan closing documents for loans.
Responsible for the daily workflow to ensure operating schedules are met and staff is adequately trained.
Manages staff, sets work schedules, allocates and monitors work.
Assists manager in providing efficient and effective services to customers.
Reviews and analyzes existing procedures and recommends changes when necessary to ensure area is efficient.
May be responsible for the verification and quality control of loan documents.
Manages the Credit Lead queue and assigns due diligence and closing tasks to middle office loan closers.
Manages any overflow of Credit Lead queues and clears any existing work backlogs.
Assists the middle office loan closers, client relationship associates and relationship managers to troubleshoot Credit Lead issues.
Provides training on Credit Lead or related systems to staff as needed.
Provides technical support and guidance.
Responsible to manage, implement, and maintain the ongoing monitoring of individual and departmental productivity measures.
Ensures staffing level needs are met.
May oversee or handle directly more complex or unique transactions.
Administers Bank policies and procedures and ensures compliance with applicable laws and regulations.
Recommends improved processes and implements department policies, procedures and systems.
Maintains working relationships with branch staff, lending officers, and credit administrators.
Has authority concerning staffing, performance evaluations, promotions, salary recommendations and terminations.
Level III must manage Commercial, C &I and/or Commercial RE loan closing groups to qualify for this level of the role.
Other duties as assigned.
Qualifications:
Requires a Bachelor's Degree in a related field and 4+ yrs of loan processing, loan operations and credit analysis or other directly related experience. A combination of education and experience may meet requirements.
Management or supervisory experience required.
Requires a considerable working knowledge of lending operations, processing, documentation, credit analysis, loan processes and procedures, laws and regulations.
Requires a working knowledge of related fields including banking, lending, credit administration and the ability to apply that information to the current role.
Strong analysis and problem resolution skills.
Ability to maintain working relationships with lenders, management, and administrative staff.
Must have solid leadership and management capabilities and be goal oriented.
Strong organizational, project management and communication skills, both verbal and written.
Benefits:
Medical, Dental and Vision Insurance – START DAY ONE!
Life and Disability Insurance, Paid Paternal 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
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
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $83,000 - $120,000 hourly depending on job-related factors such as level of experience.
This position will be open until filled.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
Click here to view our EEO Statement.
Click here to view applicable Federal, State and/or local employment law posters.
If you have any technical issues while completing the application, please first try these troubleshooting steps. If you continue to have issues, please reach out to us at careers@zionsbancorp.com.