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Loan Specialist - Irvine CA

Loan Operations
California Bank & Trust
055514 Requisition #

California Bank & Trust’s relationship-centered culture is achieved by providing our associates with the tools, training and opportunities to build the best possible relationships with our customers, and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive. 


California Bank & Trust has been helping Californians and their businesses grow and prosper for nearly 70 years. Today, we’re among California’s leading banks with more than $11 billion in assets and over 80 branch offices located throughout the state.


California Bank & Trust is looking for a Loan Specialist to come and join our team to be over the following: 


Job Requirements:

  • Provides administrative and/or operational support within one or more of the following loan areas; processing, closing, presentations, servicing, documentation, notes, disbursements, etc.
  • May draft loan presentations, clear all identified loan exceptions.
  • Maintains files, documents, notes, etc.
  • Responsible for reviewing and verifying completeness of files with all necessary documents and signatures required.
  • Researches and resolves lending inquires and issues.
  • May prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information.
  • Produce reports as required.
  • Answer questions and follow up with clients.
  • Other duties as assigned.



  • Requires High School diploma or equivalent and 2+ year banking or loan processing, documentation, loan assistant experience or other directly related experience. A combination of education and experience may job requirements.
  • Proficient knowledge of lending processes, loan principles, documentation and loan systems. Knowledge of banking processes and procedures.
  • Must have strong organizational and customer service skills.
  • Must be accurate, possess numeric and verbal aptitudes.
  • Strong research, audit and communications skills, both written and verbal.
  • Ability to complete processes and meet deadlines.
  • Proficient working knowledge computer program i.e word processing, spreadsheets or related software.

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, veteran status, military service, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state or local law, including but not limited to genetic information of employee or family member.


It is Zions’ 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 801/844-7628.  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.

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