Loan Administrator/Banker
18 days ago
San Jose
Job Description We are looking for a dedicated Loan Administrator/Banker to join our team in San Jose, California. Key Responsibilities: • Assist in the preparation, processing, and closing of consumer, mortgage, and small business loans., • Review loan documentation for accuracy and compliance with regulatory requirements and internal policies., • Monitor loan files to ensure timely follow-ups, renewals, and disbursements., • Maintain and update loan records in the core banking system., • Coordinate with underwriters, loan officers, and legal teams during the approval and funding processes., • Handle post-closing tasks, including file audits, document imaging, and collateral tracking., • Respond to internal and external inquiries regarding loan status and documentation., • Serve as the first point of contact for clients regarding banking products and services., • Open new accounts, including checking, savings, CDs, IRAs, and more., • Conduct needs-based assessments to offer tailored financial solutions., • Promote and cross-sell bank products, including loans, credit cards, and investment services., • Educate customers on digital banking tools and self-service options., • Ensure compliance with KYC/AML and all applicable banking regulations., • Handle customer transactions with accuracy, confidentiality, and professionalism. • Proven experience in cash handling and managing financial transactions., • Familiarity with retail banking operations and procedures., • Strong attention to detail and ability to ensure transaction accuracy., • Excellent communication and customer service skills., • Ability to work efficiently in a fast-paced environment., • Knowledge of banking systems and software is preferred., • High school diploma or equivalent required., • Willingness to adhere to compliance and security standards.