Loan Specialist - Enterprise Fulfillment

Loan Specialist - Enterprise Fulfillment

Join California Bank & Trust as a Loan Specialist on our Enterprise Fulfillment team. The role monitors commercial loan processes, quality control, data integrity, and risk mitigation.

• Quality control of deal set‑up within loan origination system.
• Identify and resolve errors.
• Post‑close research and clean up.
• Apply standard practices and procedures to solve moderately complex problems.
• Communicate with inter‑organizational and external clients on routine and non‑routine matters.
• Ensure compliance with banking processes and procedures.
• Provide excellent customer service and maintain strong organizational skills.
• Conduct research and audits as needed.
• Work in a fast‑paced environment, meeting deadlines and completing processes efficiently.
• Other duties as assigned.

• 2+ years of banking or loan processing, documentation, servicing, or other directly related experience.
• Proficient knowledge of lending processes, principles, documentation, exceptions, collateral review, covenant review, and loan systems.
• Strong interpersonal and communication skills, both verbal and written.
• Solid organizational and customer service skills.
• Accurate with numeric and verbal aptitudes.
• Strong research and audit skills.
• Ability to work in a fast‑paced environment, complete processes, and meet deadlines.
• Proficient with PCs and various word processing, spreadsheet, or related software.
• High School diploma or equivalent. A combination of education and experience may meet requirements.

• Mesa/Phoenix, AZ
• San Diego, Los Angeles, CA
• Denver, CO
• Las Vegas, NV
• Midvale, UT
• Houston, TX

Pay Range: $19.00/hr – $38.00/hr (depending on location and experience).

• 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, PTO and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with experience
• Mental health benefits, coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

Apply now if you have a passion for impactful outcomes, enjoy working collaboratively, and want to make a difference for the clients and communities we serve.