Loan Specialist- Los Angeles, CA

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 looking for a Loan Specialist to provide top-notch customer service to our clients and customers for our greater Southern California West Region. This role focuses on providing administrative and operational support within key loan areas.

• 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 and clear all identified loan exceptions.
• Maintains files, documents, notes, etc.
• Responsible for verifying completeness of files with all necessary documents and signatures required.
• Researches and resolves lending inquiries 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.

Schedule: Monday‑Friday 9:00 am – 5:00 pm

Requires High School diploma or equivalent and some 6 year banking or loan processing documentation or loan assistant experience or other directly related experience. College degree preferred. A combination of education and experience may meet job requirements.

Expert knowledge of lending processes, loan principles, documentation and loan systems.

Working knowledge of banking processes and procedures.

Must have excellent organizational and customer service skills.

Must possess strong numeric and verbal aptitudes.

Excellent research, audit and communications skills both written and verbal.

Ability to complete processes and meet deadlines.

Advanced working knowledge of computer program, i.e., word processing, spreadsheets or related software.

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

This position is eligible to earn a base salary in the range of $51,319 - $85,531 annually depending on job-related factors such as level of experience.

Employment Type: Full‑Time