AVP, Loan Administration Officer and Supervisor

AVP, Loan Administration Officer and Supervisor

Location:

Rosemead, CA

Salary: $85,000–$95,000 per year

Job Description

General Summary

Documentation, Closing & Funding Department is responsible for preparing the Promissory Note, Business Loan Agreement, and other loan documentation in Laser Pro or reviewing attorney‑drawn loan documents, drafting lender instructions, and performing necessary pre‑closing validation for closing and funding.

Direct Reports

3–5 direct reports

Essential Functions

• Review and document all standard and complex commercial loans, such as cross‑collateralized, asset‑based, construction complex, and international trade finance complex.
• Review complex attorney‑prepared loan documents prior to signing in accordance with credit approval; consult with legal counsel and outside attorney for changes or additions to loan documents.
• Validate receipt of the loan and borrower supporting documentation and verify compliance with loan committee approval conditions, bank policies, procedures, and federal, state, and other regulatory requirements.
• Create Laser Pro documentation based upon loan approval conditions and in compliance with the above.
• Create escrow closing instructions, pre‑closing conditions, and any other conditions required for lender/borrower information.
• Receive signed loan documents and perform closing and funding activities, such as wire request, account funding, remit funds to pay off other lenders, order tax contracts, UCC filing, set up and maintain tickler and monitoring databases (e.g., Stucky and Trade Innovation).
• Review and approve escrow and recording instructions prepared by junior level processors, as necessary.
• Examine loan packages processed by less experienced staff to verify accuracy or conformity with loan requirements, and approve closing (funding, wire, UCC filing/verification, title policy reviewing, etc.).
• Database administrator for Laser Pro, responsible for updates and maintenance of the Laser Pro library setting, including maintain and test Laser Pro disaster‑recovery application along with Laser Pro testing database.
• Present an agreement on specific proposals through discussion or communication with others of a different viewpoint (i.e., lending units, loan servicing, and legal counsel).
• Instruct less experienced staff in detail or work they perform (either directly or by enforcement of well‑established procedure), assign work, observe and evaluate performance in detail, and work with team members to improve performance.
• Coach and develop staff to meet their position responsibilities; address performance issues as identified and required; evaluate, interview, and hire staff as required; provide necessary direction and support to staff, promote training, career development, and motivation; hold team members accountable for their daily work.
• Communicate and oversee processing turnaround times to ensure fulfillment of service level agreement.
• Cross‑train less experienced team members.
• Other duties as deemed necessary by manager.

Other Details

Pay determined based on job‑related knowledge, skills, experience, and location.

This position may be eligible for a discretionary bonus.

Qualifications

• Education:
  
  College graduate with a major in accounting or business preferred.
• Experience:
  • 6+ years banking experience with a minimum of 2+ years experience at a senior level.
• Laser Pro required.
• Knowledge and understanding of commercial loans and international lines of credit required.
• Minimum of 3 years supervisory experience required.
• Skills/Ability:
  Detail‑oriented and accurate; ability to make sound recommendations to improve workflow; excellent communication skills; PC‑proficient; thorough knowledge and understanding of commercial loans and international lines of credit.

Benefits

Company offers a comprehensive benefits package including medical, dental, vision, life and disability insurance, flexible spending accounts or health savings accounts, paid time off (vacation, sick, holiday), and an Employee Assistance Program (EAP). They also run a Well‑Being Program that rewards healthy habits and offers medical premium discounts to participants, underscoring the bank's commitment to health and wellness.

Commitment to career growth, learning, and development:
The bank invests in training and career development for its staff, including leadership and management training as well as opportunities for inter‑department transfers and online learning. Formal programs for newly promoted supervisors/managers and senior leaders (e.g., Emerging Leadership I / II) help employees grow professionally and succeed in higher roles.

Inclusive, supportive, and respectful culture:
Company emphasizes respect, mindfulness, transparency, valuing diversity of backgrounds and experiences among team members.

Recognized as an employer of choice:
The bank has been honored as a U.S. Best‑in‑Class Employer by Gallagher for consecutive years.