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Loan Origination Specialist

Top Client Company
South San Francisco, CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

GoAhead Solutions has a great opportunity for a Professional Loan Origination Specialist in San Francisco, CA. This would be a Six month contract to hire opportunity. This position would be remote for first initial couple of months and would then move to onsite(Hybrid model).


Job Description:
-Bank’s Eagle Lending is a business group focused on leveraging technology to bring in the next generation of clients to the bank. We offer five different loan products that we believe are phenomenal bridges to build relationships with our clients. The Professional Loan Program team is a key component of the Eagle Lending group at the Company Bank.
-Company has a long history of partnering closely with the Private Equity and Venture Capital industries, and the Professional Loan Program (PLP), plays a pivotal role in deepening our ability to serve our client firms and their needs. Through the Professional Loan Program, we offer tailored loan programs to enable employees of our PE and VC firm clients to personally co-invest into the funds being raised by their firms. Another component of PLP is offering loans or lines of credit to prospective partners at professional service firms, to finance their partnership equity purchases.


Mandatory Skills:

-A culture that invests in you Eagle Lending is looking for an exceptional Professional Loan Origination Specialist to process individual approved loans, ensuring all required documentation is obtained, the loan file is complete and reconciles with Program terms.

-Additionally, the Professional Loan Origination Specialist will be responsible for advances, payments and other critical transactions while maintaining and analyzing team reports.

-We’re looking for a self-starter who is eager to leverage their loan operations experience as part of our fast-growing and fast-paced Professional Loan Program (PLP) Team.

-The ideal candidate has strong attention to detail and is a clear communicator who excels at managing multiple priorities while working independently or as part of a team.


-Manage assigned professional loan programs, ensuring loan files are complete, accurate, and prepared for booking.

-Draft borrower loan documentation and send firm/guaranty confirmation emails or adverse action notices when required.

-Manage and execute the initial advance process, determine advance amount based on specific program parameters, obtain required internal approvals.

-Partner with Loan Administration team and other PLP stakeholders to manage the Professional Loan Program inbox, responding to inquiries accurately and within SLA.

-Cultivate strong and positive working relationships with partners to maintain extraordinary internal and external client service.

-Partners include Sales, Preferred Banking, Credit Administration, Executive Loan Committee, Loan Servicing, Legal, Deposit, etc.

-Actively participate in continuous process improvement by generating suggestions and participating in problem solving activities.

-Performs other duties & responsibilities as required or assigned by supervisor



-BA/BS required with concentration in business or finance preferred.

-1-2 years’ banking/lending experience preferred.

-Advanced familiarity with Word (mail-merges), Excel (Vlookups/pivot-tables/hot-keys), and MS Access.

-Exceptional communication skills; verbal, written, and interpersonal.

-Analytical mindset with a proven ability to solve problems.

-Flexibility to adapt and able to manage multiple assignments while working independently.

-Excellent organizational and time-management skills with strong attention to detail.

-Job Demands: Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person.

Top Client Company


South San Francisco, CA


Finance and Insurance

View all jobs at Top Client Company