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Loan Documentation Officer

United Business Bank
Walnut Creek, CA
  • Expired: August 25, 2020. Applications are no longer accepted.

United Business Bank is looking for an experienced Senior Loan Documentation Officer in our Walnut Creek headquarters. The Senior Documentation Officer (“SDO”) is responsible for compliant, effective and accurate preparation of loan documentation for various new, renewed and modified loans of varying complexity. The SDO will coordinate efforts with account officers, title companies, and other departments to obtain all required supporting documentation in accordance with the banks loan file compliance functions. They will ensure that clients are served promptly, courteously, efficiently and professionally.

The SDO will assist the Documentation Manager in reviewing documents for accuracy and compliance with applicable regulations and bank policy and is also responsible for assisting in training new loan personnel, monthly tracking and reporting functions. They will make process improvement recommendation to the Documentation Manager and will assist with other duties and projects as requested. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the preparation of loan documentation and assists the Documentation Department Manager in department activities. 2.

Assumes responsibility for the efficient, effective and accurate performance of all Loan Documentation functions. 3. Assumes responsibility for establishing and maintaining effective coordination and working relationships with clients, other staff, and executive management. 4. Assumes Responsibility for following all bank policies and procedures and regulatory guidelines, and for attending all required training. 5.

Assumes responsibility for other related duties as required or assigned. QUALIFICATIONS Education/Certification: High school graduate or equivalent required. College Degree preferred. Required Knowledge: Knowledge of Loan Documentation, and Note Department policies and procedures. Thorough understanding of banking regulations and standard banking practices.

Knowledge of LaserPro and BancPac systems Experience Required: Previous documentation experience and a minimum of 5+ years bank experience in a Loan Department. We are a publicly traded financial institution with 36 offices in 4 states. Our corporate growth and your professional development are synonymous; small enough to provide our clients AND employees personal attention yet large enough to offer competitive products and services. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service.

United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.

United Business Bank


Walnut Creek, CA
94596 USA


Finance and Insurance

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