Business Banking Loan Administrator II in Irvine, California at Sunflower Bank NA
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Job Description
At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Business Banking Loan Administrator II.
The salary range for this position is $65,000 to $75,000 depending on knowledge, skills, abilities, experience, and location.
Description:
This position performs complex and confidential support to ensure the branch Business Banking Department operations flow smoothly, coordinates and composes commercial customer inquiries and correspondence: prepare and verify completion of applications for credit, order documentation and assists with other loan related functions when appropriate.
Responsibilities:
- Support Banking Lending Officers by serving as a primary point of contact with customers; gathering necessary loan documentation and assist in facilitating loan requests from initial stages of application through closing
- Assist Lending Officers in clearing collateral and documentation exceptions
- Assist in various secretarial and administrative support duties
- Serve as a liaison between customers and other bank departments to maximize productivity and effectiveness of the Lending Officers
- Support the Commercial and Consumer sales staff by assisting with loan closings, communicating with customers and preparing and processing credit applications
- Ensure customer satisfaction and retention by effectively handling service transactions and issues
- Prepare the proper checklists to order and request the appropriate documentation for loan closings
- Exercise a high degree of discretion and initiative in handling all assigned duties, i.e. credit bureau inquiries, loan file setup, notarization, scheduling, compiling financial portfolios, research, incoming telephone calls, mail sorting and distribution and miscellaneous reports
- Understand the Bank’s mission, organizational structure, employee handbook, bank security, policies and procedures and standards of conduct
- Manage and maintain Pathway calls and Pipeline for assigned Business Banking Officers
- Check reports daily for past due accounts and handle accordingly when necessary
- Assist Construction Loan Department by acting as primary point of contact and work directly with Borrower and/or General Contractor coordinating monthly construction draws, inspections necessary for funding
- Review, manage, coordinate the funding of the construction draw process for loans under $250,000
- Maintain contact with Bank vendors for issues or needs of the branch with Facilities
- Refer customers or prospective clients to other departments, wealth management, consumer loans, new accounts, etc.
- Answer phones, taking accurate and complete messages for associates or assisting customers with the inquiry appropriately
Education / Experience Preferred:
- High School Diploma or equivalent with some college preferred
- Previous administrative and/or banking experience with a minimum of 3-5 years in this type of position
- Experience in the use of personal computer software, specifically Excel and Word in a Windows environment
- Exceptional communication and organizational skill are required
- Must be able to work independently, providing status reports of work in progress
- Must be able to relate well with others and build effective business relationships, internally and externally
- Maintain confidentiality of internal and external customer information as well as bank systems, etc.
- Must be able to work flexible hours
Pay is dependent on knowledge, skills, abilities, experience, and location.
Working Conditions
The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Sunflower Bank Benefits
People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
- Rooted in Strength
- Propelled by Growth
- Individuals in a Great Whole
- Creating Possibility
- Community Focused
Associates enjoy outstanding benefits, including:
- 401(k) Plan with 6% Match
- Health/Dental/Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off
- Volunteer Leave
- Paid Holidays
- Plus many more associate perks & incentives!
If you qualify, apply online at www.sunflowerbank.com/careers.
You’ve never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.
Requirements: