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Tina Chadwick, Business Banking Sales Support Officer, at Our Headquarters in Del Mar, CA
Tina Chadwick, AVP | Business Banking Sales Support Officer

Join Our Talented Team

Careers

We are committed to recruiting and retaining the most talented banking professionals who share our dedication to:

  • Proactively creating unique client solutions

  • Providing excellent customer service

  • Contributing to a respectful and fun work environment

  • Becoming a dynamic and productive team member

Current Job Openings

Business Development Officers

We are looking for qualified banking professionals who:

  • Originate and underwrite a strong and profitable business, commercial real estate, and/ or SBA loan portfolio
  • Develop business and referral relationships
  • Source high-quality loans, deposit products, and cash management services
  • Invest significant time and energy into proactive, outbound sales to new and existing bank relationships

SBA Loan Processing Coordinator

  • Processes SBA loan requests (7(a), Express, 504, Export) in accordance with all the rules and regulations of the Small Business Administration and commercial real estate and C&I loans
  • Prepares, types, and processes a variety of documents required to set up both routine and complex new loans in accordance with approved loan commitment
  • Provides primary input for loan processing on mainframe systems
  • Sets up and maintains credit files to Bank standards/ policy
  • Ensures all proper documents have been collected and reviewed by the appropriate parties
  • Closes and disburses loans in accordance with federal laws, Bank policy, regulations, and approved loan commitment
  • May review loan documents with customers, and obtains proper signatures on documents and disburses loan proceeds
  • Maintains tickler system to ensure timely receipt of financial statements, tax returns, collateral documents, etc.
  • Orders services necessary for the completion of the loan process including, but not limited to, appraisals, surveys, credit reports, geo-coding, Certificate of Status, UCC Search, flood, CIP, etc.
  • Opens “Title Order” and obtains “Preliminary Title” Report
  • Orders Appraisal and Environmental Reports
  • Researches and corrects exceptions as directed, and assists with the correction of audit exceptions
  • Assists customers and Bank personnel with inquiries pertaining to loan applications and documents; handles related correspondence and telephone inquiries related to the same
  • Assists the loan officer in the analysis of loans being processed, which might include direct contact with the applicant to ensure that all financial information and verification that all documentation is received

Knowledge/ Skills/ Abilities

  • Understanding of SBA’s SOP 50 57 – SBA 7(a) Loan Servicing and Liquidation
  • Computer skills to include use of Microsoft Office products, Laser Pro, and other programs
  • Strong analytical and organizational skills and time management
  • Ability to handle detail-oriented transactions
  • Excellent written and oral communication skills with attention to detail and follow-through
  • Outstanding interpersonal skills, dedication to team work, and enjoys working closely with others
  • Ability to interact with coworkers, follow directions and work rules, and accept constructive feedback

Education/ Licenses/ Work Experience

  • High school diploma or GED equivalent required
  • Three to five years’ experience processing SBA loans

APPLY NOW