Job Details

1365 Seeking a Commercial Loan Documentation Specialist for CA








Santa Maria, California, United States


Banking and Finance




1365 Commercial Loan Documentation Specialist

Full Time

Commercial Loan Documentation Specialist
Full-time Non-Ex Reg Full-Time Clerical
1075 E Betteravia Rd,  Santa Maria, CA 93454
Requisition ID: 1365
Location: Santa Maria Headquarters
Please apply online

Our employees are an important part of the CoastHills experience. Not only are they committed to serving our members, but they're also involved in helping our local communities. After all, this is our home too! If you enjoy a professional work environment and truly want to make a difference in people's lives, we encourage you to apply for a position. It may be the first step towards a long and fulfilling career with CoastHills.

Job Description
Prepares loan documentation for all types of loans, including commercial, business and SBA.  Prepares loan documentation using the appropriate software in accordance with the approved credit authorization.  Reviews credit authorization to identify any questions and takes appropriate action to ensure the delivery of accurate time sensitive loan documents.  This includes researching and problem solving to minimize documentation risk and to ensure that departmental service levels are met.  Participates in departmental projects and provides administrative and operational support for the Business Services Department.

Associate degree in Business, Finance, or Accounting and five or more years business banking experience, or an equivalent combination of training and experience.  Ability to obtain a California Notary Public commission preferred.  Knowledge of LaserPro required, as are advanced MS Office skills, considerable knowledge of business loan and deposit operations and processes, and a thorough understanding of applicable laws and regulations related to commercial lending.

About Us
CoastHills is a not-for profit Credit Union currently serving more than 68,000 members in Santa Barbara, San Luis Obispo, Monterey, Santa Cruz and Ventura Counties. Founded in 1958, to serve the needs of military personnel at Vandenberg Air Force Base, we now proudly serve the entire Central Coast region with 11 branches and a locally staffed full-service call center. With assets of more than $1.2 billion, we are the second largest locally owned financial institution on the Central Coast.

Please apply online