Mortgage Loan Assistant - San Diego, CA
San Diego, CA 
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Posted 1 day ago
Job Description

Did you know Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? We have local operations and management teams in 11 western states, including California Bank & Trust (CB&T)!

At CB&T, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. We're dedicated to our clients, and to each other. The possibilities are endless - come for the job, stay for a career.

Ideal candidates will have the skills and experience necessary to:

  • Provide a variety of administrative, operational and customer service assistance for the assigned real estate department.
  • Provide support to loan officers in their assigned real estate departments and a variety of loan services to new and existing customers.
  • Always provide excellent customer service.
  • Help facilitate loan processes from initiation through closing.
  • Ensure adherence to compliance regulations, security, bank policies, procedures, and goals.
  • Assist with deposit services when needed.
  • Prepare loan package and coordinates submission.
  • Monitor maturing loan reports; prepares documents for renewal and ensures documents are current, requests information, tracks compliance and analyzes data. Ensures accurate documentation and receipt of fees.
  • Coordinate customer service process to ensure timely resolution of issues. Provides research as needed.
  • Review specific GL accounts to monitor and identify issues/problems. Facilitates the production of various reports as needed.
  • Act as department liaison as necessary.
  • Responsible for training and mentoring others. Maintain loan training manual.
  • Other duties as assigned.

Qualifications:

A college degree preferred with 2+ years mortgage lending support and procedures experience, loan processing, or other directly related experience preferred. This is a Zions Bancorporation Enterprise Mortgage Lending role supporting CB&T Residential Mortgage.

  • Working knowledge of mortgage lending processes, loan principles, loan systems.
  • Knowledge of banking process helpful.
  • Must have good organizational and customer service skills.
  • Must possess numeric and verbal aptitudes.
  • Good written and verbal communications skills.
  • Ability to complete processes and meet deadlines.
  • Knowledge of common office software systems and applications.

Benefits:

  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $20.82 - $28.85 hourly depending on job-related factors such as level of experience.



 

Job Summary
Company
Zions Bancorporation
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Salary and Benefits
Open
Required Experience
2+ years
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