Hiring: Operations & Lending Executive Assistant Company: Jobot Location: Santa Barbara, CA Job Posted Time: 2026-09-16 23:05:45 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Portfolio Management About the job Experience: •Up to 1 year of commercial loan processing experience or equivalent preferred •Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button. Qualifications: •Verify and assess the accuracy of borrower information and supporting documentation throughout the loan application process. •Identify, investigate, and resolve discrepancies across loan origination and servicing with minimal supervisory oversight. •Review complex organizational and entity documentation to accurately determine authorized signers and validate approval authorities. •Ensure full compliance with Customer Identification Program (CIP) and Customer Due Diligence (CDD) requirements. •Independently initiate and manage the ordering of appraisals, credit reports, UCC searches, and other due diligence items required for underwriting. •Prepare loan worksheets for approval, coordinate document preparation, and conduct thorough reviews of loan documents for accuracy and completeness. •Compile and manage closing documentation; facilitate loan signing processes and ensure smooth loan closings. •Maintain and organize electronic loan files in Laserfiche in accordance with internal standards. •Support loan officers with portfolio management by tracking post-closing items, monitoring loan maturities, and collecting annual financial statements. •Provide regional support to additional branches as assigned by the Regional Lending Specialist Coordinator. Compensation: •Strong benefits (M,D,V, and 401k) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!