What are the responsibilities and job description for the Loan Documentation Specialist position at Pacific Valley Bank?
Company Description
Pacific Valley Bank, for over 20 years, has been a trusted financial partner for businesses in Monterey County and the surrounding areas. We deeply invest in the success of our community by offering tailored financial solutions that understand the unique needs of local industries. As a “truly local” bank, we focus on building lasting relationships, reinvesting in our community, and supporting businesses where we live and work. With personalized service and quick decision-making, we provide the tools, resources, and expertise to empower your business.
Role Description
This is a full-time role for a Loan Documentation Specialist located in Salinas, CA. The Loan Documentation Specialist will be responsible for preparing, processing, and ensuring the accuracy and completeness of loan documentation. Daily tasks may include reviewing loan applications, maintaining detailed records, and ensuring compliance with all regulatory requirements. Additionally, the role may involve communication with customers and internal stakeholders to provide support and resolve issues efficiently.
Qualifications
- Comprehensive knowledge of Loan Documents, including preparation and processing
- Excellent Communication and Customer Service skills
- Experience with Loans and Finance, including regulatory compliance and documentation
- Strong attention to detail and organizational skills
- Ability to work independently and collaborate effectively with team members
- Familiarity with banking software and technology is a plus