Loan Closing Manager - California

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Associates at California Bank & Trust work in a relationship‑centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California‑focused financial services company dedicated to serving its communities, families, and businesses (small, mid‑sized and large), CB&T has been active for 70 years and has more than 80 full‑service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union‑Tribune and Orange County Register.

Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are seeking a seasoned Loan Closing Manager to join our team in California. While our ideal candidate will be based in Huntington Beach or San Diego; we are open to considering highly qualified professionals located anywhere within the state.

• Directly and through subordinates, manages loan closing operations and staff.
• Establishes and maintains closing processes and procedures to ensure quality customer service.
• Manages loan closing activities including the completion of all due diligence activities associated with the preparation of loan closing documents.
• Manages the requesting, reviewing and interpretation of third‑party documents needed to provide the clear to close and efforts to prepare loan closing documents for loans.
• Responsible for the daily workflow to ensure operating schedules are met and staff is adequately trained.
• Manages staff, sets work schedules, allocates and monitors work.
• Assists manager in providing efficient and effective services to customers.
• Reviews and analyzes existing procedures and recommends changes when necessary to ensure area is efficient.
• May be responsible for the verification and quality control of loan documents.
• Manages the Credit Lead queue and assigns due diligence and closing tasks to middle office loan closers.
• Manages any overflow of Credit Lead queues and clears any existing work backlogs.
• Assists the middle office loan closers, client relationship associates and relationship managers to troubleshoot Credit Lead issues.
• Provides training on Credit Lead or related systems to staff as needed.
• Provides technical support and guidance.
• Responsible to manage, implement, and maintain the ongoing monitoring of individual and departmental productivity measures.
• Ensures staffing level needs are met.
• May oversee or handle directly more complex or unique transactions.
• Administers Bank policies and procedures and ensures compliance with applicable laws and regulations.
• Recommends improved processes and implements department policies, procedures and systems.
• Maintains working relationships with branch staff, lending officers, and credit administrators.
• Has authority concerning staffing, performance evaluations, promotions, salary recommendations and terminations.
• Level III must manage Commercial, C &I and/or Commercial RE loan closing groups to qualify for this level of the role.
• Other duties as assigned.

• Requires a Bachelor’s Degree in a related field and 4+ yrs of loan processing, loan operations and credit analysis or other directly related experience. A combination of education and experience may meet requirements.
• Management or supervisory experience required.
• Requires a considerable working knowledge of lending operations, processing, documentation, credit analysis, loan processes and procedures, laws and regulations.
• Requires a working knowledge of related fields including banking, lending, credit administration and the ability to apply that information to the current role.
• Strong analysis and problem resolution…