Loan Analyst

Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a Loan Analyst to become a critical part of our team.

• Partner with the Relationship Managers, Portfolio Managers, and clients to understand lending needs and guide them through processing, underwriting, closing, funding, and post loan requests.
• Primary focus in residential lending, while also assisting with commercial loan processing.
• Analyze client financials to determine eligibility and structure residential loans.
• Serve as the primary point of contact for all internal and external parties after handoff, ensuring clear communication and smooth transactions.
• Manage the end-to-end loan process, including presenting loans for approval, submitting applications, collecting conditions, coordinating closings, and handling post-closing requests.
• Monitor the loan pipeline to maintain workflow efficiency and meet closing deadlines.
• Ensure accuracy and compliance through meticulous review of financial and loan documentation.
• Maintain exceptional organization across document management, file collection, and recordkeeping.
• Seek ways to enhance processes and procedures, streamline workflows, and strengthen team collaboration.

• Minimum 3 years of prior banking or financial experience in residential underwriting and loan processing.
• Bachelor’s degree in Business, Accounting, or Finance preferred
• Solid understanding of compliance requirements in residential lending.
• Proven success working with high-net-worth clients and handling non-traditional loans and underwriting.
• Strong analytical, critical thinking, communication and mathematical skills
• Exceptional organizational skills and able to prioritize changing priorities.
• Exceptional written and verbal communication skills with strong attention to detail.
• Proficiency in Microsoft Excel and Word required; knowledge of Salesforce preferred.

To apply please send your resume or inquiry to Sue at

BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance.

All qualified applicants are encouraged to apply.