Mortgage Loan Assistant - San Diego, CA

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)!

Please read the following job description thoroughly to ensure you are the right fit for this role before applying.

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.

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