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Loan Specialist jobs at Zions Bank - 25 jobs

  • Loan Disbursement Specialist

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr 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 * 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 * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $19-32 hourly 6d ago
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  • Loan Disbursement Specialist

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. Prepare payoff quotes, credit bids, default letters and loan modifications. Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. Administer participation loans, coordinate with participating/lead bank(s). Order, input, and review inspection reports. Updates and maintains various reports and ticklers for loan maintenance. Assists with and may serve as liaison with lenders, loan administration, and outside vendors. Monitor and may process interest rate changes. Review loans for past due status, insurance coverage, tickler exceptions, etc. Ensure loan administration is consistent with loan documents, bank and department policies and procedures. Other duties as assigned. Requirements: Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. Basic knowledge of lending disbursement processes, procedures and loan documentation. Basic knowledge of standard construction budget and loan servicing practices and techniques. Must have good audit, problem solving, data entry and customer service skills. Ability to review and process data per loan documentation. Good time management and organizational skills. Must be accurate, detail oriented and able to multi-task. Good communication skills, both verbal and written. Basic knowledge of computer software programs such as word, excel, etc. Requires High School Degree or Equivalent A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: Phoenix, AZ Irvine, CA Houston, TX Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr 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 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 Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $19-32 hourly 4d ago
  • Loan Disbursement Specialist

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a **Loan Disbursement Specialist** to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. **The Disbursement Specialist will:** + Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. + Prepare payoff quotes, credit bids, default letters and loan modifications. + Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. + Administer participation loans, coordinate with participating/lead bank(s). + Order, input, and review inspection reports. + Updates and maintains various reports and ticklers for loan maintenance. + Assists with and may serve as liaison with lenders, loan administration, and outside vendors. + Monitor and may process interest rate changes. + Review loans for past due status, insurance coverage, tickler exceptions, etc. + Ensure loan administration is consistent with loan documents, bank and department policies and procedures. + Other duties as assigned. **Requirements:** + Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. + Basic knowledge of lending disbursement processes, procedures and loan documentation. + Basic knowledge of standard construction budget and loan servicing practices and techniques. + Must have good audit, problem solving, data entry and customer service skills. + Ability to review and process data per loan documentation. + Good time management and organizational skills. + Must be accurate, detail oriented and able to multi-task. + Good communication skills, both verbal and written. + Basic knowledge of computer software programs such as word, excel, etc. + Requires High School Degree or Equivalent + A combination of education and experience may meet job requirements. **Location:** This position is 5 days in-office and can be filled at our downtown office in any of the following locations: + Phoenix, AZ + Irvine, CA + Houston, TX + Salt Lake City, UT **Pay range (depending on location and experience):** **$19-32/hr** **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 + 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 + Employee Ambassador preferred banking products **Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.** **Req ID:** 069072 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $19-32 hourly 42d ago
  • Loan Specialist - Enterprise Services

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $80 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. **Are you looking for opportunities to create a positive impact?** At Enterprise Loan Operations we inspire a culture of continuous improvement and innovation, and a focus on empowering team members through forward-thinking learning opportunities. We are committed to diversity, equity, and inclusion, and believe that success requires a work environment as diverse as our customer base, where people are respected and valued. We recognize our customers are the reason the bank exists and are committed to doing what's best for our customers, our company, and each other. Join our talented team today! **As a File Management Loan Specialist, you will:** Support the 6 affiliated banks by servicing the commercial and consumer loan portfolios. You will be responsible for reviewing and processing the original executed loan documents. You will aid partners regarding inquiries related to the original documents processed and filed and participate in projects and audits as needed. **You'll be a great fit if:** + You have working knowledge of banking and lending processes, especially relating to loan documentation and account maintenance. + You enjoy collaborating with creative, top performing teams, and using your interpersonal and communication skills (both verbal and written). + You use prioritization and time management skills to complete your work and meet deadlines. + You take pleasure in continuously learning and growing. + Your attention to detail helps you deliver top quality work. + You can solve problems by researching and analyzing information. + You enjoy working in a fast-paced environment that quickly changes and provides challenges. + You are comfortable using various Microsoft Office tools (Word, Excel, Outlook, etc.) or similar software. + Your customer service skills create quality experiences for those you serve. **You'll need:** + Some previous banking, loan processing, documentation, servicing or other directly related experience + A High School diploma or equivalent. A combination of education and experience may meet job requirements. **Location:** This position is fully in-office at the new Zions Technology Center in Midvale, Utah. The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus will be the company's primary technology and operations center. This modern and environmentally friendly technology center will enable Zions to continue to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as: + Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station. + At least 75% of the building is powered by on-site renewable solar energy. + Access to outdoor recreation, parks, trails, shareable bikes and locker rooms. + Large modern cafe with a healthy and diverse menu. + Healthy indoor environment with ample natural light and fresh air. + LEED-certified sustainable building that features include the use of low VOC-emitting construction materials. **What we offer:** + Our commitment to your success by providing the training, support, and resources you need. + Medical, Dental and Vision Insurance - STARTING ON YOUR FIRST DAY! + Competitive pay, Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. + 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. + Employee Ambassador preferred banking products. **Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.** **Req ID:** 069312 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $28k-37k yearly est. 12d ago
  • Loan Specialist - Enterprise Services

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $80 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. Are you looking for opportunities to create a positive impact? At Enterprise Loan Operations we inspire a culture of continuous improvement and innovation, and a focus on empowering team members through forward-thinking learning opportunities. We are committed to diversity, equity, and inclusion, and believe that success requires a work environment as diverse as our customer base, where people are respected and valued. We recognize our customers are the reason the bank exists and are committed to doing what's best for our customers, our company, and each other. Join our talented team today! As a File Management Loan Specialist, you will: Support the 6 affiliated banks by servicing the commercial and consumer loan portfolios. You will be responsible for reviewing and processing the original executed loan documents. You will aid partners regarding inquiries related to the original documents processed and filed and participate in projects and audits as needed. You'll be a great fit if: You have working knowledge of banking and lending processes, especially relating to loan documentation and account maintenance. You enjoy collaborating with creative, top performing teams, and using your interpersonal and communication skills (both verbal and written). You use prioritization and time management skills to complete your work and meet deadlines. You take pleasure in continuously learning and growing. Your attention to detail helps you deliver top quality work. You can solve problems by researching and analyzing information. You enjoy working in a fast-paced environment that quickly changes and provides challenges. You are comfortable using various Microsoft Office tools (Word, Excel, Outlook, etc.) or similar software. Your customer service skills create quality experiences for those you serve. You'll need: Some previous banking, loan processing, documentation, servicing or other directly related experience A High School diploma or equivalent. A combination of education and experience may meet job requirements. Location: This position is fully in-office at the new Zions Technology Center in Midvale, Utah. The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus will be the company's primary technology and operations center. This modern and environmentally friendly technology center will enable Zions to continue to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as: Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station. At least 75% of the building is powered by on-site renewable solar energy. Access to outdoor recreation, parks, trails, shareable bikes and locker rooms. Large modern cafe with a healthy and diverse menu. Healthy indoor environment with ample natural light and fresh air. LEED-certified sustainable building that features include the use of low VOC-emitting construction materials. What we offer: Our commitment to your success by providing the training, support, and resources you need. Medical, Dental and Vision Insurance - STARTING ON YOUR FIRST DAY! Competitive pay, Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. 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. Employee Ambassador preferred banking products. Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $28k-37k yearly est. 5d ago
  • Loan Closer - Enterprise Fulfillment

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are seeking a Loan Closer to join Zions Bancorporation. The Loan Closer plays a key role in completing all due diligence associated with satisfying approval and collateral lien perfection conditions prior to the preparation of loan closing documents. This includes requesting, reviewing, and critically interpreting all third-party documents needed to issue the "clear to close" for various types of loans, including real estate and non-real estate secured loans. Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve. May reside in one of these locations: AZ, CA, CO, NV, TX, UT The Loan Closer will: * Review loan approvals for closing conditions, regulatory compliance, appropriate lending authority, and lien perfection requirements * Establish conditions to close * Perform all loan closing tasks and proactively interact with sales, portfolio management, underwriting, document preparation, third-party vendors (e.g., title companies, insurance agencies), and bank customers. * Effectively communicate with all parties, including field personnel and customers, which is essential to expedite loan documentation requests while meeting underwriting, bank policy, compliance, and regulatory requirements. * Other duties as assigned Requirements: * 4+ years of loan closing, documentation, processing, or other directly related experience. * Advanced knowledge of loan closing processes and procedures, lending compliance and regulations, loan systems, and loan documentation. * Must be accurate, detail-oriented, and able to multi-task. * Strong problem resolution, audit, customer service (including direct customer contact), and communication skills-both verbal and written. * Solid working knowledge of loan principles and loan systems. * Solid computer skills, including proficiency in word processing and spreadsheet software. * Requires a High School diploma or equivalent. A combination of education and experience may meet requirements. 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 * 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 * Employee Ambassador preferred banking products * This position is eligible to earn a base salary in the range of $23.36 - $40.19/hourly depending on job-related factors such as level of experience and location
    $23.4-40.2 hourly 6d ago
  • Loan Closer - Enterprise Fulfillment

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are seeking a Loan Closer to join Zions Bancorporation. The Loan Closer plays a key role in completing all due diligence associated with satisfying approval and collateral lien perfection conditions prior to the preparation of loan closing documents. This includes requesting, reviewing, and critically interpreting all third-party documents needed to issue the "clear to close" for various types of loans, including real estate and non-real estate secured loans. Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve. May reside in one of these locations: AZ, CA, CO, NV, TX, UT The Loan Closer will: Review loan approvals for closing conditions, regulatory compliance, appropriate lending authority, and lien perfection requirements Establish conditions to close Perform all loan closing tasks and proactively interact with sales, portfolio management, underwriting, document preparation, third-party vendors (e.g., title companies, insurance agencies), and bank customers. Effectively communicate with all parties, including field personnel and customers, which is essential to expedite loan documentation requests while meeting underwriting, bank policy, compliance, and regulatory requirements. Other duties as assigned Requirements: 4+ years of loan closing, documentation, processing, or other directly related experience. Advanced knowledge of loan closing processes and procedures, lending compliance and regulations, loan systems, and loan documentation. Must be accurate, detail-oriented, and able to multi-task. Strong problem resolution, audit, customer service (including direct customer contact), and communication skills-both verbal and written. Solid working knowledge of loan principles and loan systems. Solid computer skills, including proficiency in word processing and spreadsheet software. Requires a High School diploma or equivalent. A combination of education and experience may meet requirements. 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 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 Employee Ambassador preferred banking products *This position is eligible to earn a base salary in the range of $23.36 - $40.19/hourly depending on job-related factors such as level of experience and location
    $23.4-40.2 hourly 5d ago
  • Loan Closer - Enterprise Fulfillment

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are seeking a **Loan Closer** to join Zions Bancorporation. TheLoan Closer plays a key role in completing all due diligence associated with satisfying approval and collateral lien perfection conditions prior to the preparation of loan closing documents. This includes requesting, reviewing, and critically interpreting all third-party documents needed to issue the "clear to close" for various types of loans, including real estate and non-real estate secured loans. Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve. **May reside in one of these locations: AZ, CA, CO, NV, TX, UT** **The Loan Closer will:** + Review loan approvals for closing conditions, regulatory compliance, appropriate lending authority, and lien perfection requirements + Establish conditions to close + Perform all loan closing tasks and proactively interact with sales, portfolio management, underwriting, document preparation, third-party vendors (e.g., title companies, insurance agencies), and bank customers. + Effectively communicate with all parties, including field personnel and customers, which is essential to expedite loan documentation requests while meeting underwriting, bank policy, compliance, and regulatory requirements. + Other duties as assigned **Requirements:** + 4+ years of loan closing, documentation, processing, or other directly related experience. + Advanced knowledge of loan closing processes and procedures, lending compliance and regulations, loan systems, and loan documentation. + Must be accurate, detail-oriented, and able to multi-task. + Strong problem resolution, audit, customer service (including direct customer contact), and communication skills-both verbal and written. + Solid working knowledge of loan principles and loan systems. + Solid computer skills, including proficiency in word processing and spreadsheet software. + Requires a High School diploma or equivalent. A combination of education and experience may meet requirements. **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 + 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 + Employee Ambassador preferred banking products ***This position is eligible to earn a base salary in the range of $23.36 - $40.19** **/hourly** **depending on job-related factors such as level of experience and location** **Req ID:** 069283 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $23.4-40.2 hourly 15d ago
  • Healthcare Loan Closer

    Us Bank 4.6company rating

    Salt Lake City, UT jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Healthcare Loan Closer is a lending support role working directly with loans, customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Healthcare Relationship Managers and the Healthcare Business Development Officer. Responsibilities include: * Support sales teams in executing a One Bank strategy and growing market share. * Retain and deepen client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. Basic Qualifications * Bachelor's degree, or equivalent work experience * Typically, seven or more years of job-related experience Preferred Skills/Experience * Experience working with closing commercial loans for the healthcare industry * Considerable knowledge of departmental and bank products and services * Proven customer service and problem resolution skills * Proficient computer navigation skills using a variety of software packages including nCino, Salesforce, and Microsoft Office applications * Effective interpersonal, verbal and written communication skills The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $28.27 - $37.69 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $28.3-37.7 hourly 10d ago
  • Healthcare Loan Closer

    U.S. Bank 4.6company rating

    Salt Lake City, UT jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** The Healthcare Loan Closer is a lending support role working directly with loans, customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Healthcare Relationship Managers and the Healthcare Business Development Officer. Responsibilities include: + Support sales teams in executing a One Bank strategy and growing market share. + Retain and deepen client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. **Basic Qualifications** - Bachelor's degree, or equivalent work experience - Typically, seven or more years of job-related experience **Preferred Skills/Experience** - Experience working with closing commercial loans for the healthcare industry - Considerable knowledge of departmental and bank products and services - Proven customer service and problem resolution skills - Proficient computer navigation skills using a variety of software packages including nCino, Salesforce, and Microsoft Office applications - Effective interpersonal, verbal and written communication skills **The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.** If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $28.27 - $37.69 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $28.3-37.7 hourly 9d ago
  • Loan Documentation/Prefunding Specialist - Midvale, UT (In Office)

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This is an in-office role located at our Zions Technology Center, 7860 S. Bingham Junction Blvd, Midvale, UT 84047. The ideal candidate for the Loan Documentation/Prefunding Specialist will have the skills and experience necessary to meet the following responsibilities and qualifications: * Provides administrative and/or operational support for business banking loan operations. * Duties may include loan documentation preparation activities, ensuring the accurate and complete preparation of loan documents, creating legal documents as required i.e.: streamline renewal documents). * Duties may also include assigned pre-funding activities such as verifying and ensuring that the required closed loan documents have been received and properly executed, and for validating balanced disbursement information prior to providing the OK to Fund for loans underwritten and approved. * Employees may be aligned in teams by complexity and may specifically support real estate, non-real estate secured loans, or SBA loans, but may support multiple methodologies and collateral types and therefore must possess the appropriate skills needed for each. * Responsible for meeting turn time and accuracy requirements dictated by established service level agreements. * Works closely with Business Bankers/Branch Managers, Loan Closers and other loan operations departments. * Other duties as assigned. Qualifications: * Requires High School diploma or equivalent and some previous banking or loan process experience or other directly related experience. * Basic knowledge of lending processes and procedures, loan documentation, exceptions, collateral review, payment and loan systems. Knowledge of banking processes 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. * Working knowledge pc's and various word processing, spreadsheet or related software. 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 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
    $28k-32k yearly est. 6d ago
  • Loan Documentation/Prefunding Specialist - Midvale, UT (In Office)

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This is an in-office role located at our Zions Technology Center, 7860 S. Bingham Junction Blvd, Midvale, UT 84047. The ideal candidate for the Loan Documentation/Prefunding Specialist will have the skills and experience necessary to meet the following responsibilities and qualifications: · Provides administrative and/or operational support for business banking loan operations. · Duties may include loan documentation preparation activities, ensuring the accurate and complete preparation of loan documents, creating legal documents as required i.e.: streamline renewal documents). · Duties may also include assigned pre-funding activities such as verifying and ensuring that the required closed loan documents have been received and properly executed, and for validating balanced disbursement information prior to providing the OK to Fund for loans underwritten and approved. · Employees may be aligned in teams by complexity and may specifically support real estate, non-real estate secured loans, or SBA loans, but may support multiple methodologies and collateral types and therefore must possess the appropriate skills needed for each. · Responsible for meeting turn time and accuracy requirements dictated by established service level agreements. · Works closely with Business Bankers/Branch Managers, Loan Closers and other loan operations departments. · Other duties as assigned. **Qualifications:** · Requires High School diploma or equivalent and some previous banking or loan process experience or other directly related experience. · Basic knowledge of lending processes and procedures, loan documentation, exceptions, collateral review, payment and loan systems. Knowledge of banking processes 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. · Working knowledge pc's and various word processing, spreadsheet or related software. **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 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 **Req ID:** 069340 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $28k-32k yearly est. 11d ago
  • Loan Documentation/Prefunding Specialist - Midvale, UT (In Office)

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This is an in-office role located at our Zions Technology Center, 7860 S. Bingham Junction Blvd, Midvale, UT 84047. The ideal candidate for the Loan Documentation/Prefunding Specialist will have the skills and experience necessary to meet the following responsibilities and qualifications: · Provides administrative and/or operational support for business banking loan operations. · Duties may include loan documentation preparation activities, ensuring the accurate and complete preparation of loan documents, creating legal documents as required i.e.: streamline renewal documents). · Duties may also include assigned pre-funding activities such as verifying and ensuring that the required closed loan documents have been received and properly executed, and for validating balanced disbursement information prior to providing the OK to Fund for loans underwritten and approved. · Employees may be aligned in teams by complexity and may specifically support real estate, non-real estate secured loans, or SBA loans, but may support multiple methodologies and collateral types and therefore must possess the appropriate skills needed for each. · Responsible for meeting turn time and accuracy requirements dictated by established service level agreements. · Works closely with Business Bankers/Branch Managers, Loan Closers and other loan operations departments. · Other duties as assigned. **Qualifications:** · Requires High School diploma or equivalent and some previous banking or loan process experience or other directly related experience. · Basic knowledge of lending processes and procedures, loan documentation, exceptions, collateral review, payment and loan systems. Knowledge of banking processes 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. · Working knowledge pc's and various word processing, spreadsheet or related software. **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 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 **Req ID:** 068794 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $28k-32k yearly est. 60d+ ago
  • Loan Documentation/Prefunding Specialist - Midvale, UT (In Office)

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This is an in-office role located at our Zions Technology Center, 7860 S. Bingham Junction Blvd, Midvale, UT 84047. The ideal candidate for the Loan Documentation/Prefunding Specialist will have the skills and experience necessary to meet the following responsibilities and qualifications: · Provides administrative and/or operational support for business banking loan operations. · Duties may include loan documentation preparation activities, ensuring the accurate and complete preparation of loan documents, creating legal documents as required i.e.: streamline renewal documents). · Duties may also include assigned pre-funding activities such as verifying and ensuring that the required closed loan documents have been received and properly executed, and for validating balanced disbursement information prior to providing the OK to Fund for loans underwritten and approved. · Employees may be aligned in teams by complexity and may specifically support real estate, non-real estate secured loans, or SBA loans, but may support multiple methodologies and collateral types and therefore must possess the appropriate skills needed for each. · Responsible for meeting turn time and accuracy requirements dictated by established service level agreements. · Works closely with Business Bankers/Branch Managers, Loan Closers and other loan operations departments. · Other duties as assigned. Qualifications: · Requires High School diploma or equivalent and some previous banking or loan process experience or other directly related experience. · Basic knowledge of lending processes and procedures, loan documentation, exceptions, collateral review, payment and loan systems. Knowledge of banking processes 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. · Working knowledge pc's and various word processing, spreadsheet or related software. 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 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
    $28k-32k yearly est. 4d ago
  • Loan Documentation/Prefunding Specialist - Midvale, UT (In Office)

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This is an in-office role located at our Zions Technology Center, 7860 S. Bingham Junction Blvd, Midvale, UT 84047. The ideal candidate for the Loan Documentation/Prefunding Specialist will have the skills and experience necessary to meet the following responsibilities and qualifications: · Provides administrative and/or operational support for business banking loan operations. · Duties may include loan documentation preparation activities, ensuring the accurate and complete preparation of loan documents, creating legal documents as required i.e.: streamline renewal documents). · Duties may also include assigned pre-funding activities such as verifying and ensuring that the required closed loan documents have been received and properly executed, and for validating balanced disbursement information prior to providing the OK to Fund for loans underwritten and approved. · Employees may be aligned in teams by complexity and may specifically support real estate, non-real estate secured loans, or SBA loans, but may support multiple methodologies and collateral types and therefore must possess the appropriate skills needed for each. · Responsible for meeting turn time and accuracy requirements dictated by established service level agreements. · Works closely with Business Bankers/Branch Managers, Loan Closers and other loan operations departments. · Other duties as assigned. **Qualifications:** · Requires High School diploma or equivalent and some previous banking or loan process experience or other directly related experience. · Basic knowledge of lending processes and procedures, loan documentation, exceptions, collateral review, payment and loan systems. Knowledge of banking processes 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. · Working knowledge pc's and various word processing, spreadsheet or related software. **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 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 **Req ID:** 069287 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $28k-32k yearly est. 14d ago
  • Loan Processor / SBA Portfolio Management - ZiFi, Midvale

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Are you passionate about supporting small businesses, working with great people, and ensuring portfolio excellence? We're looking for an experienced Loan Processor to work with our Small Business Accounts as a Portfolio Manager to join our ZiFi lending team. ZiFi is a modern digital bank redefining business banking. Zions Bancorporation is on a mission to build the bank of the future, redefining what it means to work for a financial institution. We operate in a dynamic, information-driven environment, and we value diverse experiences, perspectives, and expertise to meet the evolving demands of our technology-savvy customers. As a Portfolio Manager supporting ZiFI, you will play a pivotal role in managing and servicing a portfolio of existing loan relationships, ensuring high levels of customer satisfaction and optimal portfolio performance. You will be responsible for analyzing financial statements, monitoring collateral requirements, structuring and pricing loans, and supporting credit analysis and underwriting. This role requires strong analytical skills, attention to detail, and the ability to communicate complex financial information effectively. You will collaborate with bankers and cross-functional teams to deliver tailored solutions and contribute to the overall growth and success of the organization. What you will do: Manage and monitor SBA 7(a) small loan portfolios. Ensure compliance with the SBA's SOP and internal policies. Process new loans, loan modifications, and guaranty fee calculations. Utilize ETRAN for SBSS, servicing updates, and reporting. Collaborate with borrowers, and internal teams to maintain portfolio health. File UCCs, manage insurance requirements, request title and environmental reports. Key Responsibilities: Manage and service a portfolio of existing loan relationships, ensuring customer satisfaction and portfolio profitability. Expand and build relationships with clients, addressing their financial needs and providing exceptional service. Spread and analyze financial statements, address industry risks, and monitor collateral requirements. Structure loans, perform credit analysis and underwriting, and monitor credit performance. Handle reporting on loans, including past dues, documentation and collateral exceptions, financial performance updates, and auto risk grades. Stay informed of financial and market trends, analyzing their impact on the portfolio. Ensure compliance with banking policies, procedures, and regulations. Participate in special projects and other duties as assigned. Collaborate with internal teams to ensure alignment with organizational goals. What We're Looking For: 2 to 4 years of SBA lending experience, specifically SBA 7(a) small loans. Closing loans with collateral including loans with real estate Strong knowledge of SBA SOPs, guaranty fees, and servicing requirements. Hands-on experience with ETRAN and SBA reporting. Excellent analytical and communication skills. Qualifications 2+ years of experience in banking, relationship management, lending, underwriting, credit, or other directly related experience (required). Bachelor's degree in Finance, Business, or a related field (required). Knowledge of SBA loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, and loan documentation. Solid understanding of SBA small loans, services, policies, procedures, and regulations. Strong credit skills in underwriting, financial modeling, valuations, and adherence to policy. Excellent customer service, relationship management, organizational, analytical, and creative problem-solving skills required. Ability to meet deadlines and manage multiple priorities. Must have solid communications skills, both verbal and written. Knowledge of various software applications including word processing and spreadsheets. An equivalent combination of education and experience may meet qualifications. Apply today and help us empower small businesses to thrive! Visa Sponsorship This Portfolio Manager position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. Work Location: This position is fully in office (5 days a week) at the Zions Technology Center - 7860 South Bingham Junction Blvd, Midvale, UT 84047 The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus is the company's primary technology and operations center. This modern and environmentally friendly technology center enables Zions to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as: Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station. At least 75% of the building is powered by on-site renewable solar energy. Access to outdoor recreation, parks, trails, shareable bikes and locker rooms. Large modern cafe with a healthy and diverse menu. Healthy indoor environment with ample natural light and fresh air. LEED-certified sustainable building that features include the use of low VOC-emitting construction materials. 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 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 Employee Ambassador preferred banking products Employees may, at the company's discretion, be eligible to receive a cash bonus award
    $27k-33k yearly est. 5d ago
  • Loan Processor / SBA Portfolio Management - ZiFi, Midvale

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Are you passionate about supporting small businesses, working with great people, and ensuring portfolio excellence? We're looking for an experienced **Loan Processor** to work with our **Small Business Accounts** as a **Portfolio Manager** to join our ZiFi lending team. ZiFi is a modern digital bank redefining business banking. Zions Bancorporation is on a mission to build the bank of the future, redefining what it means to work for a financial institution. We operate in a dynamic, information-driven environment, and we value diverse experiences, perspectives, and expertise to meet the evolving demands of our technology-savvy customers. As a Portfolio Manager supporting ZiFI, you will play a pivotal role in managing and servicing a portfolio of existing loan relationships, ensuring high levels of customer satisfaction and optimal portfolio performance. You will be responsible for analyzing financial statements, monitoring collateral requirements, structuring and pricing loans, and supporting credit analysis and underwriting. This role requires strong analytical skills, attention to detail, and the ability to communicate complex financial information effectively. You will collaborate with bankers and cross-functional teams to deliver tailored solutions and contribute to the overall growth and success of the organization. **What you will do:** + Manage and monitor SBA 7(a) small loan portfolios. + Ensure compliance with the SBA's SOP and internal policies. + Process new loans, loan modifications, and guaranty fee calculations. + Utilize ETRAN for SBSS, servicing updates, and reporting. + Collaborate with borrowers, and internal teams to maintain portfolio health. + File UCCs, manage insurance requirements, request title and environmental reports. **Key Responsibilities:** + Manage and service a portfolio of existing loan relationships, ensuring customer satisfaction and portfolio profitability. + Expand and build relationships with clients, addressing their financial needs and providing exceptional service. + Spread and analyze financial statements, address industry risks, and monitor collateral requirements. + Structure loans, perform credit analysis and underwriting, and monitor credit performance. + Handle reporting on loans, including past dues, documentation and collateral exceptions, financial performance updates, and auto risk grades. + Stay informed of financial and market trends, analyzing their impact on the portfolio. + Ensure compliance with banking policies, procedures, and regulations. + Participate in special projects and other duties as assigned. + Collaborate with internal teams to ensure alignment with organizational goals. **What We're Looking For:** + 2 to 4 years of SBA lending experience, specifically SBA 7(a) small loans. + Closing loans with collateral including loans with real estate + Strong knowledge of SBA SOPs, guaranty fees, and servicing requirements. + Hands-on experience with ETRAN and SBA reporting. + Excellent analytical and communication skills. **Qualifications** + 2+ years of experience in banking, relationship management, lending, underwriting, credit, or other directly related experience (required). + Bachelor's degree in Finance, Business, or a related field (required). + Knowledge of SBA loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, and loan documentation. + Solid understanding of SBA small loans, services, policies, procedures, and regulations. + Strong credit skills in underwriting, financial modeling, valuations, and adherence to policy. + Excellent customer service, relationship management, organizational, analytical, and creative problem-solving skills required. + Ability to meet deadlines and manage multiple priorities. + Must have solid communications skills, both verbal and written. + Knowledge of various software applications including word processing and spreadsheets. An equivalent combination of education and experience may meet qualifications. **Apply today and help us empower small businesses to thrive!** **Visa Sponsorship** This Portfolio Manager position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. **Work Location:** This position is fully in office (5 days a week) at the Zions Technology Center - 7860 South Bingham Junction Blvd, Midvale, UT 84047 The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus is the company's primary technology and operations center. This modern and environmentally friendly technology center enables Zions to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as: + Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station. + At least 75% of the building is powered by on-site renewable solar energy. + Access to outdoor recreation, parks, trails, shareable bikes and locker rooms. + Large modern cafe with a healthy and diverse menu. + Healthy indoor environment with ample natural light and fresh air. + LEED-certified sustainable building that features include the use of low VOC-emitting construction materials. **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 + 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 + Employee Ambassador preferred banking products + Employees may, at the company's discretion, be eligible to receive a cash bonus award **Req ID:** 069060 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $27k-33k yearly est. 36d ago
  • Loan Closer - Midvale, UT (In Office)

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. A Loan Closer at the Business Banking Loan Center (BBLC) has the opportunity to directly impact our ability to meet the financial needs of our customers. Loan Closer's own the processes between an approval of a small business loan, until ready for closing documents. During this phase which is considered the Due Diligence phase of a loan, the loan closer is responsible for creating an amazing client experience through accurately consistently and efficiently performing all job functions. Job functions include: * Proactively communicate and collaborate with all parties necessary to satisfy loan closing requirements, which may include: * Title companies, Insurance agencies, Appraisal/Environmental Teams, Relationship Managers and Borrowers directly. * Understand what is required based on use of proceeds and collateral, for example ordering appropriate appraisals, valuations, performing UCC searches and reviewing entity documents etc. * Must be able to work through multiple loans at various stages in the process and keep communication lines open. * Clearly communicate expectations and meet critical timeframes to adhere to service level agreements while maintaining accuracy. * Multi-tasking and prioritizing critical steps in the loan closing process is essential. * Engage with leadership and team members to ensure continual improvement and best in class experience. * Perform job functions with an above and beyond approach. * Utilize professional communication skills while working directly with customer of the bank. * Problem resolution and execution of expectations. * Be accountable to meet expectations through organizing and prioritizing duties. * Perform other duties as assigned. Qualifications: * Requires a High School degree or Equivalent and 2+ years of loan processing, closing or other directly related experience. * A combination of education and experience may meet requirements. * Proficient knowledge of loan closing processes and procedures, lending compliance and regulations, loan systems and loan documentation. * Must be accurate, detail oriented and have ability to multi-task. * Must have good problem resolution, audit, customer service (direct customer contact) and communication skills. * Working knowledge of loan principles and loan systems. * Solid computer skills including various word processing and spreadsheet software. 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 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
    $32k-38k yearly est. 6d ago
  • Loan Closer - Midvale, UT (In Office)

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. A Loan Closer at the Business Banking Loan Center (BBLC) has the opportunity to directly impact our ability to meet the financial needs of our customers. Loan Closer's own the processes between an approval of a small business loan, until ready for closing documents. During this phase which is considered the Due Diligence phase of a loan, the loan closer is responsible for creating an amazing client experience through accurately consistently and efficiently performing all job functions. Job functions include: · Proactively communicate and collaborate with all parties necessary to satisfy loan closing requirements, which may include: · Title companies, Insurance agencies, Appraisal/Environmental Teams, Relationship Managers and Borrowers directly. · Understand what is required based on use of proceeds and collateral, for example ordering appropriate appraisals, valuations, performing UCC searches and reviewing entity documents etc. · Must be able to work through multiple loans at various stages in the process and keep communication lines open. · Clearly communicate expectations and meet critical timeframes to adhere to service level agreements while maintaining accuracy. · Multi-tasking and prioritizing critical steps in the loan closing process is essential. · Engage with leadership and team members to ensure continual improvement and best in class experience. · Perform job functions with an above and beyond approach. · Utilize professional communication skills while working directly with customer of the bank. · Problem resolution and execution of expectations. · Be accountable to meet expectations through organizing and prioritizing duties. · Perform other duties as assigned. Qualifications: · Requires a High School degree or Equivalent and 2+ years of loan processing, closing or other directly related experience. · A combination of education and experience may meet requirements. · Proficient knowledge of loan closing processes and procedures, lending compliance and regulations, loan systems and loan documentation. · Must be accurate, detail oriented and have ability to multi-task. · Must have good problem resolution, audit, customer service (direct customer contact) and communication skills. · Working knowledge of loan principles and loan systems. · Solid computer skills including various word processing and spreadsheet software. 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 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
    $32k-38k yearly est. 5d ago
  • Loan Closer - Midvale, UT (In Office)

    Zions Bancorporation 4.5company rating

    Loan specialist job at Zions Bank

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by _American Banker as_ one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. A Loan Closer at the Business Banking Loan Center (BBLC) has the opportunity to directly impact our ability to meet the financial needs of our customers. Loan Closer's own the processes between an approval of a small business loan, until ready for closing documents. During this phase which is considered the Due Diligence phase of a loan, the loan closer is responsible for creating an amazing client experience through accurately consistently and efficiently performing all job functions. Job functions include: · Proactively communicate and collaborate with all parties necessary to satisfy loan closing requirements, which may include: · Title companies, Insurance agencies, Appraisal/Environmental Teams, Relationship Managers and Borrowers directly. · Understand what is required based on use of proceeds and collateral, for example ordering appropriate appraisals, valuations, performing UCC searches and reviewing entity documents etc. · Must be able to work through multiple loans at various stages in the process and keep communication lines open. · Clearly communicate expectations and meet critical timeframes to adhere to service level agreements while maintaining accuracy. · Multi-tasking and prioritizing critical steps in the loan closing process is essential. · Engage with leadership and team members to ensure continual improvement and best in class experience. · Perform job functions with an above and beyond approach. · Utilize professional communication skills while working directly with customer of the bank. · Problem resolution and execution of expectations. · Be accountable to meet expectations through organizing and prioritizing duties. · Perform other duties as assigned. **Qualifications** : · Requires a High School degree or Equivalent and 2+ years of loan processing, closing or other directly related experience. · A combination of education and experience may meet requirements. · Proficient knowledge of loan closing processes and procedures, lending compliance and regulations, loan systems and loan documentation. · Must be accurate, detail oriented and have ability to multi-task. · Must have good problem resolution, audit, customer service (direct customer contact) and communication skills. · Working knowledge of loan principles and loan systems. · Solid computer skills including various word processing and spreadsheet software. **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 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 **Req ID:** 069336 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $32k-38k yearly est. 11d ago

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