Banc of California · 1 day ago
Senior Loan Documentation Administrator
Banc of California is a premier relationship-based business bank focused on providing banking and treasury management services. The Senior Loan Documentation Administrator is responsible for preparing loan documents and ensuring compliance with bank policies and regulatory requirements while supporting the loan closing and funding process.
BankingFinanceFinancial Services
Responsibilities
Handle preparation of non-complex to low-complex loans on LaserPro or Word-based documents in accordance with bank policies, procedures and credit approval
Maintain specialized knowledge of the loan documentation and processing functions, terminology, policies and procedures and may be required to perform the due diligence requirements for commercial loan purchases
Review the loan file for accuracy and completion as needed for preparation of loan documents, including without limitation, BSA documents, entity documents, appraisal information, preliminary reports and searches
Identify any open items within 24 hours of loan assignment and notify the Loan Administrator and Relationship Manager. Manage and update open items list as received and reviewed
Review preliminary title reports, exceptions, and plotted easements and survey if applicable to identify any potential issues, discuss with the Loan Administrator or Business Unit representative as to the course of action; if applicable, compare to the proforma title policy ordered by the Loan Administrator. Request revisions directly with the Loan Administrator/Business Unit representative, if any, as it relates to loan documentation
Prepare and review all types of loan documents, which may include, Loan Agreement, Note, Guarantee(s), Subordination Non-Disturbance Agreement (SNDA)’s, Security Agreements, loan assignments, assumptions and modifications, etc. confirming the loan documents accurately reflect the credit approval and conform to Company policy and regulatory requirements
Ensure Loan Administrator has obtained Certificate of Good Standing from Secretary of State (dated within 90 days of closing) for Borrower, Guarantor, and Managing Member as it relates to the preparation of loan documentation
Complete the Loan Document Review Checklist and submit to the designated loan document reviewer for review and execution
File all collateral related Uniform Commercial Code (UCC)-1 (state level)
Perfect motor vehicle title collateral
Ability to work independently with minimal supervision
Provide backup support to the Loan Administrators, as requested/needed in the loan closing and loan funding process, including, without limitation, reviewing the balance sheet, the closing checklist, flood determinations, insurance (including flood insurance), wire, tax service contract and other funding and closing requirements
Work with the Loan Administrators to organize all loan records and information accordingly within 5 days of closing
Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type
Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct
Performs other duties and projects as assigned
Qualification
Required
3+ of commercial loan documentation experience including: loan documentation preparation, loan documentation maintenance and control, Loan collateral maintenance and control, Credit and public record information searches
Bachelor's Degree and/or relevant work experience or training
Proficient understanding of all documents required for all borrowing entities and ability to assess if the legal documents drawn cover all necessary terms and conditions appropriate for the approved credit product
LaserPro experience is required
Proficient understanding of the loan closing/funding process
Knowledge of real estate and commercial & industrial (C&I) loans and loan documentation
Intermediate knowledge of title policies and related loan regulations such as RESPA, HMDA and other Bank lending policies
Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook
Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
Effective organizational and time management skills
Exceptional oral, written and interpersonal communication skills
Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments
Ability to work with little to no supervision while performing duties
Preferred
Experience with FIS loan accounting system preferred
Proficient with nCino and SalesForce
Small Business Administration (“SBA”) and consumer loan documentation knowledge is a plus
Benefits
You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
Eligible team members receive paid vacation days, holidays, and volunteer time off.
To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
Company
Banc of California
Banc of California provides a full-service banking and home lending to individuals and their businesses and families.
H1B Sponsorship
Banc of California has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (1)
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$20MKey Investors
Patriot Financial Partners
2013-12-05Post Ipo Equity· $20M
2002-08-23IPO
Recent News
2025-12-08
2025-11-12
2025-11-07
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