TASI Bank · 1 day ago
Loan Administration Officer I
San Francisco, San Francisco, CA, US
Full-time
Onsite
Mid, Senior Level
$76K/yr - $85K/yr
5+ years expTASI Bank is a community bank that prides itself on being a maverick in the industry. The Loan Administration Officer I will manage loan documentation to ensure compliance and accuracy, while also acting as a liaison between applicants and the bank to facilitate loan processes and support the bank's strategic plans.
BankingFinanceLending
Responsibilities
Oversee all aspects of loan documentation management to ensure legal, regulatory, and operational compliance across the bank’s lending portfolio
Verify that loan documentation—from origination through servicing and payoff—is accurate, complete, and compliant with internal policies, investor requirements, and applicable state/federal laws
Manage document exceptions, ensuring timely delivery of final loan packages, and providing guidance to support staff on documentation standards
Work closely with Loan Operations, Compliance, Legal, and external auditors to identify systemic documentation gaps, implement corrective measures, and maintain audit readiness
Direct the end-to-end loan documentation process, ensuring every document meets legal, regulatory, and bank standards before funding or booking
Regularly audit documentation workflows to ensure compliance with Dodd-Frank, CFPB, state lending laws, and investor guidelines
Mentor new Loan Administration Officers and documentation staff on best practices, compliance requirements, and error prevention
Analyze documentation workflows to identify bottlenecks, implement automation or standardization, and improve turnaround time
Act as escalation point for complex documentation issues, coordinating with internal and external stakeholders for timely resolution
Lead testing and enhancement initiatives for documentation systems, ensuring data integrity and usability
Qualification
Required
Must have strong critical thinking skills
Excellent interpersonal and customer service skills
Ability to work flexible hours/days
Educated on various loan documents and understand its function
Must maintain confidentiality of client transactions and bank records
Team-oriented, possess a positive attitude and work well with others
Ability to interview customers and understand requests
Ability to prioritize; handle multiple tasks and work independently
Strong organization skills and detail-oriented with high degree of accuracy
Detail-oriented, methodical and self-motivated, ability to perform analysis and resolve matters
Above average verbal and written communication, multi-tasking and interpersonal skills
PC proficiency in word processing, spreadsheets and database software in an Internet environment
Ability to operate standard office equipment (typewriter, facsimile, copier, 10-key calculator, HP financial calculator, and telephone)
Bachelor's Degree in Business or Finance
High school graduate or equivalent general education diploma and 5 years banking experience; or a combination thereof
Preferred
Credit Lending or Loan Processing experience preferred
Company
TASI Bank
TASI Bank, a division of Bank of Guam, offers banking for small businesses and CRBs, with digital banking solutions. It is a sub-organization of Bank of Guam.
201-500 employees
Funding
Current Stage
Growth StageRecent News
2025-12-30
2025-12-03
2025-10-23
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