Poppy Bank · 13 hours ago
Commercial Loan Processor
Santa Rosa,CA,US
Full-time
Onsite
Mid Level
4+ years expPoppy Bank is focused on providing excellent banking services, and they are seeking a Commercial Loan Processor to manage the processing of various types of commercial loans. The role involves ensuring compliance with banking regulations, working closely with various stakeholders to compile necessary documentation, and maintaining a high level of customer service throughout the loan process.
BankingFinancial ServicesLending
Responsibilities
Work directly with loan officers, customers, title & escrow companies, attorneys, brokers, insurance companies and construction contractors, as well as various other 3rd parties to obtain all required documentation to develop a complete loan file for underwriting
Compile required financial and collateral documentation including required construction loan documents and obtain applicable endorsements through title. Review file submissions and identify all missing documentation
Ensure compliance with applicable regulatory requirements for RESPA, and Reg B, OFAC, HMDA, Adverse Action and Flood insurance
Work with Loan Officers, Brokers, Escrow Officers and Customers to address any issues and obtain required information and documentation satisfactory to bank underwriting
Manage loan closing processes to ensure all loan conditions and documentation have been reviewed and are satisfactory to bank and regulatory requirements. This includes subsequent updates and any required final reports
Successful and consistent use of various software and websites to perform duties
Maintain a high level of customer service, communication and professionalism with both internal and external parties to always promote the image and philosophy of company
Attend necessary training to adhere to regulatory compliance and company policies, training may be offsite
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Qualification
Required
Minimum 4 years' experience as a Commercial Loan processor
Knowledge of all required financial and collateral documentation for underwriting and understanding of applicable lending compliance regulations
Familiarity with bond financing documentation
Good technical skills including proficiency with Word and Excel programs
Knowledge of loan closing processes including flood insurance guidelines
Ability to multi-task, be detailed oriented, work independently and in a team environment
Preferred
Experience with various loan types including commercial and construction loans as well as standby letters of credit is extremely desirable
Experience with BakerHill NextGen solution (CLOS) and Fiserv DNA is desirable
Benefits
Minimum 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Company
Poppy Bank
poppy bank is the grown to eleven branches across the San Francisco Bay Area and one branch in Southern California .
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Khalid Acheckzai, CPA
President & Chief Executive Officer
Amanda King
VP - Executive Assistant to the CEO
Recent News
2025-10-09
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Seattle TechFlash
2025-08-01
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