Poppy Bank · 3 months ago
AVP, Senior Loan Operations Officer
Santa Rosa,CA,US
Full-time
Onsite
Mid, Senior Level
7+ years expPoppy Bank is seeking a Senior Loan Operations Officer who will leverage their expertise in loan servicing and documentation. The role involves overseeing complex operational duties, ensuring compliance with regulations, and providing guidance to the Loan Operations Team.
BankingFinancial ServicesLending
Responsibilities
Provides lead support to current Loan Operations Specialists I-III, up to and including all new loans, renewals, and modifications using the Laser Pro software (Primarily commercial)
Ensures accurate and timely completion of the SBA 1502, in addition to ongoing SBA 7a monitoring through the CAFS reporting system
Manages all incoming communications from the SBA and Guide house
Responsible for handling SBA 7a loan payoffs with Guide house
Manages the ongoing Rocket Mortgage/Quicken processes and annual audit
Responsible for working directly with Falconbridge, DMI & US Bank on Mortgage Pool purchases
Ensures accurate and timely completion of the monthly Federal Reserve Bank and quarterly Federal Home Loan Bank pledging
Performs research and ensures timely completion of Subpoena’s in coordination with Legal Counsel, Special Assets and Central Operations
Responsible for the coordination and oversight of internal Loan Operations Audits, as well as State & Federal Exams, up to and including Compliance, Fair Lending, Federal Reserve Bank, Federal Home Loan Bank and Mortgage Pools
Responsible for performing Flood Insurance Audits
Directly supports Loan Operations Team, helping to troubleshoot and resolve complex customer level issues
Other duties may be assigned
Qualification
Required
Requires a minimum of 7 years banking experience in Loan Operations
Requires a minimum of 2 years in loan documentation, preferably commercial loans and with Laser Pro experience
Experience and knowledge of complex entity structures, as they relate to loan documentation
Excellent communication skills, both written and verbal
Excellent organizational and time management skills with proven ability to prioritize and manage workload
Strong interpersonal skills; presents a positive and professional image
Intermediate level proficiency with Microsoft Excel and other Microsoft Office applications
Ability to multi-task in a fast-paced environment
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
2025-09-09
Seattle TechFlash
2025-08-01
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