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Bank of San Francisco · 10 hours ago

Loan Analyst

San Francisco, CA

Full-time

Onsite

Mid Level

$73K/yr - $112K/yr

3+ years exp

Bank of San Francisco is a leading community and private bank serving Bay Area businesses, nonprofits, and individuals. They are seeking a Loan Analyst to support the lending process by partnering with various stakeholders and managing loan applications from start to finish.

BankingFinanceFinancial Services

Growth Opportunities

Responsibilities

Partner with the Relationship Managers, Portfolio Managers, and clients to understand lending needs and guide them through processing, underwriting, closing, funding, and post loan requests

Primary focus in residential lending, while also assisting with commercial loan processing

Analyze client financials to determine eligibility and structure residential loans

Serve as the primary point of contact for all internal and external parties after handoff, ensuring clear communication and smooth transactions

Manage the end-to-end loan process, including presenting loans for approval, submitting applications, collecting conditions, coordinating closings, and handling post-closing requests

Monitor the loan pipeline to maintain workflow efficiency and meet closing deadlines

Ensure accuracy and compliance through meticulous review of financial and loan documentation

Maintain exceptional organization across document management, file collection, and recordkeeping

Seek ways to enhance processes and procedures, streamline workflows, and strengthen team collaboration

Qualification

Residential underwritingLoan processingCompliance requirementsMicrosoft ExcelAnalytical skillsMathematical skillsSalesforce knowledgeCommunication skillsOrganizational skills