Loan Specialist - San Diego, CA

San Diego, California
Feb 01, 2024
Feb 01, 2025

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.      


As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.  



We are looking for a Loan Specialist to provide top notch customer service to our clients and customers at our Scripps Poway Branch in San Diego, CA.This role focuses on providing administrative and operational support within key loan areas. 



Essential Functions: 

  • Provides administrative and/or operational support within one or more of the following loan areas: processing, closing, presentations, servicing, documentation, notes, disbursements, etc.   

  • May draft loan presentations, clear all identified loan exceptions.  

  • Maintains files, documents, notes, etc.   

  • Responsible for verifying completeness of files with all necessary documents and signatures required.   

  • Researches and resolves lending inquiries and issues.   

  • May prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information.   

  • Produce reports as required 

  • Answer questions and follow up with Clients.   

  • Other duties as assigned.   


Schedule: Monday - Friday, 8:30am - 5:30pm 




  • Requires a bachelor's in business, finance or related field and 4+ yrs of banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements.  

  • Extensive knowledge of banking, treasury management, banking/treasury products and procedures.  

  • Extensive working knowledge of applicable regulatory requirements.  

  • Strong sales, client product and relationship management skills.  

  • Strong influence, problem resolution, customer service and communication skills, both verbal and written.  

  • Ability to effectively multitask, complete assignments and meet deadlines.  

  • Strong attention to detail.  

  • Working knowledge of PCs and MS Office products. 




  • Medical, Dental and Vision Insurance - START DAY ONE! 

  • Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance 

  • Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts 

  • Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 

  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience 

  • Mental health benefits, including coaching and therapy sessions 

  • Tuition Reimbursement for qualifying employees 

  • Employee Ambassador preferred banking products 



This position is eligible to earn a base salary in the range of $22 - $23 hourly depending on job-related factors such as level of experience. 

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