Mortgage Loan Assistant - San Diego, CA

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

Did you know Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion?  We have local operations and management teams in 11 western states, including California Bank & Trust (CB&T)!


At CB&T, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development.  We're dedicated to our clients, and to each other. The possibilities are endless - come for the job, stay for a career.


Ideal candidates will have the skills and experience necessary to:

  • Provide a variety of administrative, operational and customer service assistance for the assigned real estate department.
  • Provide support to loan officers in their assigned real estate departments and a variety of loan services to new and existing customers.
  • Always provide excellent customer service.
  • Help facilitate loan processes from initiation through closing.
  • Ensure adherence to compliance regulations, security, bank policies, procedures, and goals. 
  • Assist with deposit services when needed.
  • Prepare loan package and coordinates submission.
  • Monitor maturing loan reports; prepares documents for renewal and ensures documents are current, requests information, tracks compliance and analyzes data. Ensures accurate documentation and receipt of fees.
  • Coordinate customer service process to ensure timely resolution of issues. Provides research as needed.
  • Review specific GL accounts to monitor and identify issues/problems. Facilitates the production of various reports as needed.
  • Act as department liaison as necessary.
  • Responsible for training and mentoring others. Maintain loan training manual.
  • Other duties as assigned.



A college degree preferred with 2+ years mortgage lending support and procedures experience, loan processing, or other directly related experience preferred. This is a Zions Bancorporation Enterprise Mortgage Lending role supporting CB&T Residential Mortgage.

  • Working knowledge of mortgage lending processes, loan principles, loan systems.
  • Knowledge of banking process helpful.
  • Must have good organizational and customer service skills.
  • Must possess numeric and verbal aptitudes. 
  • Good written and verbal communications skills. 
  • Ability to complete processes and meet deadlines.
  • Knowledge of common office software systems and applications.


  • Medical, Dental and Vision Insurance - START DAY ONE! 
  • Life and Disability Insurance, Paid Parental 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $20.82 - $28.85 hourly depending on job-related factors such as level of experience.

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