Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Sr. Documentation Officer (SDO) is an onsite position for our Walnut Creek, San Francisco or Irvine, CA, offices and does not have remote opportunities.
The Sr. Documentation Officer (SDO) is responsible for compliant, effective and accurate preparation of loan documentation for various new, renewed and modified loans of varying complexity. The SDO will coordinate efforts with account officers, title companies, and other departments to obtain all required supporting documentation in accordance with the banks loan file compliance functions. They will ensure that clients are served promptly, courteously, efficiently and professionally. The SDO will assist the Documentation Manager in reviewing documents for accuracy and compliance with applicable regulations and bank policy and is also responsible for assisting in training new loan personnel, monthly tracking and reporting functions. They will make process improvement recommendation to the Documentation Manager and will perform other duties and projects as requested.
QualificationsAbout You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: High school graduate or equivalent required. College Degree preferred.
Required Knowledge: Knowledge of Loan Documentation, and Note Department policies and procedures. Thorough understanding of banking regulations and standard banking practices. Thorough knowledge of LaserPro.
Experience Required: Previous documentation experience and a minimum of 5+ years bank experience in a Loan Department.
Skills/Abilities:
- Good communication skills.
- Professional appearance, dress and attitude.
- Good math skills.
- Ability to use Microsoft Office software package.
Location: Onsite, no remote
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Skills Required
- High school graduate or equivalent
- College degree
- Knowledge of Loan Documentation
- Knowledge of Note Department policies and procedures
- Thorough understanding of banking regulations and standard banking practices
- Thorough knowledge of LaserPro
- Previous documentation experience
- Minimum of 5+ years bank experience in a Loan Department
- Good communication skills
- Professional appearance, dress and attitude
- Good math skills
- Ability to use Microsoft Office software package
- Onsite work in Walnut Creek, San Francisco, or Irvine, CA (no remote)
What We Do
United Business Bank is a commercial bank and subsidiary of BayCom Corp providing various financial services to small and mid-sized businesses. The bank was conceived to give clients access to decision-makers and professional relationships that bring expert knowledge to the table to advance their business goals. As a Bauer 5 Star Rated Bank, they serve as a trusted financial partner for their clients and surrounding communities.
