<p>We are looking for a detail-oriented SBA Loan Closer to join our team on a contract basis in Walnut Creek, California. In this role, you will play a critical part in ensuring the accuracy, compliance, and efficiency of loan processing and administration. The ideal candidate will have experience in SBA 7(a) loans and a strong background in loan documentation and financial analysis.</p><p><br></p><p>Essential duties and responsibilities include the following:</p><p><br></p><p>- Collect and review all information and documentation for completeness and accuracy. This includes but not limited to review of title reports and lien searches, review for conformance to all terms set forth in the SBA Authorization, generate a comprehensive checklist of all items required for closing, and ensure all pending items have been collected.</p><p>- Package loan files and related documents in accordance with SBA requirements and regulations.</p><p>- Obtain SBA Approval through Etran and prepare SBA Authorization in accordance to credit terms/conditions and SBA SOP 50 10</p><p>- Prepare loan documentation using LaserPro and review for completeness and accuracy</p><p>- Correspond with clients, escrow/title and insurance companies to coordinate closing</p><p>- Ensure collateral is protected with all liens perfected in the appropriate position</p>
<p>We are looking for an experienced Senior Loan Closer to join our clients team on a contract basis in San Francisco, California. In this role, you will manage the end-to-end loan closing process, ensuring accuracy, compliance, and timely execution. This position requires a strong understanding of commercial lending practices and attention to detail to support smooth and efficient loan closings.</p><p><br></p><p>Responsibilities:</p><ul><li>Act as the central point of coordination for residential and commercial loan closings, partnering with Relationship and Portfolio Managers to ensure borrower needs are fully understood and files are accurately prepared for finalization.</li><li>Review borrower financials and loan terms to validate eligibility, confirm accuracy of approval documentation, and ensure readiness for closing.</li><li>Oversee all closing activities, including document preparation, condition tracking, underwriting coordination, and deadline management to keep each transaction on schedule.</li><li>Maintain control of an active closing pipeline by monitoring progress, identifying discrepancies, ensuring compliance, and resolving issues before they impact funding.</li><li>Handle post‑closing requirements such as document retrieval, corrections, client follow‑ups, and coordination of any remaining loan actions, with occasional support for commercial transactions.</li></ul>
<p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Personal Banker</strong> who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose. </p><p><br></p><p><strong> Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients regarding personal banking needs.</li><li>Open and maintain deposit accounts including checking, savings, CDs, and IRAs.</li><li>Assist clients with online banking, debit card issues, account maintenance, and general inquiries.</li><li>Educate customers on banking products and recommend appropriate financial solutions.</li><li>Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.</li><li>Process transactions, resolve account issues, and ensure high accuracy in daily operations.</li><li>Maintain compliance with bank policies, security standards, and regulatory requirements.</li><li>Build long-term client relationships based on trust, professionalism, and service excellence.</li></ul><p><br></p>
<p>We are looking for a skilled Residential Loan Specialist to join our client's team in San Francisco, California. In this Contract to permanent position, you will play a pivotal role in managing residential loan processes from start to finish while ensuring precision and compliance at every step. This opportunity is ideal for professionals with a strong background in mortgage lending and a commitment to delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the primary liaison for residential lending, partnering with Relationship and Portfolio Managers to understand borrower needs and guide clients from application through funding.</li><li>Evaluate borrower financials to structure appropriate loan solutions and prepare clear, accurate approval materials.</li><li>Manage the full loan lifecycle, coordinating documentation, conditions, underwriting steps, and closing timelines to ensure smooth execution.</li><li>Maintain oversight of a dynamic loan pipeline, monitoring workflow progress, reviewing documents for accuracy and compliance, and proactively resolving issues.</li><li>Support clients with post‑closing follow‑ups, documentation requests, and ongoing service needs, while occasionally assisting with commercial loan activities as required.</li></ul>
<p>Growing and established company is looking for an excellent Staff Accountant in Mountain View, California (hybrid 3/2 after training in-office). The position involves handling a wide range of accounting functions, including Accounts Payable (AP), Cash applications, Bank Reconciliations, and General Ledger maintenance. </p><p><br></p><p>Responsibilities </p><p>• Carry out the accurate and efficient processing of accounts payable and ensure they are correctly coded to the appropriate general ledger account. </p><p>• Oversee the transaction booking related to checking accounts, including cash withdrawals, broker account activities, and non-cash transactions such as loan-associated purchases.</p><p>• Maintain organized physical record retention systems, which includes filing documents into cabinets. </p><p>• Perform account and bank reconciliations to verify all payments have been duly recorded and all accounts are balanced.</p><p>• Assist in generating financial statements on a monthly and quarterly basis to clients, ensuring timeliness and accuracy. </p><p>• Prepare and present Excel worksheets containing client financial data analysis, such as broker analysis and construction, or investment history spreadsheets. </p><p>• Generate and update client cash reports for monthly client deliverables and in-house review of client disbursements.</p>
