We are looking for a skilled and detail-oriented Loan Processor to join our team in Sunnyvale, California. This Contract to permanent position offers an opportunity to play a key role in ensuring the efficient and accurate processing of real estate loan applications. The ideal candidate will thrive in a collaborative environment, prioritizing compliance and exceptional service while supporting members throughout the loan process.<br><br>Responsibilities:<br>• Review real estate loan applications to verify completeness and accuracy, ensuring all required information is provided.<br>• Collect, validate, and organize supporting documentation, such as income statements, credit reports, appraisals, and title work.<br>• Enter loan data into the credit union’s system with precision to maintain compliance and accuracy.<br>• Communicate regularly with loan officers, underwriters, and members to facilitate smooth processing and address inquiries.<br>• Ensure loan files adhere to credit union policies, state and federal regulations, and industry standards.<br>• Conduct thorough reviews of loan documentation to identify and correct any errors or omissions.<br>• Collaborate with the lending team to enhance workflows and improve overall efficiency.<br>• Participate in training programs to stay updated on compliance requirements and industry practices.<br>• Track loan progress and provide timely updates to management, ensuring transparency and accountability.<br>• Generate reports to monitor metrics such as application timelines, loan volume, and approval rates.
<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>