Mortgage Loan Funding Manager jobs in Santa Cruz, CA

Mortgage Loan Funding Manager manages a team that ensures mortgage loans are processed, filed, and disbursed accordingly. Evaluates files for accuracy and completion. Being a Mortgage Loan Funding Manager develops procedures to ensure compliance with regulations. Monitors funding operations and provides recommendations for improvement to top management. Additionally, Mortgage Loan Funding Manager requires a high school diploma or its equivalent. Typically reports to a manager or head of a unit/department. The Mortgage Loan Funding Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Mortgage Loan Funding Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

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Loan Portfolio Manager
  • Santa Cruz County Bank
  • Watsonville, CA FULL_TIME
  • Description

    About the Role:

    The Loan Portfolio Manager is responsible for managing an existing loan portfolio and client relationships; originating and servicing all types of business and individual loans and lines of credit, both secured and unsecured. Through calling on potential or existing clients, will develop new business and increase or retain existing business relationships. Accepts new client referrals from internal and external sources and works to bring over their full banking relationship. Keeps informed as to the status of loans in their portfolio. Provides subordinate officers with guidance; provides financial counsel to current and prospective clients. Handles the more complex accounts and makes credit decisions independently. Travel will be required to client offices and other sites.


    Who We Are & What We Do:

    If you’re looking for an exciting career opportunity, you’re in the right place. Santa Cruz County Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We engage in impactful volunteering and support the greater economic vitality within our tri-county reach. Our success is due to our amazing team of exceptional, experienced, knowledgeable, and success-oriented employees.

    We’ve been recognized with numerous community leadership awards and our team gives 2000 hours of volunteer service each year. A few honors we’ve received locally, include:

    • Good Times Best of Santa Cruz, Best Bank – 11 consecutive years
    • Santa Cruz Sentinel Reader’s Choice, #1 Best Bank – 8 years
    • Santa Cruz County Chamber of Commerce – Business of the Year 2018 and 2021
    • Press Banner’s Best of Scotts Valley, Best Bank 
    • Register Pajaronian’s Best of Pajaro Valley, Best Bank
    • Second Harvest Food Bank, Big Step and Platinum Awards for Holiday Food and Fund Drive
    • Farm Bureau of Santa Cruz County and Agri-Culture, Al Smith Friend of Agriculture Award

      

    Duties of the position are performed in person and include:

    • Maintain and develop existing loan portfolio and client relationships to create referral sources and contacts to generate new business. Consult with Chief Lending Officer and Chief Credit Officer when credit proposals are developed and presented to client.
    • Provide information and make detailed presentations to prospects specifying product availability, applying creative solutions to client problems/issues. Gather historical and financial data and develop, or assist in developing, program agreements.
    • May consult with and provide guidance to Chief Lending Officer during due diligence process, as information is gathered on client’s financial status, lending needs, etc.
    • Identify specific business needs of client and determine loan limits by analyzing financial data.
    • Participate in sales events, or industry specific seminars as required.
    • Ensure that all loans within assigned portfolio are performing as expected and any issues are addressed in a timely manner.

    Requirements

      

    Preferred Prior Experience:

    • Solid sales experience in a banking environment, generally gained through a minimum of 7 years previous experience.
    • Proven success in generating new business.
    • Thorough understanding of  local market and solid base of contacts required.
    • May require a thorough knowledge of specialty business depending on assignment.

    Preferred Education:

    • BA Business Administration

    Requisite Skills:

    • Good computer skills.
    • Excellent written and verbal communication skills.
    • Thorough knowledge of Bank products and software
    • Strong understanding of financial statements.
    • Ability to analyze complex financial results.
    • Strong interpersonal skills ability to build and maintain client relationships.

    Physical Demands:

    Work is performed in a bank office environment and requires the ability to operate standard office equipment and keyboards. Must have the ability to stand, walk and sit; talk or hear, both in person and by telephone; use hands to finger, handle or feel objects or controls; reach with hands and arms. Regularly required to stoop, kneel, bend, crouch or lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, color vision and the ability to adjust focus. Use of personal vehicle for business travel as necessary. 


    Benefits:

    • Medical, dental, and vision plans
    • Vacation, sick leave, paid Holidays
    • Paid volunteer time
    • Employer paid life insurance
    • 401(k) with employer matching
    • Ongoing training, professional development and career advancement opportunities
    • Commission pay



    Supervisory Responsibilities: 

    • None 
  • 16 Days Ago

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Loan Portfolio Manager
  • Santa Cruz County Bank
  • Santa Cruz, CA FULL_TIME
  • DescriptionAbout the Role:The Loan Portfolio Manager is responsible for managing an existing loan portfolio and client relationships; originating and servicing all types of business and individual loa...
  • 16 Days Ago

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Mortgage Field Services Inspector
  • FAR Inspections
  • Santa Cruz, CA CONTRACTOR
  • FAR Inspections is looking for highly motivated individuals to perform residential occupancy verifications on behalf of mortgage lenders.Independent contractors earn predictable full-time or supplemen...
  • 24 Days Ago

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Interlibrary Loan Assistant
  • University of California - Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • JOB POSTING This position works a Monday-Friday, 10:30am-7pm schedule. The selected candidate will be required to work primarily on campus, with periods of remote work possible based on operational ne...
  • 26 Days Ago

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Internal Home Loan Consultant- Bilingual (English/Spanish) - urgent
  • Klassic Recruitng
  • Watsonville, CA FULL_TIME
  • Company DescriptionKlassic Recruiting is partnering with our client Bay Federal Credit union, to source a Bilingual (English/Spanish) internal home loan consultant to join their high traffic branch ba...
  • 12 Days Ago

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Customer Business Manager / Relationship Manager / Account Manager
  • Superior Foods International
  • Watsonville, CA FULL_TIME
  • Superior Foods International (SFI) is a global importer, distributor, and manufacturer of frozen fruits, vegetables, and value-added meals. Over the past four decades, we have built a culture that is ...
  • 1 Month Ago

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0 Mortgage Loan Funding Manager jobs found in Santa Cruz, CA area

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Construction Superintendent- Mission Gardens
  • Rose Companies
  • Santa Cruz, CA
  • Company Description Jonathan Rose Companies is one of the country's leading owners, developers and operators of green af...
  • 3/28/2024 12:00:00 AM

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Personal Banker Roving - Silicon Central District
  • WELLS FARGO BANK
  • San Jose, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Personal Banker Roving - Silicon Central District
  • WELLS FARGO BANK
  • Santa Clara, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Personal Banker Roving - Silicon Central District
  • WELLS FARGO BANK
  • Campbell, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Personal Banker - Roving Mid Peninsula District
  • WELLS FARGO BANK
  • Burlingame, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Personal Banker - Roving Mid Peninsula District
  • WELLS FARGO BANK
  • South San Francisco, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Personal Banker - Roving Mid Peninsula District
  • WELLS FARGO BANK
  • San Mateo, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Personal Banker - Roving Mid Peninsula District
  • WELLS FARGO BANK
  • Half Moon Bay, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

Santa Cruz (/ˈsæntə ˈkruːz/, Spanish: Holy Cross) is the county seat and largest city of Santa Cruz County, California. As of 2013 the U.S. Census Bureau estimated Santa Cruz's population at 62,864. Situated on the northern edge of Monterey Bay, about 32 mi (51 km) south of San Jose and 75 mi (120 km) south of San Francisco, the city is part of the 12-county San Jose-San Francisco-Oakland Combined Statistical Area. Santa Cruz is known for its moderate climate, natural environment, coastline, redwood forests, alternative community lifestyles, and socially liberal leanings. It is also home to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Mortgage Loan Funding Manager jobs
$80,564 to $108,170
Santa Cruz, California area prices
were up 2.5% from a year ago

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