Loan Operations Assistant Manager

Primary Responsibilities Summary

The Loan Operations Assistant Manager reports to and assists the Loan Operations Administrator. In addition, the Assistant Manager leads and trains Loan Administration personnel, reviews loan documentation and loan packages, performs call back of boarded loans, and provides administrative support to the Commercial Loan Officers and Lending Department.

Essential Duties

  1. Leads and trains Loan Administration personnel (commercial loan processors) in documenting and processing all types of new and renewal business loans, e.g., commercial real estate, SBA, construction, commercial and industrial, lines of credit, change of terms, etc.
  2. Reviews loan packages to ensure all required documents are present and properly authorized.
  3. Reviews loan documentation, prior to signing, to ensure accuracy and terms and conditions of the loans are documented properly.
  4. Performs call back of boarded loans with the core system to ensure accuracy.
  5. Reviews daily reports from the core system (file maintenance, loan posting, tickler maintenance, etc.) and conducts call back of prior day transactions.
  6. Prepares and submits monthly collateral reports to the Federal Reserve Bank and quarterly collateral reports to the Federal Home Loan Bank of San Francisco.
  7. Reviews 1502 reports prior to submission to Guidance.
  8. Monitor tickler reports to ensure timely follow-up and notification to Commercial Loan Officers prior to loans coming due.
  9. Coordinates files and information for internal and external audits and exams.
  10. Processes loan files and performs other tasks to backup the Loan Administration personnel as needed.
  11. Assists the Loan Operations Administrator in tasks as requested and projects as assigned.
  12. Provides support to the Lending Department and Commercial Loan Officers.
  13. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type.
  14. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
  15. May represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business.
  16. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations, and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.


These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

  • High school diploma or equivalent and four (4) or more years of work experience in a banking commercial loan department, including management and supervision experience; or the equivalent combination of education, training, and experience. Educational experience, through in-house training sessions, formal school, or financial industry related curriculum, should be applicable to the financial industry.
  • Advanced experience, knowledge, and training in documenting complex and unique loan requests.
  • Advanced knowledge of the U.S. Small Business Administration (“SBA”) loan programs, requirements, and 1502 reporting.
  • Advanced understanding of business entity structures (corporations, limited liability companies, partnerships, etc.) and ability to identify different types of entity documents and other supporting business documents required to qualify for loans (i.e., financial statements, tax returns, credit reports, flood and insurance certifications, etc.).
  • Advanced knowledge of loan operations, related state and federal banking laws and regulations, and Bank lending and loan operations policies and procedures.
  • Advanced experience, knowledge, and training in all lending activities and terminologies.
  • Exceptional organizational and time management skills with the ability to provide leadership, management, and training for staff employees using positive management techniques to ensure maximum productivity; demonstrates ability in organization and delegation skills; ability to prioritize and follow through on work assignments with minimal direction; meets deadlines.
  • Exceptional verbal, written, and interpersonal communication skills, including the ability to apply common sense to carry out instructions and instruct others, write reports, correspondence, and procedures, and speak clearly to customers and associates.
  • Ability to gather data and prepare reports for management, auditors, and examiners.
  • Ability to deal with complex customer and employee problems involving multiple facets and variables in non-standardized situations; advanced listening, retention, and tact and diplomacy skills.
  • Ability to make sound decisions to protect the bank from exposure to loss or fraud.
  • Demonstrates high level of accuracy and attention to detail.
  • Proven success in the development of strong customer relationships.
  • Ability to read, analyze, and interpret general business periodicals, professional journals, and technical procedures.
  • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; locate routine mathematical errors.
  • Demonstrates dependable behavior through good attendance and adherence to department scheduling.
  • Ability to exercise discretion to maintain absolute confidentiality over customer finances and other Bank business activities.
  • Strong computer skills, utilizing core system applications, word processing and industry specific software applications, and internet skills.
  • Works with little or no direct supervision to accomplish department objectives and goals. President oversees the results of the work.

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