Bank Operations Specialist

Company: Financial Institution

Location: Dixon, CA

Role Overview

This role serves as a senior-level contributor within loan operations, supporting the full loan lifecycle from pre-funding through post-closing. The Specialist handles complex loan-processing tasks, ensures file accuracy and compliance, and provides dependable operational support during a period of team transition. The position is fully onsite and requires a candidate comfortable working in a structured, detail-driven environment.

Responsibilities

• Review loan files for accuracy, completeness, and regulatory compliance.

• Prepare and process loan documents, including LaserPro-generated packages.

• Enter, validate, and maintain loan data within core banking systems (Fiserv, FIS Horizon).

• Verify approvals, disclosures, and required conditions prior to funding.

• Board loans into servicing systems following closing.

• Process payments, escrow activities, loan modifications, payoffs, and collateral releases.

• Maintain organized loan records and respond to internal inquiries.

• Support audits and assist in ensuring compliance with federal and state regulations.

• Collaborate with loan officers, processors, underwriters, and internal teams.

Required Experience

• 2-3 years of recent loan operations experience within a bank or credit union.

• Strong preference for loan operations vs. retail or loan production backgrounds.

• Understanding of loan documentation, servicing workflows, and compliance requirements.

• Familiarity with insurance and collateral concepts (AFR, escrow, etc.).

• Systems & Technical Skills: Fiserv, FIS Horizon, LaserPro, Imaging/document management systems, Excel proficiency, Compliance & Audit

• Must possess a strong compliance mindset and understanding of regulatory standards.

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.