Careers

Business Systems Analyst – Buena Park, CA

Job Responsibilities

• Responsible for eliciting requirements using a variety of activities and tools.
• Leads the decomposition of high-level business and user requirements into functional requirements and quality attributes.
• Responsible for the creation of strategic and tactical direction of the initiative by facilitating requirements review and approval with business owners, project team and management.
• Responsible for developing, analyzing and creating communication content and implementing communication strategy including delivery of communications to project stakeholders. Independently, determines communication methods, frequency and audience.
• Develops and implements initiative’s/product’s vision and scope by defining and prioritizing sub activities, directing meetings as required, identifying operational impacts and creating mitigation plans, designing content of task outlines and user requirements, and clarifying and documenting processes, policies, and procedures.
• Evaluates moderate to highly complex business requirements and interprets them to design the technical specifications to support the business need.
• Co-facilitates requirements prioritization with project managers and/or Senior Business Systems Analysts.
• Facilitates and leads group sessions for problem solving, initiative planning, proposal creation, etc.
• Establishes the strategic direction of process and system improvements initiatives by working with business owners.
• Performs moderate to highly complex business analysis, reengineering, and work process improvement activities.
• Performs research and analysis for planned or proposed changes to business; based on this analysis, recommends course of action for implementation.
• Develops solutions of moderate to high complexity which requires regular use of ingenuity and innovation, and ensures solutions are consistent with organization objectives.
• Build out technology solutions, e.g., data gathering, system configuration, testing, etc. to meet stated business objectives.
• Provide project management support for technology initiatives.
• Assist employees with business processes and technology solutions in person, by telephone or through email communication.
• Works directly with vendors as needed.

Qualifications

Education: 4 years of college coursework in information technology/systems, business administration, or computer science (or equivalent experience).

Experience: 3-5 years full-time employed Information Technology experience and 3 years business technical analysis or project management experience.

Skills and Abilities:

• Knowledge of Windows 10/11, Windows Server, Microsoft 365, Active Directory, email administration, HTML, VoIP phone systems.
• Knowledge with configuring workstations, laptops, smartphones, and peripherals.
• Excellent verbal and written communication skills.
• Able to effectively communicate technical information with non-technical stakeholders.
• Strong interpersonal skills for collaborating with cross-function teams.
• Ability to build relationships with stakeholders at all levels of the organization.
• Strong attention to detail and organizational abilities.
• Ability to manage multiple tasks and projects simultaneously.
• Proficiency in creating clear and concise documentation, such as business requirements, use cases, and technical specifications.
• Excellent customer service skills.

Salary: $ 75,000/yr - $ 85,000/yr

 

Customer Service Representative – San Gabriel, CA

Job Responsibilities

• Receive checks and cash for deposit; verify amounts and examine checks for endorsement and any errors.
• Enter deposits and issue receipts.
• Cash checks and pay out money upon verification of signatures and customer balances.
• Place holds on accounts for uncollected funds.
• Sell Cashier’s checks and other monetary instruments.
• Process Loan payments.
• Process outgoing wire.
• Process return items.
• Notify customers of incoming wires.
• Properly handle Safe Deposit customer.
• Assist with daily call-backs.
• Performs other duties as assigned.

Qualifications

Education: High school diploma or equivalent.

Experience: Cash handling, customer service, general office experience helpful.

Skills and Abilities:

• PC literate.
• Typing.
• Proficient in math.
• Organized and detail oriented.
• Strong communication skills.
• Bilingual may be required.

Salary: $ 39,520/yr - $ 43,680/yr

Customer Service Representative –Rowland Heights, CA

Job Responsibilities

• Receive checks and cash for deposit; verify amounts and examine checks for endorsement and any errors.
• Enter deposits and issue receipts.
• Cash checks and pay out money upon verification of signatures and customer balances.
• Place holds on accounts for uncollected funds.
• Sell Cashier’s checks and other monetary instruments.
• Process Loan payments.
• Process outgoing wire.
• Process return items.
• Notify customers of incoming wires.
• Properly handle Safe Deposit customer.
• Assist with daily call-backs.
• Performs other duties as assigned.

Qualifications

Education: High school diploma or equivalent.

Experience: Cash handling, customer service, general office experience helpful.

Skills and Abilities:

• PC literate.
• Typing.
• Proficient in math.
• Organized and detail oriented.
• Strong communication skills.
• Bilingual may be required.

Salary: $ 39,520/yr - $ 43,680/yr

Customer Service Representative –Silver Lake, CA

Job Responsibilities

• Receive checks and cash for deposit; verify amounts and examine checks for endorsement and any errors.
• Enter deposits and issue receipts.
• Cash checks and pay out money upon verification of signatures and customer balances.
• Place holds on accounts for uncollected funds.
• Sell Cashier’s checks and other monetary instruments.
• Process Loan payments.
• Process outgoing wire.
• Process return items.
• Notify customers of incoming wires.
• Properly handle Safe Deposit customer.
• Assist with daily call-backs.
• Performs other duties as assigned.

Qualifications

Education: High school diploma or equivalent.

Experience: Cash handling, customer service, general office experience helpful.

Skills and Abilities:

• PC literate.
• Typing.
• Proficient in math.
• Organized and detail oriented.
• Strong communication skills.
• Bilingual may be required.

Salary: $ 39,520/yr - $ 43,680/yr

Customer Service Representative (Regular Part-Time) – Oxnard, CA

Job Responsibilities

• Receive checks and cash for deposit; verify amounts and examine checks for endorsement and any errors.
• Enter deposits and issue receipts.
• Cash checks and pay out money upon verification of signatures and customer balances.
• Place holds on accounts for uncollected funds.
• Sell Cashier’s checks and other monetary instruments.
• Process Loan payments.
• Process outgoing wire.
• Process return items.
• Notify customers of incoming wires.
• Properly handle Safe Deposit customer.
• Assist with daily call-backs.
• Performs other duties as assigned.

Qualifications

Education: High school diploma or equivalent.

Experience: Cash handling, customer service, general office experience helpful.

Skills and Abilities:

• PC literate.
• Typing.
• Proficient in math.
• Organized and detail oriented.
• Strong communication skills.
• Bilingual may be required.

Salary: $ 39,520/yr - $ 43,680/yr

New Accounts Representative – Silver Lake, CA

Job Responsibilities

• Processes various new accounts transactions by ensuring proper documentation and identification; maintains existing accounts of all types and closes account as needed.
• Provides quality customer services including servicing existing customers, answering inquiries, recommending solutions to customer problems, ordering checks.
• Maintains files on status of accounts and prepares appropriate branch reports.
• Promotes and cross-sells the Bank's services and products.
• Trains Customer Services Representative in opening new accounts and performing all new account desk functions.
• Backs up supervisor duties as needed.
• Performs other duties as assigned.

Qualifications

Education:

• High school graduate or equivalent.
• Some college business classes preferred but not mandatory.

Experience:

• 2-3 years branch operations experience in a banking environment.
• Thorough knowledge of Bank products and services.

Skills and Abilities:

• PC literate.
• Organized and detail oriented.
• Strong communication skills.
• Bilingual (English/Spanish) may be required.

Salary: $ 45,760/yr - $ 49,920/yr

Assistant Branch Manager – Irvine, CA

Job Responsibilities

• Manage the operations functions of the branch to ensure the highest level of customer service, operating efficiencies, security, audits and compliance with the Bank’s operating standards and regulatory requirements.
• Manage effectively the risks associated with each customer relationship. Utilize good judgment to ensure that any potential loss situation that could adversely affect the Bank is given an adequate level of visibility with senior management and monitor the daily workflow.
• Ensure sound operating conditions in the branch by timely completion of monthly branch certifications, operational reviews daily branch reports, branch cash balancing, all approvals within limits and as assigned.
• Assist in attaining established Bank and branch goals through active participation in sales management and officer call programs. Solicit customers for additional sales.
• Meet with staff on a regular basis to discuss new and existing products, service productivity and customer relations. Advise management on issues affecting customer service to ensure timely research and resolution of problems. Identify and recommend methods to improve effectiveness, efficiency and program(s) productivity. Provide guidance and coaching to staff members as a routine.
• Provide guidance and assistance to branch staff in resolving procedural and personnel administration problems. Provide instruction and cross training on Bank procedures and banking regulations. Ensure performance evaluations of the branch’s non-officer staff are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer servicing skills, and sales/referral activities.
• May serve as Safety and/or Security Officer of the branch.
• Assist in hiring/interviews of new employees, disciplinary actions and annual appraisals of staff under direct report.
• Responsible for all branch approvals within limits set by the bank, which includes and not limited to deposits, withdrawals, wires, monthly certifications, “Teller Overrides”, Daily NSF Reports, Employee’s time and any other process where an approval by the Assistant Branch Manager is required.
• Perform other duties as assigned.

Qualifications

Education:

• High school graduate or equivalent.
• Some college business classes preferred but not mandatory.

Experience:

• 2-3 years branch operations experience in a banking environment.
• Thorough knowledge of Bank products and services.

Skills and Abilities:

• PC literate.
• Organized and detail oriented.
• Strong communication skills.
• Bilingual (English/Mandarin) may be required.

Salary: $ 68,000/yr - $85,000/yr

Commercial Deposit Services Manager – Los Angeles/Buena Park, CA

Job Responsibilities

• The CDSM will support the bank’s deposit growth objectives, manage existing deposits/new account operations and by ensuring adherence to bank policies, laws/regulations as applicable and risk mitigation strategies.
• This position function as a subject matter expert for all treasury products & services, all electronic banking applications, both business and commercial product knowledge.
• The CDSM is involved with enhancing client satisfaction as well as providing the clients with a standard number of treasury management products with a goal of 100% client retention.
• Foster a collaborative and high performing work environment within the deposit services group.
• Monitor and oversee cross-sold Treasury products and services including effectively and efficiently delivering outstanding client service and driving growth.
• Reviews activity trends and tracking metrics to monitor performance, CRM utilization, and income of the various treasury management and deposit servicing functions.
• Implement process improvement, automation, lower efficiency ratio to improve accuracy and speed.
• Customize and manage a range of deposit products & services tailored to both business and individual clients.
• Continuously monitor and adjust product offerings to meet evolving client needs
• Deliver best-in-class client experience.
• Build and nurture relationships with prospective clients and understand pain points while providing consultative solutions to address the client’s needs.
• Ensure exceptional client service and resolve client inquiries and concerns promptly.
• Establish and maintain high service standards within the group.
• Develop and execute strategies to attract and retain deposit clients, including businesses and individual clients.
• Regulatory Compliance: Stay up to date with banking regulations and ensure full compliance with Know Your Customer (KYC) Standards, Customer Information Procedures (CIP), Anti-Money Laundering (AML), Bank Secrecy Act (BSA) and other regulatory requirements.
• Implement processes and systems that align with regulatory changes.
• Security and Fraud Prevention: Lead efforts to prevent deposit fraud and enhance security measures to protect client accounts.
• Stay informed about industry best practices in deposit security.
• Collaborate cross departmentally to develop efficient and effective procedures and materials as needed.
• Performs other duties and special projects as needed and assigned.

Qualifications

Education: High School diploma required.

Experience:

• 10 plus years of portfolio depository management experience with a proven track record of success in client relationship, cross selling, improves client satisfaction, and achieves operational excellence.
• Knowledge of financial institution policies and procedures.
• Understanding of deposit products, online, mobile, and other TM products & services.

Skills and Abilities:

• Excellent verbal and written communication skills.
• PC proficient in Word and Excel.
• Customer service, effective verbal and written communication skills.
• Bilingual may be required.

Salary: $ 120,000/yr - $ 130,000/yr

 

CRA Jr. Analyst (Regular Part-Time) – Los Angeles, CA

Job Responsibilities

• The Community Reinvestment Act (CRA) Jr. Analyst analyzes and maintains records of the Bank’s lending, investments and community development services to ensure the Bank meets the needs of the communities the Bank serves, including those of low- and moderate-income people and neighborhoods.
• Utilize CRA Wiz software to produce CRA performance reports for Lending (Community Development, HMDA, & Small Business).
• Assist in the preparation and integrity of CRA data.
• Track CRA-related investments and services.
• Maintain the Bank’s CRA public file as required by the Community Reinvestment Act.
• Other duties as assigned.

Qualifications

Education:

• AA Degree or Equivalent.
• Bachelor’s degree in business administration/finance/accounting preferred.

Experience: No experience required.

Skills and Abilities:

• Advanced: analytical, mathematical, written and verbal communication, ability to multitask and prioritize, and self- motivated and proactive.
• Intermediate: organizational, Microsoft office, and operate office equipment.

Salary: $ 43,914/yr - $ 57,088.20/yr

Loan Assistant – Portfolio Management – Los Angeles, CA

Job Responsibilities

• Answer the telephone (responds to routine loan officer or customer inquiries relative to account balance, loan balances and pay off request).
• Perform general office administration duties.
• Process daily activities for pay down transaction.
• Process loan pay off requests and coordinate pay off with Note Department.
• Process auto debit/ACH set up requests and coordinate set up with branch and COS.
• Prepare weekly/monthly reports to internal department and upper management.
• Follow up on past due payment/loan maturities/ tax delinquencies with borrowers.
• Follow up on any loan exceptions.
• Request insurance certificate from borrower or insurance agent.
• Prepare verification of deposit / mortgage.
• Assist the Portfolio Manager/Loan Portfolio Specialist in requesting financial report and other required documents from borrower per loan agreement.
• Perform other duties as assigned.

Qualifications

Education:

• College degree in accounting or business preferred but not mandatory. 
• Bachelor’s degree in accounting, finance, economics, and international development studies is a plus.

Experience:

• Minimum 1 – 2 years in customer service experience. 
• Loan administration preferably in commercial lending and real estate loan.

Skills and Abilities:

• PC proficient in Word and Excel.
• Excellent verbal and written communication skills.
• Organized and detail-oriented with the ability to function in a team environment.
• Able to work in a fast paced environment while maintaining a high level of accuracy.
• Bilingual (English/Mandarin or Cantonese) is a plus.

Salary: $ 42,000/yr - $ 52,000/yr

Loan Processor – Los Angeles, CA

Job Responsibilities

• Communicate with borrowers, underwriters and loan officers to assemble file for underwriting.
• Ensure that all of the documentation necessary to obtain loan approval has been received, reviewed and updated.
• Review all files for completeness and accuracy prior to loan submission.
• Review items needed on conditional approval.
• Obtain and verify all underwriting and funding conditions.
• Submit loan for final approval to underwriting.
• Maintain a pipeline of loans and is responsible for the timely and compliant flow of loans until closing.
• Perform other duties as assigned.

Qualifications

Education:

• High school diploma or equivalent.
• AA degree preferred.

Experience: Minimum 1-2 years of current mortgage loan processing experience.

Skills and Abilities:

• Computer literate.
• Effective verbal and written communication skills.
• Excellent time management and organizational skills.
• Knowledge of FNMA, FHLMC, VA and FHA guidelines.
• Bilingual (English/Mandarin) preferred.

Salary: $ 49,899.20/yr - $ 62,379.20/yr

Mortgage Funder – Los Angeles, CA

Job Responsibilities

• Prepare mortgage loan documents and closing disclosures.
• Ensure mortgage loan closing documents are complete and accurate.
• Ensure that all approval and appraisal conditions have been met and properly signed off, and ensures that proper fees are collected and funding figures are correct.
• Review signed loan documents and conditions prior to loan disbursement.
• Communicate with internal staff, mortgage brokers and escrow/title closing agents on funding status.
• Audit closed loan files and perform post-closing activities after loan closing including bank’s log for compliance.
• Prepare accurate funding schedules to issue to clients.
• Perform other duties as assigned.

Qualifications

Education: High school diploma or equivalent

Experience: Minimum 2 years in mortgage funding, post closing, processing, or related experience

Skills and Abilities:

• Computer literate including Encompass.
• Effective communication skills.
• Excellent time management and organizational skills.
• Knowledge of FNMA, FHLMC, VA and FHA guidelines.
• Bilingual (English/Mandarin) preferred.

Salary: $ 68,640/yr - $ 75,000/yr

 

MLO/Wholesale Account Executive – Los Angeles, CA

Job Responsibilities

• Responsible for business development from retail clients (bank branches/real estate companies and other sources) and mortgage brokers (Wholesale Lending) to generate new mortgage loans.
• Respond to customer inquiries and referrals that are generated from own contacts and from other business channels.
• Conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information.
• Provide complete loan applications to processing personnel.
• Ensure exceptional customer service by overseeing loan process from origination to close and providing on-going communication to customers and business partners.
• Coordinate and review loan documentation for loan closing.
• Assist manager in implementing business plan and marketing strategy to achieve the Bank’s financial objectives and CRA goals.
• Cross sell other bank products and services.
• Provides leadership, training and support to less experienced staff members in the department.
• Perform other duties as assigned.

Qualifications

Education: College degree preferred.

Experience: Minimum 3 years of experience in originating mortgage loans (retail or wholesale lending) with a proven track record.

Skills and Abilities:

• Extensive knowledge of mortgage loan and government lending guidelines.
• Strong business development skills.
• PC proficient in Word and Excel and Encompass.
• Excellent verbal and written communication skills.
• Bilingual in Mandarin may be preferred.

Salary: $ 2,000 base salary/month plus commission

 

Mortgage Loan Officer – Los Angeles, CA

Job Responsibilities

• Identify, develop and maintain a quality network of business relationships. Originate and generate new mortgage loans.
• Respond to customer inquiries and referrals that are generated from own contacts and from other business channels.
• Conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information.
• Provide complete loan applications to processing personnel.
• Ensure exceptional customer service by overseeing loan process from origination to close and providing on-going communication to customers and business partners.
• Coordinate and review loan documentation for loan closing.
• Assist manager in implementing business plan and marketing strategy to achieve the Bank’s financial objectives and CRA goals.
• Cross sell other bank products and services.
• Provides leadership, training and support to less experienced staff members in the department.
• Perform other duties as assigned.

Qualifications

Education: College degree preferred.

Experience: Minimum 3 years of experience in originating mortgage loans with a track record of business development.

Skills and Abilities:

• Extensive knowledge of mortgage loan and government lending guidelines.
• Strong business development skills.
• PC proficient in Word and Excel.
• Excellent verbal and written communication skills.
• Bilingual in Mandarin is required.

Salary: $ 2,000 base salary/month plus commission

SBA Underwriter – Los Angeles, CA

Job Responsibilities

• Underwrite new SBA guaranteed loan products, primarily 7a and 504 loans following the Bank’s lending policy and procedures, SBA guidelines and general prudent lending practice.
• Perform financial and ratio analysis on collected financial information to evaluate financial condition/capacity of each applicant.
• Review all legal documents, contracts, escrow documents, preliminary title and lien search report for proper risk assessment.
• Review real estate appraisal, environmental studies and business valuation to analyze collateral adequacy.
• Prepare a comprehensive written report on each loan request for presentation to proper approval authority.
• Conduct applicant interviews and site visits as needed.
• Monitor and service existing loan portfolio.
• Prepare and update daily, weekly and monthly administrative reports
• Promote and cross sell the Bank’s services and products.
• Perform other duties as assigned.

Qualifications

Education: Bachelor’s degree in Business-related major.

Experience: 

• Prior experience in SBA/commercial lending.
• Familiar with SBA financial programs, especially 7a and 504.

Skills and Abilities:

• Track record of business development.
• PC proficient in Word and Excel.
• Customer service, effective verbal and written communication skills.
• Bilingual may be required.

Salary: $ 70,000/yr - $ 86,000/yr

 

Loan Documentation Specialist – Los Angeles, CA

Job Responsibilities

• Prepare loan documentation for CRE, C&I, Construction, small business and SBA loans using Finastra/LaserPro or GoDoc Solution apps in accordance with terms of approved credit commitment and complying with Bank guideline, SBA SOP rules and other regulations.
• Ensure correct input of borrowers and guarantors information as reflected in corporate and legal documents.
• Prepare lender’s instruction letter for loan closing.
• Review loan documentation prepared by attorney services against approved credit commitment.
• Work closely with loan and underwriting officers to prepare loan documents for signature by borrowers and or guarantors.
• Performs other Credit Administration duties as assigned.

Qualifications

Education: 

• Degree in Business or Accounting.

Experience: 

• Minimum two years of experience in lending or credit functions.
• Experience in review of business structure and legal entity documents and advantage.

Skills and Abilities:

• PC literate in MS Word and Excel.
• Organized and detail-oriented with the ability to function in a team environment.
• Bilingual (English/Mandarin) is a plus.

Salary: $ 48,796.80/yr - $ 61,006.40/yr  

Customer Service Representative –Spring Mountain, NV

Job Responsibilities

• Receive checks and cash for deposit; verify amounts and examine checks for endorsement and any errors.
• Enter deposits and issue receipts.
• Cash checks and pay out money upon verification of signatures and customer balances.
• Place holds on accounts for uncollected funds.
• Sell Cashier’s checks and other monetary instruments.
• Process Loan payments.
• Process outgoing wire.
• Process return items.
• Notify customers of incoming wires.
• Properly handle Safe Deposit customer.
• Assist with daily call-backs.
• Performs other duties as assigned.

Qualifications

Education: High school diploma or equivalent.

Experience: Cash handling, customer service, general office experience helpful.

Skills and Abilities:

• PC literate.
• Typing.
• Proficient in math.
• Organized and detail oriented.
• Strong communication skills.
• Bilingual may be required.

Salary: $ 39,520/yr - $ 43,680/yr

Mortgage Loan Officer – Brooklyn, NY

Job Responsibilities

• Identify, develop and maintain a quality network of business relationships. Originate and generate new mortgage loans.
• Respond to customer inquiries and referrals that are generated from own contacts and from other business channels.
• Conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information.
• Provide complete loan applications to processing personnel.
• Ensure exceptional customer service by overseeing loan process from origination to close and providing on-going communication to customers and business partners.
• Coordinate and review loan documentation for loan closing.
• Assist manager in implementing business plan and marketing strategy to achieve the Bank’s financial objectives and CRA goals.
• Cross sell other bank products and services.
• Provides leadership, training and support to less experienced staff members in the department.
• Perform other duties as assigned.

Qualifications

Education: College degree preferred.

Experience: Minimum 3 years of experience in originating mortgage loans with a track record of business development.

Skills and Abilities:

• Extensive knowledge of mortgage loan and government lending guidelines.
• Strong business development skills.
• PC proficient in Word and Excel.
• Excellent verbal and written communication skills.
• Bilingual in Mandarin is required.

Salary: $ 2,000 base salary/month plus commission

 

Customer Service Representative – Elmhurst, NY

Job Responsibilities

• Receive checks and cash for deposit; verify amounts and examine checks for endorsement and any errors.
• Enter deposits and issue receipts.
• Cash checks and pay out money upon verification of signatures and customer balances.
• Place holds on accounts for uncollected funds.
• Sell Cashier’s checks and other monetary instruments.
• Process Loan payments.
• Process outgoing wire.
• Process return items.
• Notify customers of incoming wires.
• Properly handle Safe Deposit customer.
• Assist with daily call-backs.
• Performs other duties as assigned.

Qualifications

Education: High school diploma or equivalent.

Experience: Cash handling, customer service, general office experience helpful.

Skills and Abilities:

• PC literate.
• Typing.
• Proficient in math.
• Organized and detail oriented.
• Strong communication skills.
• Bilingual may be required.

Salary: $ 35,360/yr - $ 39,520/yr

Customer Service Representative (2) – Bensonhurst, NY

Job Responsibilities

• Receive checks and cash for deposit; verify amounts and examine checks for endorsement and any errors.
• Enter deposits and issue receipts.
• Cash checks and pay out money upon verification of signatures and customer balances.
• Place holds on accounts for uncollected funds.
• Sell Cashier’s checks and other monetary instruments.
• Process Loan payments.
• Process outgoing wire.
• Process return items.
• Notify customers of incoming wires.
• Properly handle Safe Deposit customer.
• Assist with daily call-backs.
• Performs other duties as assigned.

Qualifications

Education: High school diploma or equivalent.

Experience: Cash handling, customer service, general office experience helpful.

Skills and Abilities:

• PC literate.
• Typing.
• Proficient in math.
• Organized and detail oriented.
• Strong communication skills.
• Bilingual may be required.

Salary: $ 35,360/yr - $ 39,520/yr

MLO/Wholesale Account Executive – Chicago, IL

Job Responsibilities

• Responsible for business development from retail clients (bank branches/real estate companies and other sources) and mortgage brokers (Wholesale Lending) to generate new mortgage loans.
• Respond to customer inquiries and referrals that are generated from own contacts and from other business channels.
• Conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information.
• Provide complete loan applications to processing personnel.
• Ensure exceptional customer service by overseeing loan process from origination to close and providing on-going communication to customers and business partners.
• Coordinate and review loan documentation for loan closing.
• Assist manager in implementing business plan and marketing strategy to achieve the Bank’s financial objectives and CRA goals.
• Cross sell other bank products and services.
• Provides leadership, training and support to less experienced staff members in the department.
• Perform other duties as assigned.

Qualifications

Education: College degree preferred.

Experience: Minimum 3 years of experience in originating mortgage loans (retail or wholesale lending) with a proven track record.

Skills and Abilities:

• Extensive knowledge of mortgage loan and government lending guidelines.
• strong business development skills.
• PC proficient in Word and Excel and Encompass.
• Excellent verbal and written communication skills.
• Bilingual in Mandarin may be preferred.

$2,000 base salary/month plus commission

 

Relationship Manager – Chicago, IL

Job Responsibilities

• Build positive and strong relationships with customers and develop new relationships that will be profitable and sustainable for the Bank.
• Cross-sell Bank’s products and services.
• Provide good financial solutions to effectively meet customer needs.
• Lead negotiation of terms and conditions with borrowers and assist with structuring of credits as needed.
• Support underwriting and credit monitoring as deemed necessary by Manager.
• Coordinate, collaborate and communicate with internal partners and departments to ensure smooth processing of customer requests and to achieve positive results.
• Participate in local community events or activities as needed to promote Bank’s brand
• Comply with all Bank policies and procedures.
• Perform other duties as assigned.

Qualifications

Education: Bachelor’s degree or equivalent.

Experience: 

• 3 years of experience as a Relationship Manager or equivalent.
• Thorough knowledge of banking regulations, bank products and policies.

Skills and Abilities:

• Strong marketing skills, interpersonal abilities, customer service and communication skills.
• Bilingual (English/Mandarin) is a plus.

Salary: $ 130,000/yr - $ 150,000/yr

Mortgage Loan Officer – Honolulu, HI

Job Responsibilities

• Identify, develop and maintain a quality network of business relationships. Originate and generate new mortgage loans.
• Respond to customer inquiries and referrals that are generated from own contacts and from other business channels.
• Conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information.
• Provide complete loan applications to processing personnel.
• Ensure exceptional customer service by overseeing loan process from origination to close and providing on-going communication to customers and business partners.
• Coordinate and review loan documentation for loan closing.
• Assist manager in implementing business plan and marketing strategy to achieve the Bank’s financial objectives and CRA goals.
• Cross sell other bank products and services.
• Provides leadership, training and support to less experienced staff members in the department.
• Perform other duties as assigned.

Qualifications

Education: College degree preferred.

Experience: Minimum 3 years of experience in originating mortgage loans with a track record of business development.

Skills and Abilities:

• Extensive knowledge of mortgage loan and government lending guidelines.
• Strong business development skills.
• PC proficient in Word and Excel.
• Excellent verbal and written communication skills.
• Bilingual in Mandarin is required.

Salary: $2,000 base salary/month plus commission