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Description

We are looking for a dedicated Loan Administrator/Banker to join our team in San Jose, California.

Key Responsibilities:

+ Assist in the preparation, processing, and closing of consumer, mortgage, and small business loans.

+ Review loan documentation for accuracy and compliance with regulatory requirements and internal policies.

+ Monitor loan files to ensure timely follow-ups, renewals, and disbursements.

+ Maintain and update loan records in the core banking system.

+ Coordinate with underwriters, loan officers, and legal teams during the approval and funding processes.

+ Handle post-closing tasks, including file audits, document imaging, and collateral tracking.

+ Respond to internal and external inquiries regarding loan status and documentation.

+ Serve as the first point of contact for clients regarding banking products and services.

+ Open new accounts, including checking, savings, CDs, IRAs, and more.

+ Conduct needs-based assessments to offer tailored financial solutions.

+ Promote and cross-sell bank products, including loans, credit cards, and investment services.

+ Educate customers on digital banking tools and self-service options.

+ Ensure compliance with KYC/AML and all applicable banking regulations.

+ Handle customer transactions with accuracy, confidentiality, and professionalism.

Requirements • Proven experience in cash handling and managing financial transactions.

• Familiarity with retail banking operations and procedures.

• Strong attention to detail and ability to ensure transaction accuracy.

• Excellent communication and customer service skills.

• Ability to work efficiently in a fast-paced environment.

• Knowledge of banking systems and software is preferred.

• High school diploma or equivalent required.

• Willingness to adhere to compliance and security standards.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .