Credit Legal Administration Specialist

Who We Are

Five Star Bank is an award-winning and high performing $5 Billion community business bank operating through 9 offices - 5 in the Capital Region, 1 in Chico, 1 in Redding, 2 in the San Francisco Bay Area, as well as administration offices in Newport Beach and Downtown Sacramento. With an emphasis on commercial real estate and small to medium sized businesses, we partner with organizations to help them be successful by providing highly customized banking solutions. Organizations bank with us because of our entrepreneurial and empathetic spirit, speed to serve and deep connection to our market. And they trust us. 

Position Overview 

Prepare and coordinate specialized loan documentation, legal communications, and official bank correspondence in accordance with credit approval, bank policies, senior management direction, legal counsel guidance, and applicable federal regulations.

Essential Job Functions

• Prepare specialized loan, credit administration, legal, and official correspondence documents as directed by Credit Administration and approved authorities
• Coordinate, track, and maintain all legal communications, including correspondence with outside counsel and internal stakeholders
• Track legal matters, related deadlines, pending requests, status updates, and legal invoices to ensure timely routing, review, approval, and payment processing
• Track and assist with credit-related subpoenas, levies, search warrants, and related legal requests, including coordination, documentation, routing, follow-up, and retention in accordance with bank procedures and legal guidance
• Establish, document, and maintain legal edit procedures to ensure consistent review, version control, approval routing, and retention of legal and official correspondence
• Manage the bank’s official correspondence that has been reviewed and approved by senior management and legal counsel, including final formatting, distribution, tracking, and retention
• Ensure legal, credit administration, and official correspondence files are complete, accurate, secure, well organized, and maintained in accordance with bank procedures
• Assist the Deputy Chief Credit Officer with specialized documentation, legal coordination, correspondence management, and related credit administration projects
• Interface with legal counsel, customers, title companies, vendors, and bank associates to support timely, accurate, and professional communication
• Produce accurate, complete, and professionally formatted documentation and correspondence consistent with approved templates, procedures, and management direction
• Prepare lender’s instructions to title companies when applicable
• Tickler maintenance and filing as needed
• Comply with all Anti-Money Laundering Laws and Regulations
• Other duties as assigned

Competencies

• Organizational Skills
• Time Management
• Thoroughness
• Communication Proficiency
• Technical Capacity

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

While performing the duties of this position, the employee is in regular communication, is required to use various tools or objects, and have the mobility to move about the office. The employee occasionally lifts and/or moves objects up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.

Position Type/Expected Hours of Work

This is full-time position and hours of work and days are Monday through Friday 8:00 a.m. to 5:00 p.m. Overtime may be necessary as job duties demand.

Travel

No travel is expected for this position.

Requirements

• 3-5 years previous loan documentation, loan servicing, legal coordination, or related credit administration experience
• Knowledge and understanding of compliance, lending practices and risks
• Ability to read, analyze and interpret loan documents
• The ability to function in a team environment, manage time effectively, and use computer software applications, including but not limited, to Laser Pro and Jack Henry

Other Duties

The purpose of the job description is to outline the duties and responsibilities for which the position is held accountable. The job description does not restrict the right of management to change, alter or reassign duties at any time with or without notice.

EEO Statement 

Five Star Bank is an Equal Employment Opportunity (EEO) employer and is committed to creating and maintaining a work environment that is free from all forms of discrimination and harassment. The Five Star Bank EEO policy prohibits harassment or discrimination due to age, ancestry, color, disability, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, race, religious creed, sex (including pregnancy, childbirth, breastfeeding, and any related medical conditions), sexual orientation, and any other classification protected by federal, state, or local laws, regulations, or ordinances. It also prohibits retaliation for engaging in protected activity, such as filing a discrimination or harassment complaint or participating in an EEO investigation. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

If you are a qualified individual with a disability or a disabled veteran and are unable or limited in your ability to access our website, you can request reasonable accommodation by sending an email to HR@fivestarbank.com

NOTE: Five Star Bank personnel are employed on an at-will basis. All employment is at-will and can be terminated with or without cause, at any time, by the Employee or by Five Star Bank for any reason or no reason whatsoever, with or without notice.