Lending Advisor Associate

Mechanics Bank

Lending Advisor Associate providing essential support to Sr. Lending Advisors and managing loan processing for clients at Mechanics Bank.

Posted 7/9/2026full-timeWalnut Creek • California, Washington • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $42 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Mortgage Lending and Banking, with a strong ability to manage loan pipelines and facilitate communication between sales and operations teams. Proficient in utilizing mortgage lending systems and MS Office Suite to support Sr. Lending Advisors effectively.

Highest-signal resume keywords

Mortgage Lending ExperienceLoan Pipeline ManagementMS Office Suite ProficiencyEncompass (LOS) ProficiencyCustomer Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage LendingLoan ManagementPipeline TrackingDocument CollectionWorkflow Clarification

Soft Skills

Effective CommunicationTeam SupportProblem Solving

Tools & Technologies

MS Office SuiteEncompass (LOS)

Industry Keywords

BankingLendingMortgage ProductsOperational ImprovementsDeposit Accounts

About the role

Key responsibilities & impact

Provide support to the Sr. Lending Advisor Team, by providing assistance with complex transactions
Act as a first level support function for the Sr. Lending Advisor and sales team to assist and support with any and all inquiries
Responsible for assisting assigned Sr. Lending Advisors
Monitor and manage loan pipeline, track progress and ensure timely loan milestones and loan contingencies are met and supporting documents are collected
Work on loan conditions alongside with Sr. Lending Advisors
Assist Sr. Lending Advisors by providing input and guidance in case of workflow uncertainties, clarify processes and procedures as needed
Facilitate effective communication between sales and operations teams
Supports Sr. Lending Advisors and Sales team as necessary with customer contact to follow up on conditions, status on milestones, docs, funding’s and closings
Coordinates processes and follows through to completion of other lending related products and services, such as deposit accounts, trusts, treasury products, etc., as directed by the Mortgage Leadership team
Work on special projects and deliverables as directed by the Mortgage leadership team such as strategic initiatives and operational improvements

Requirements

What you’ll need

High School or GED required
3 years minimum Mortgage Lending, Banking required
Associate's Degree preferred
Additional experience may be considered in lieu of degree
Proficient with: MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems

Benefits

Comp & perks

Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
401(k) and Roth 401(k) with company contribution
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans, Voluntary Legal and Identity Theft Services
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)