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Account Executive (SWB210) – Irvine, CA
With direction and supervision from the Account Executive Supervisor, provides direct support to Relationship Managers of the Bank to manage and proactively address the needs of clients in connection with their loans and deposit relationships. Prepares, or assists in the preparation of loan documents, financial spreading, new account documentation, compliance related materials, and any other administrative functions that are tied to the proper maintenance of a loan portfolio. Minimum five years of experience in an administrative support role for a banking institution; strong knowledge of real estate closing, general experience with loan processing and title knowledge; understand different borrowing entity structures and knowledge of various leases; thorough knowledge of Commercial Banking products and services; good working knowledge of Word, Excel, PowerPoint; excellent verbal and written communication abilities.
It is the policy of Sunwest Bank to afford full equal employment opportunity to qualified employees and applicants, regardless of their race, color, religion, sex, national origin, age physical or mental handicaps, military or veteran status, sexual preference, or any other protected condition or characteristic in conformity with all applicable federal, state and local laws and regulations.
Recent Data Breaches
Several data breaches have been reported recently. Protecting your account and your information is important to us. We encourage you to monitor your accounts and alert us immediately if you notice any suspicious activity by calling 800-330-9890.
Security Practices To Protect You From Fraud
You should always be wary of unsolicited emails asking you to disclose any personal details. Sunwest Bank may send an email notice or alert, however, we will never ask you to provide any personal or account information via email.
Avoid Identity Theft
Do not put your address, telephone number, Social Security number, or driver’s license number on personal checks or credit card sales receipts.
Protect Your Financial Information
Exercise your rights under the Fair and Accurate Credit Transaction Act and review your credit report regularly to be sure it's accurate and up to date.
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