Loan Consultant

Description

This opportunity is seeking a banking operations professional with 2-4 years of experience supporting commercial banking account opening functions in a high-volume, detail-oriented environment. The ideal candidate will have hands-on experience processing new account documentation for business, trust, estate, and fiduciary accounts, along with a strong understanding of account-opening controls, compliance requirements, and banking documentation standards.

Successful candidates should be comfortable working within internal banking systems and workflow tools while managing multiple requests with a high degree of accuracy. Strong attention to detail, organizational skills, and the ability to navigate regulatory requirements are critical, as the role involves reviewing documentation, ensuring completeness, mitigating operational risk, and maintaining compliance standards.

Perform end‑to‑end setup of new commercial and fiduciary client accounts through internal account‑opening platforms.

Review, assemble, and validate new account documentation to ensure completeness, accuracy, and compliance.

Process account maintenance requests, including updates, corrections, and documentation remediation.

Support a wide range of account types, including business, trust, estate, and fiduciary structures.

Partner with internal teams to resolve documentation gaps and ensure timely account activation.

Position Details

• Location: Brea, CA
• Schedule: 100% onsite, Monday through Friday
• Duration: 6-month contract with potential extension
• Openings: 2
• Priority: Very urgent

Key Requirements

• 2-4 years of commercial banking operations or back-office experience
• New account opening experience
• Business, trust, estate, and fiduciary account documentation knowledge
• Understanding of banking controls and regulatory requirements
• High-volume processing experience
• Strong accuracy and attention to detail
• Experience using internal banking portals, workflow systems, or account-opening platforms

Skills

loan experience, existing accounts, data accuracy, Operations analysis

Top Skills Details

existing accounts, data accuracy

Additional Skills & Qualifications

Prior exposure to trust, estate, or fiduciary operational workflows

Familiarity with regulatory expectations around KYC, CIP, and account governance

Strong written communication skills for internal issue resolution and documentation follow‑ups

Ability to prioritize workload effectively in a deadline‑driven environment

Experience navigating multiple internal systems simultaneously

Experience Level

Intermediate Level

This is a Contract position based out of Brea, CA.

The pay range for this position is $30.00 - $32.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in Brea,CA.

This position is anticipated to close on Aug 28, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.