Insurance Loan Associate

  • Location
    Lodi, California
  • Category
    Loan / Mortgage
  • Job reference:
    US_EN_5_849091_2819947
  • Job type
    Direct Hire

***Email heather.allen@accountingprincipals.com to take the next step in the interview process!!!

We are actively looking to add an Insurance Loan Associate to help lead our team in our corporate headquarters in Lodi, CA! You must have 2 years of experience monitoring insurance on loans, loan servicing or related insurance industry work is a must.

We are a well-established banking institution with multple branches throughout California and our loan business has been growing exponentially! 

Our Loan Associates are responsible for ensuring that the Bank’s loan collateral is properly insured and is tasked with monitoring and force placing coverage in the event insurance coverage lapses. Some of the Bank’s loan collateral includes real estate, agricultural crops, vehicles, equipment, and inventory. This position requires the incumbent to have knowledge/experience in loan operations and/or insurance monitoring.

This is a direct-hire (no contract period) position.

We are partnering with Heather Allen from Accounting Principals to help us find the right person for our team.  Please read the decriptions below and if this position sounds ideal for you, please reach out to Heather.allen@accountingprincipals.com.

General Reponsibilities:

  • The Loan Associate is responsible for managing the Bank’s insurance on loans
  • The Loan Associate assists with search requests and other loan operations responsibilities
  • Requirements:

  • Successful completion of a credit history check is a condition of employment
  • Minimum of a high school diploma or G.E.D. required
  • 2 or more years of experience monitoring insurance on loans, loan servicing including insurance, or related insurance industry work; or, combination of equivalent work experience and education including training courses or successful completion of related college-level courses
  • Must have experience in using various computer systems and applications, or be proficient in using banking-related PC applications in a Microsoft Windows environment
  •  We look forward to hearing from you!



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