Loan Servicing Specialist

Company : Cre Recruiting

Job Type : Full Time

Costa Mesa, Costa Mesa

Number of Applicants

000+

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Job Description - Loan Servicing Specialist

Our client, a highly entrepreneurial and growing private lender expanding in Orange County seeks a diligentâ¯Loan Servicing Specialistâ¯to support the companyâs Chief Financial Officer (CFO) in a 50/50 blended role comprised of:

1. The administrative and financial tasks necessary for successfully servicing their diverse CRE & residential loan portfolios â in-house and 3rd party

2. Varied Analyst-level duties related to FP&A, individual loan & portfolio underwriting analysis, systems/platform management + improvement, and special projects

The ideal candidate has 3 yearsâ experience in loan servicing, who has hit their ceiling in their current role as a loan servicer, and wants to learn more about the full-spectrum of finance in CRE. Itâs a rare opportunity to be mentored by a CFO, learn and diversify your skillset, and grow along with the company in this newly-created role.

This role is based out of the companyâs beautiful + conveniently located office located in Costa Mesa, with a hybrid schedule of Monday, Tuesday, & Thursday in-house from 9am-5pm, and Wednesday/Friday worked remotely.

A day in the life of a successful Loan Servicing Specialist includes, but is not limited to:

Payment Processing: Accurately recording all payments, including complex payoffs

Funding & Draws: Managing loan fundings and draws with precision and compliance

Statement & Fees: Preparing & distributing monthly statements for principal, interest, and fees

Wire Verification: Confirming & inputting borrower account details securely

Transaction Maintenance: Reconciling servicing transactions with the General Ledger daily

Inbox Management: Monitoring servicing inbox activity and responding promptly to requests

Customer Support: Delivering responsive, professional support to borrowers & partners

Project Support: Contributing to compliance, reporting, and data initiatives

Team Collaboration: Partnering with Accounting, Finance, and Sales to support operationsâ

Requirements

The ideal Loan Servicing Specialist candidate possesses the following skills & experience:

Education & Experience: Bachelor's degree preferred; 3+ years of loan servicing experience required

Technical Skills: Proficient with Microsoft Office; familiar with servicing and document imaging systems

Communication: Clear and professional verbal and written skills

Organization & Detail: Strong multitasking, problem-solving, and accuracy

Work Style: Adaptable, proactive, and able to build strong internal and external relationships

Original job Loan Servicing Specialist posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Loan Servicing Specialist

Job Description - Loan Servicing Specialist

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