Loan Servicing Specialist

Company : Cre Recruiting

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.

Share Job

Get your Resume Reviewed for Free

Similar Loan Servicing Specialist Jobs in the US

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Loan Servicing Specialist

Job Description - Loan Servicing Specialist

Requirements

Similar Loan Servicing Specialist Jobs in the US

Mobile Apps