C

Loan Servicing Specialist

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Job Description - Loan Servicing Specialist




Our client, a highly entrepreneurial and growing private lender expanding in Orange County seeks a diligent Loan Servicing Specialist to support the company’s 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 – 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 years’ 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.  It’s 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 company’s 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 operations​







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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