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 third 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
Loan Servicing Specialist in costa mesa at Unknown Company
This position is listed as full time and able to be worked remotely.