Loan Servicing Specialist
Loan processor job in Los Angeles, CA
EHR Data Entry Specialist Duration: through April 2026 Salary: $34/hr - $38/hr
Job Description: This position is responsible for performing various Loan Servicing Department tasks to provide an excellent level of customer service and to meet all service level commitments of the Bank. Facilitates the daily completion of data and item processing functions related to loan boarding and servicing.
* Review loan boarding documents and accurately inputs borrower information, loan terms, and all other pertinent information into a variety of loan systems.
* Create and maintain a tickler system for each loan ensuring proper tracking and follow up on items such as collateral insurance, recorded documents, covenants, financial reporting requirements and UCC filings.
* Monitor reporting of property tax delinquencies and provide relevant information to the Portfolio Managers
* Receive and process loan payments and advances.
* Process loan maintenance changes by updating the loan system file.
* Initiate outgoing wire transfers and process incoming wire transfers.
* Process construction draws and the construction interest reserve.
* Process loan payoffs, reconveyances and participation payments.
* Perform daily call back of new loan information and processed payments to ensure accuracy.
* Review reports and certifications (variance, exceptions, etc.) and make necessary corrections; research and resolve problems.
* Monitor and balance assigned general ledger and clearing accounts; research out of balance conditions; input appropriate changes in loan system.
* Print billing notices, statements, past due notices and send to borrowers.
Required Knowledges and Skills
* A Minimum of 3 years' experience in a loan processing environment of a financial institution.
* General knowledge of a variety of loan processing systems.
* Good knowledge of a variety of loan structures and document formats.
* General knowledge of bank and loan compliance and legal documentation.
* Commercial lending preferred but not required.
* Fiserv Precision experience is preferred.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Loan Closing Analyst
Loan processor job in Irvine, CA
Essential Functions
Draft real estate loan documents (including closing instructions) and review executed versions to ensure accuracy and compliance with closing procedures
Review formation documents to determine signing authority and prepare signature blocks
Coordinate closing, and delivery phases of loans originated or acquired to ensure requirements are satisfied within a specified timeframe while maintaining internal checklists in real-time
Be the point of contact between all parties involved in the funding transaction
Data Entry to maintain Salesforce updated in real time
Responsible to request, review and approve settlement statements
Request and analyze current real estate tax information
Perform duties under moderate to close supervision and actively engage supervisor and/or manager to resolve complex issues
Remain current on funding guidelines and compliance requirements
Effectively communicate status and expectations to internal staff, attorneys, and escrow/title
Utilize time management skills to stay on track with multiple loans at various stages of the funding process
Competencies/Skills
Strong attention to detail with the ability to stay organized and problem solve in a fast-paced environment
Ability to articulate issues, problem solve and analyze with creative and outside of the box thinking
Strong communication skills (written and verbal) with internal and external partners; ability to convey findings in a concise and comprehensive manner
Effective organization and time management skills
Capability to build trusting relationships internally and externally and elicit confidence by demonstrating reliability
Strong team player with the ability to work effectively in a cooperative and diverse environment
Capacity to analyze processes, support change and think operationally and strategically to achieve business goals
Advanced use of Microsoft Office Suite
Education and Experience
Associate or bachelor's degree
Minimum 2 years of direct experience closing/funding loans
Working knowledge of lending practices and industry standard processes
Title or Escrow experience is a plus
Accessibility:
At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at ***************************
Loan Servicing Specialist
Loan processor job in Irvine, CA
Center Street Lending is one of the largest lenders for residential transition (fix/flip) and ground up loans for residential investors. Since its founding in 2010, Center Street has originated over $6.5 billion of fix/flip, ground-up, bridge and multi-family loans across 40 states. Center Street Lending provides expert guidance, fast approvals, speedy funding, and personalized in-house service that helps it retain one of the highest customer satisfaction ratings in the industry with 4.8/5.0 google stars. We provide tailored financial solutions designed to meet the unique needs of real estate developers and residential investors.
Center Street Lending is proud to be a registered “Great Place to Work”, listed on the 2025 #Inc 5000 list of fastest growing companies and featured in Scotsman Guide's Top Lenders publication since 2023.
Website: ***************************
Duties & Responsibilities
This position will be responsible for the administrative duties of existing loans, including processing payments, generating, and posting payoffs
Monitoring loan maturity dates and reaching out to customers as necessary
A loan servicing specialist may also be responsible for initiating any necessary procedures for delinquent accounts. setting up or maintaining databases with loan records
Perform a variety of clerical tasks (including data entry and updating loan files
Prepare payoff statements and send to the customer
Ensure all applicable loan documentation is uploaded to image repository system
Handle loans that are complex in nature ensuring all documentation is complied with
Answer questions pertaining to all areas of loan servicing including payment research, loan maturity, payoff amounts, cross collateralization agreements, etc.
This position is responsible for maintaining and updating critical loan data within the servicing system
Respond to phone calls/emails regarding questions on loan payment/transfer letters
Maintain high levels of customer service at all times
Qualifications:
Knowledgeable in Mortgage Terms- Promissory note, Deed Of trust, Appraisal - Preferred
Proficient in Word, Excel, and all Microsoft products
Customer oriented, able to contact customers and provide excellent follow-up and excellent customer service
Background in banking, mortgage, financial services & customer services - Required
Highly organized, and comfortable using database systems and common office software programs
Education:
H.S. Diploma required - additional education preferred
Compensation:
Hourly $24.04-$28.85 + Bonus is 10% of annual pay - paid out quarterly
Onsite -Irvine, CA - M-F - 8AM - 5PM
Benefits:
Paid time off
Health insurance
Dental insurance
Vision
401k plan
Company Events
Great Team Culture!
Mortgage Loan Officer
Loan processor job in Bellflower, CA
🚀 Loan Officer Opportunity - Join Loanplex Mortgage (Bellflower, CA)
Loanplex Mortgage is growing, and we're looking for a high-performing Loan Officer to take on incoming leads and help us serve a diverse range of clients with excellence.
If you're a motivated, accountable, and self-driven professional who thrives on generating business through referrals, consistent follow-up, and relationship-building, we want to meet you.
What We're Looking For:
✔️ 3+ years of loan origination experience
✔️ Comfortable working with complex client scenarios
✔️ Strong communication skills - Bilingual (English/Spanish) preferred
✔️ NMLS & CA DRE licenses required
✔️ In-office position (not remote) at our Bellflower headquarters
✔️ A true self-starter who knows how to turn leads into closings
✔️ Someone who loves helping families, investors, and self-employed clients navigate financing with clarity and confidence
What You'll Do:
Receive qualified leads from our marketing and referral network
Build and maintain strong client relationships
Strategize financing options for a wide variety of borrowers
Follow up consistently from first contact to closing
Represent Loanplex Mortgage with professionalism and integrity
Who We Are:
Loanplex Mortgage is a client-focused mortgage brokerage with a reputation for service, transparency, and results. With over 40 years of combined experience behind our brand, we're committed to helping clients reach their homeownership and investment goals-and we're ready to bring on the right Loan Officer to grow with us.
If you're ready to join a strong team, work in a professional environment, and grow your business with real support and real leads, we'd love to connect.
Let's fund dreams forward. 🏡💼
Send your resume and a brief introduction to ************************* Or Call ************
Loan Processor
Loan processor job in Irvine, CA
Job DescriptionWe are seeking an experience Loan Processor to join a thriving financial service company located in Irvine. This person will be responsible for examining applications, assessing applicant background and denying or processing the loans. The ideal candidate will have 3+ years of experience, a bachelors degree in a related field, and strong communication skills. MUST have conventional loan experience for consideration!
This company offers great benefits, work/life balance and a strong base plus commission! Apply now!
Responsibilities
Perform initial appraisal of potential borrowers by thoroughly examining their applications
Assess the credit standings of applicants through background research
Interview applicants to evaluate their eligibility for loan or mortgage
Conclude on all applicable financial and non-financial criteria and develop loan repayment plans
Follow up with clients to clarify important points
Give the “green light” to eligible candidates and report decisions with sound arguments
Finalize loan contracts and keep clients informed in rules and obligations
Remain up to speed regarding lending and other financial services
Create and renew records
Identify customer needs, explore all options and suggest different types of loans
Cultivate trustworthy referral networks, suggest alternate channels and cross-sell products and services
Forge trust relationships and enhance customer dedication
Work within established regulations and adhere to law requirements at all times
Requirements
3+ years of proven working experience in a Loan Processor role
BSc degree in finance, economics, or a related field
Comprehension of direct/indirect lending procedures
In-depth understanding of relevant rules and regulations
Excellent communication and sales skills
Balance between customer satisfaction orientation and a results driven approach
MUST have conventional loan experience
Mortgage Loan Processor (Los Angeles)
Loan processor job in Los Angeles, CA
* Minimum 3+ years of mortgage loan processor / Jr. underwriter experience required * Bachelor's degree preferred, high school diploma or equivalent required * Strong attention to detail and ability to identify errors in complex documents * Proficiency in loan processing software and system
* Advanced knowledge with state and federal regulations and responsibility for compliance
* Excellent communication and customer service skills to interact with borrowers and loan officers
* Full-time position
Base hourly range: $26.00 - $34.00
Loan Processor
Loan processor job in Irvine, CA
With direction and supervision from the Account Executive Supervisor, provides direct support to Relationship Managers of the Bank to manage and proactively address the needs of clients in connection with their loan and deposit relationships. Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related materials and any other administrative functions that are tied to the proper maintenance of a loan portfolio.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Maintains an assigned/delegated client portfolio as the primary administrative officer.
Maintains an up to date tracking of the status, receipt, and delinquency of all required financial reporting items for their assigned portfolio.
Provides administrative support for all loan and deposit functions of their portfolio, including but not limited to:
Assists PM with collecting and organizing required new account documentation
Processes transfer requests for loans under his/her responsibility
Reviews and assists PM in keeping organized and complete loan files that are ready for FDIC review
Assists RM/PM with compliance administrative functions involved in the onboarding of new loan and deposit accounts
Requests financial information 90 days in advance of all loan reviews/renewals and informs PMs of any past due items.
Interacts independently and uses appropriate discretion with clients and prospects to ensure all administrative functions are addressed in a timely manner.
Maintains an accurate, up-to-date tracking log of all applications for credit in process.
Requests and reviews entity documentation and other required items for creation of loan documents.
Collaborates with bank's Note Department, escrow, title & attorneys, as needed to coordinate loan closings.
Prepares applicable closing checklists, appraisal order forms, and other required forms necessary to process the loan or begin underwriting in a timely manner and provides completed forms to RM/PM for review and approval.
ADDITIONAL RESPONSIBILITIES
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities
MINIMUM QUALIFICATIONS
Understand different borrowing entity structures
Thorough knowledge of commercial banking products and services.
General working knowledge of computer skills to communicate with all levels of bank management, staff and customers. (Excel, Word, PowerPoint and Internet access)
Ability to communicate clearly and effectively.
Strong organizational ability with capacity to efficiently manage multiple projects simultaneously.
Ability to take the initiative and prioritize tasks, good time-management, problem prevention and problem-solving skills.
COMPETENCIES:
Adaptability
Communication
Decision Making
Initiative
Innovation
Motivator
Organization
Professionalism
Results Orientated
IND123
Auto-ApplyLoan Processor
Loan processor job in Irvine, CA
Mission Loans is seeking experienced mortgage professionals who thrive in a fast-paced environment while maintaining a focus on quality of work and delivering an exceptional customer experience. As a Loan Processor, your primary mission is to serve as the primary point of contact for borrowers, process loans from set-up to funding, and ensure quality packaging and timely progression through all critical fulfillment milestones, ultimately delivering a best-in-class customer experience.
PRIMARY DUTIES & RESPONSIBILITIES:
Overall responsibility for processing loans from set-up to funding, ensuring accurate packaging, timely progression through all critical fulfillment milestones, and delivering a best-in-class customer experience.
Serve as the primary point of contact for the borrower throughout the loan fulfillment process, including communicating clearly, frequently, and effectively to guide them through the loan process seamlessly.
Review and validate borrower information is and remains accurate in the LOS, as well as all loan documentation submitted by the borrower and third-party service providers is complete, accurate, and verified.
Process loan files by (i) verifying and analyzing credit, income, assets, and collateral against AUS findings, (ii) reviewing the loan package to ensure it complies with company and/or investor guidelines, and (iii) complete and accurate packaging of the loan for submission to underwriting and closing.
Partner with production, underwriting, closer-funders, and third-party service providers (i.e. title, verifications, notary) to resolve problems, qualification issues, and clear conditions throughout the fulfillment process.
Timely prepare, validate, and deliver Revised Loan Estimates, Interim &/or Re-Disclosures, and Closing Disclosures following regulatory and company guidelines.
Operate to meet and exceed customer expectations.
Operate in a manner that promotes loan quality and compliance with lending laws.
Maintain loan pipeline productivity and quality performance at or above required goals.
SKILLS & ABILITIES:
Subscribe to the mission of creating a truly customer and team-member-centric environment.
Love to come to work every day and win.
Highly motivated, self-starter with the ability to work independently under minimal supervision and as a team player.
Clear, effective interpersonal skills and written and verbal communication skills.
Ability to work in a fast-paced, multi-tasking environment and manage multiple deadlines.
Strong problem-solving and creative thinking skills.
Ability to learn and adapt to guideline changes.
Strong organization, follow-through and time management skills.
Excellent attention to detail with a commitment to accuracy and quality.
Dependable, responsible, and able to use good judgment.
QUALIFICATIONS & EXPERIENCE
5+ years of processing experience in high-volume mortgage setting.
Extensive knowledge in the following loan programs/products: conventional, FHA, VA, refinance and purchase, a plus - jumbo & non-QM.
Thorough understanding of agency & investor underwriting guidelines, policies and procedures.
Knowledge of and responsibility for compliance with state and federal regulations applicable to loan fulfillment.
Intermediate math skills; adept at calculating income from salaried and self-employed borrowers.
Basic proficiency in Microsoft Office products (Excel, Word, PowerPoint, etc.).
Experience with Empower is a plus.
Bilingual (read, write, speak) in Spanish, a plus.
Other Duties: This position profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may be asked to perform additional related duties, as assigned, in order to meet the needs of the organization.
Compensation: $17.00 per hour base pay, with significant bonus potential through a points-based, tiered incentive plan.
Mission Loans, LLC. is proud to be an Equal Opportunity Employer. Americor does not discriminate based on race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law.
Notice to Agencies: Mission Loans, LLC. (the "Company") has an internal recruiting department. Mission Loans, LLC may supplement that internal capability from time to time with assistance from temporary staffing agencies, placement services, and professional recruiters ("Agency"). Agencies are hereby specifically directed NOT to contact Mission Loans, LLC. employees directly in an attempt to present candidates. The Company's policy is for the internal recruiting team or other authorized personnel to present ALL candidates to hiring managers. Any unsolicited resumes sent to Mission Loans, LLC. from a third party, such as an Agency, including unsolicited resumes sent to a Company mailing address, fax machine, or email address, directly to Company employees, or to the resume database, will be considered Company property. Mission Loans, LLC. will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Mission Loans, LLC. will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.
Auto-ApplyBilingual Loan Processor
Loan processor job in San Juan Capistrano, CA
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Bilingual Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Bilingual Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations.
Job Responsibilities:
Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting.
Assemble the complete loan package in proper order for underwriting.
Verify all required documentation (pre-underwrite) in the file.
Complete the required loan checklist.
Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting.
Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan.
Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures.
Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information.
Verify that vendor orders are complete, invoices are received and in the applicant's E-file.
Manage pipeline by completing and submitting reports within allotted turn-around times.
Assist set-up of loans.
Document all communication related to the loan application in the conversation log.
Train and assist supervision of new Loan Processors and other processing personnel.
Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors.
Available to work varying hours and overtime if needed.
Qualifications and Skills:
High School Diploma or equivalent.
Minimum of 5 years' residential mortgage processing experience.
Experience with Encompass.
Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred.
Knowledge of DU, LP, Microsoft Office, and Windows.
Excellent math and analytical skills.
Excellent communication skills.
Excellent prioritization and time management skills.
Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
Hourly Rate: 25.00 - 30.00
Bonus Eligible if applicable
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position
#LI-CCMREC
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Auto-ApplyMortgage Loan Processor (Equity)
Loan processor job in Irvine, CA
at loan Depot
The Senior Loan Processor is responsible for managing the customer relationship from initial commitment to funding. The role requires that all Internal policies and procedures are followed to make the transaction for the customer as smooth and efficient as possible. This will include working with customers, vendors, sales and in-house operations.Responsibilities:
Collects all conditions up to loan funding after initial handoff from sales
Prepares, validates, communicates, and delivers disclosures
Manage a pipeline of 40-60+ loans at a given time.
Acts as the primary liaison between Sales, Title, Escrow, Funding and Borrowers working at a fast yet detailed pace
Reviews documentation including credit, income and title for accuracy demonstrating a high attention to detail.
Communicate with customer consistently meeting companies SLA's
Requirements:
Minimum of 2+ years recent mortgage processing experience required, a call center environment preferred
Strong knowledge of various loan products and programs, specifically FHA/VA/Conv/Seconds.
Ability to adhere to established turn times, productivity, fast paced while maintaining quality metrics is required.
Why work for #teamloan Depot:
Competitive compensation package includes the ability to earn incentive compensation in addition to a base hourly wage.
Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive.
Work with other passionate, purposeful, and customer-centric people.
Extensive internal growth and professional development opportunities including tuition reimbursement.
Comprehensive benefits package including Medical/Dental/Vision.
Wellness program to support both mental and physical health.
Generous paid time off for both exempt and non-exempt positions.
About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, as the nation's second largest non-bank retail mortgage lender, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.Base pay is one part of our total compensation package for Senior Account Manager III. The base hourly rate for this role is $18.50/hour plus an uncapped commission plan. Actual earnings may vary depending on individual performance. Based on historical data, the estimated total annual compensation including the base hourly rate and commissions ranges from $75,000 to $150,000.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplyLoan Specialist- Los Angeles, CA
Loan processor job in Los Angeles, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Loan Specialist to provide top notch customer service to our clients and customers for our greater Southern California West Region. This role focuses on providing administrative and operational support within key loan areas.
Essential Functions:
* Provides administrative and/or operational support within one or more of the following loan areas: processing, closing, presentations, servicing, documentation, notes, disbursements, etc.
* May draft loan presentations, clear all identified loan exceptions.
* Maintains files, documents, notes, etc.
* Responsible for verifying completeness of files with all necessary documents and signatures required.
* Researches and resolves lending inquiries and issues.
* May prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information.
* Produce reports as required.
* Answer questions and follow up with clients.
* Other duties as assigned.
Schedule: Monday - Friday, 9:00am - 5:00pm
Qualifications:
* Requires High School diploma or equivalent and some 6+ year banking or loan processing, documentation or loan assistant experience or other directly related experience. College degree preferred. A combination of education and experience may meet job requirements.
* Expert knowledge of lending processes, loan principles, documentation, and loan systems.
* Working knowledge of banking processes and procedures.
* Must have excellent organizational and customer service skills.
* Must possess strong numeric and verbal aptitudes.
* Excellent research, audit and communications skills, both written and verbal.
* Ability to complete processes and meet deadlines.
* Advanced working knowledge computer program i.e word processing, spreadsheets or related software.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
* Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits, including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $51,319 - $85,531 annually depending on job-related factors such as level of experience.
Bilingual Loan Specialist
Loan processor job in Torrance, CA
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Bilingual English/Spanish
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Average pay range: $23-$26/ hour
Pay range only applies to California residents.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
Key Word Tags
Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Auto-ApplyLoan Boarding Specialist
Loan processor job in Los Angeles, CA
CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments.
The Loan Boarding Specialist is responsible for accurately onboarding newly originated, acquired, or transferred loans into the company's servicing system. This role ensures data integrity, compliance with regulatory and investor guidelines, and seamless coordination with internal and external stakeholders. The ideal candidate has strong attention to detail, experience with loan documentation, and familiarity with loan servicing platforms.
Key Responsibilities
Review loan documentation for completeness and accuracy (notes, disclosures, collateral documents, closing packages, etc.).
Enter and validate loan data within the servicing system (e.g. Encompass/ICE)
Upload and organize supporting documents into the imaging system.
Perform QC checks to ensure loans meet investor, regulatory, and company servicing requirements.
Validate critical fields such as interest rates, amortization schedules, escrow setup, payment methods, and special loan features.
Resolve data discrepancies by coordinating with originations, closing, underwriting, and secondary marketing teams.
Communicate with lenders, brokers, or onboarding partners to obtain missing information or documentation.
Support Servicing, Accounting, Escrow, and Investor Reporting teams with loan-level questions.
Track and manage onboarding timelines to ensure loans are boarded accurately and on time.
Monitor loan boarding pipelines and ensure proper workflow progression.
Generate reports and reconcile data to confirm successful system uploads.
Recommend process improvements to increase accuracy and efficiency.
Requirements
1+ years of experience in loan servicing, loan operations, mortgage banking, or related financial industry.
Strong knowledge of loan documents, loan lifecycle, and regulatory requirements (RESPA, TILA, CFPB, etc.).
Proficiency in loan servicing systems and document management software.
Excellent attention to detail, analytical skills, and organizational skills.
Ability to work in a fast-paced, deadline-driven environment.
Why Join CAKE Mortgage?
Be part of a fast-growing company changing the game in Non-QM.
Competitive compensation and performance-based bonuses.
Collaborative and entrepreneurial culture.
Opportunities for career advancement and innovation.
Cake Mortgage does not tolerate discrimination of any type. Cake Mortgage offers equal employment opportunity to all qualified persons without regard to race, age, color, religion, sex/gender, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, ancestry, disability, or any other considerations made unlawful by Federal, State, or Local law. Cake Mortgage provides eligible and qualified employees with opportunities to advance. Cake Mortgage is an at will employer. Cake Mortgage is committed to providing employees with a work environment free of discrimination and harassment.
Salary Description $21.00 to $25.00
Business Loan Specialist
Loan processor job in Los Angeles, CA
Full-time Description
Under the direction of the Director of Economic Development and/or manager, the Business Loan Specialist provides business loan packaging and business consulting and training in business finance to micro enterprises and small business owners leading to job creation.
ESSENTIAL DUTIES & RESPONSIBILITIES
Provide business consulting to business owners, on a one-on-one or in small groups, in the areas of business and financial planning and general business practices that will result in economic impact within realistic timeframes and resources.
Assist businesses by preparing loan packages for various financing sources including bank and credit union loans, SBA's, 7a and microloan programs.
To direct businesses to appropriate business resources and refer to alternative financing programs such as CDFI Export, Community Advantage and state loan guarantee programs.
Assist client in gathering documentation application requirements, and preparing financial projections, as needed.
Analyze credit reports, business plans and tax returns to assess loan feasibility.
Develop and conduct training programs in the area of financing for small businesses.
Prepare and submit report, as required.
Coordinate and build relationships with the SBA, State and Banks to ensure successful facilitation of the loan funding process, which includes tracking and on-going client support.
Assist in the development of partnerships with other service providers to increase services to small business clients.
Development and presentation of business finance workshops
Represent the SELA BSC within the community to public and private entities.
Engage in marketing and community and outreach activities.
Assist the Director/Manager in other areas as needed.
Support strategic priorities and goals established in CRCD's 5-year strategic plan.
Uphold CRCD's Mission/Vision and 5 Year Strategic Plan.
Requirements
Five (5) years of professional experience in loan packaging, preferably alternative capital loans
Bilingual (Spanish) a plus
Experience in working with small businesses from diverse cultural backgrounds.
Knowledge of business planning, general business practices and business financing a must
Ability to Develop pro forma statements, cash flows and credit analysis.
Reliable, flexible team player who works well with minimal supervision, who has a good work ethic, and an ability to set and maintain personal boundaries.
Ability to strategically utilize time and resources to manage priorities, timelines, deadlines, and details under pressure, with accuracy, and to a high level of proficiency.
Must display professional and appropriate email etiquette
Comfortable in a fast-paced, changing environment and the ability to modify actions, direction or approach to changing situations and expectations in a respectful and professional manner.
Extensive knowledge of various funding sources a must
Experience in working with economic development program, a plus.
BA in Business Administration or relevant field
Working knowledge of MS Office
Aptitude in decision-making and problem-solving
Reliable transportation, valid driver license, and car insurance as required by law, as appropriate.
Willing to travel to multiple locations in Southeast LA
Ability to occasionally work after office hours and/or weekends, if necessary
Proficient in Microsoft Office (Excel, Word, Power Point)
Familiarity with CRM platforms and cloud-based software applications
Ability to provide quality customer service and demonstrate a commitment to professionalism and client satisfaction.
Proficient written and oral communication skills
BENEFITS
CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including:
14 Paid Holidays
On-Demand training memberships to bolster professional development
Dental/Vision/ 85% employer-paid & 45% dependent paid Medical Insurance
401k eligibility from day one & up to 3% matching after one year
529 Educational Savings Plan from Principle
Flexible Spending Account (FSA)
Short & Long Term Disability
Accident & Hospital Indemnity
Whole life insurance with cash benefits
Identity Theft Protection and Legal Services
Discount pet insurance through ASPCA
Generous work/life balance
JOB TYPE: Full-time
SALARY RANGE: $75,000-$88,000
All candidates are subject to a criminal history check and meet CRCD's criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Stacey Cabling **************.
Loan Specialist
Loan processor job in Rosemead, CA
Documentation, Closing & Funding Department is responsible for preparing commercial loan documentation in LaserPro or reviewing attorney prepared loan documents, drafting Lender's Instructions, and coordinate loan closing ensuring that all the loan documents are properly executed, and all loan terms/conditions are fulfilled and collateral perfection within allowed timeframe.
ESSENTIAL FUNCTIONS
Create LaserPro loan documents for all simple commercial loans (i.e. CRE loans, simple C&I, Working Capital loans, SBA 504,).
Review attorney prepared loan documents prior to borrower signing to verify inclusion of Cathay Bank standard provisions, covenants, and other wording in accordance with approval.
Validate the receipt of the loan and borrower supporting documentation and that the request follows conditions appearing in loan approval, Bank's policies, procedures, and Federal, State, and other regulatory requirements.
Communicate and resolve any supporting documentation issues or questions/clarification on the conditions/wording appearing in loan approval with Lending Unit and/or Cathay legal counsel.
If applicable, create escrow closing instruction and pre-closing conditions and any other conditions required for Lender/Borrower information.
Receive signed loan documents and perform closing and funding activities including ensuring all loan documents are properly executed by authorized signer and reviewed/signed by Account Officer.
Process wire request, remit funds to pay off other lender, obtain Deed of Trust recording confirmation, order tax contracts, UCC filing, set up and maintain tickler and monitoring databases (such as Stucky).
Respond to internal and external inquiries in a timely and satisfactory manner (i.e. Lending Units, Loan Servicing, and legal counsel).
Track trailing documents (such as recorded Deed of Trust, UCC Filings, and Title policy, etc.).
Accept assigned tasks or duties as deemed appropriate by supervisor/manager.
QUALIFICATIONS
Education: College graduate with major in accounting or business preferred.
Experience: 2+ years preparing commercial loan documents and closing/funding commercial loans or experience with commercial lending. Experience generating loan documents using LaserPro is a plus.
Skills/Ability: PC Proficient. Strong verbal and written communication skills. Organized and detail oriented.
OTHER DETAILS
$23.08 - $26.92 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
Loan Underwriter
Loan processor job in Irvine, CA
Essential Functions
Underwrite business purpose bridge or construction loans in compliance with credit guidelines.
Review loan files for completeness, identify missing documentation, and approve borrower background.
Collaborate with Sales, Processors, Managers and Closers to communicate guideline requirements and finalize loan scenarios.
Must be able to prioritize time sensitive deadlines.
Manage pipeline of 60+ loans with efficiency and accuracy.
Analyze valuations for accuracy, risk and detail review of comparable market sales.
Participate in weekly pipeline meeting.
Identify and evaluate strengths, mitigating factors, and weaknesses of the loan request and escalate risks and issues.
Prepare and submit exception memos for scenarios falling outside guidelines.
Perform duties and responsibilities specific to department functions and activities.
Performs other duties and responsibilities as required or assigned by Manager.
Competencies/Skills
Strong attention to detail with the ability to stay organized and problem solve in a fast-paced environment.
Ability to articulate issues, problem solve and analyze with creative and outside of the box thinking.
Strong communication skills (written and verbal) with internal and external partners; ability to convey findings in a concise and comprehensive manner.
Effective organization and time management skills.
Capability to build trusting relationships internally and externally and elicit confidence by demonstrating reliability.
Strong team player with the ability to work effectively in a cooperative and diverse environment.
Capacity to analyze processes, support change and think operationally and strategically to achieve business goals.
Proven ability to partner with clients to identify business challenges and effective strategies/alternatives to mitigate them.
Highly self-motivated and self-directed.
Advanced use of Microsoft Office Suite with emphasis on advanced excel skills.
Financial analytical analysis with math and general accounting knowledge.
Education and Experience
2 years' experience underwriting business purpose and/or multifamily, commercial lending.
2 years' experience reviewing guarantor and borrower background reports, valuation analysis, including entity documentation to determine ownership and borrower structure.
5 years of analytical experience within financial services, commercial banking, or business purpose lending.
Accessibility
At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at ***************************.
Bilingual Loan Processor
Loan processor job in San Juan Capistrano, CA
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Bilingual Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Bilingual Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations.
Job Responsibilities:
* Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting.
* Assemble the complete loan package in proper order for underwriting.
* Verify all required documentation (pre-underwrite) in the file.
* Complete the required loan checklist.
* Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting.
* Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan.
* Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures.
* Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information.
* Verify that vendor orders are complete, invoices are received and in the applicant's E-file.
* Manage pipeline by completing and submitting reports within allotted turn-around times.
* Assist set-up of loans.
* Document all communication related to the loan application in the conversation log.
* Train and assist supervision of new Loan Processors and other processing personnel.
* Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors.
* Available to work varying hours and overtime if needed.
Qualifications and Skills:
* High School Diploma or equivalent.
* Minimum of 5 years' residential mortgage processing experience.
* Experience with Encompass.
* Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred.
* Knowledge of DU, LP, Microsoft Office, and Windows.
* Excellent math and analytical skills.
* Excellent communication skills.
* Excellent prioritization and time management skills.
* Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
* Hourly Rate: 25.00 - 30.00
* Bonus Eligible if applicable
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position
#LI-CCMREC
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Loan Specialist- Los Angeles, CA
Loan processor job in Los Angeles, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of
San Diego Union-Tribune
and
Orange County Register
. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are looking for a Loan Specialist to provide top notch customer service to our clients and customers for our greater Southern California West Region. This role focuses on providing administrative and operational support within key loan areas.
Essential Functions:
Provides administrative and/or operational support within one or more of the following loan areas: processing, closing, presentations, servicing, documentation, notes, disbursements, etc.
May draft loan presentations, clear all identified loan exceptions.
Maintains files, documents, notes, etc.
Responsible for verifying completeness of files with all necessary documents and signatures required.
Researches and resolves lending inquiries and issues.
May prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information.
Produce reports as required.
Answer questions and follow up with clients.
Other duties as assigned.
Schedule: Monday - Friday, 9:00am - 5:00pm
Qualifications:
Requires High School diploma or equivalent and some 6+ year banking or loan processing, documentation or loan assistant experience or other directly related experience. College degree preferred. A combination of education and experience may meet job requirements.
Expert knowledge of lending processes, loan principles, documentation, and loan systems.
Working knowledge of banking processes and procedures.
Must have excellent organizational and customer service skills.
Must possess strong numeric and verbal aptitudes.
Excellent research, audit and communications skills, both written and verbal.
Ability to complete processes and meet deadlines.
Advanced working knowledge computer program i.e word processing, spreadsheets or related software.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits, including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $51,319 - $85,531 annually depending on job-related factors such as level of experience.
Bilingual Loan Specialist
Loan processor job in Torrance, CA
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Duties and responsibilities
* Provide exceptional service to all customers.
* Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
* Maintain office cash with accuracy and proper security.
* Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
* Minimize delinquent debt through calling customers and collecting on past-due accounts.
* Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
* Transport money and deposits to and from bank.
* Other duties as assigned by leadership.
Minimum Qualifications
* High School Diploma or Equivalent.
* Prior customer service experience in either a sales/retail environment or cash management environment.
* Must pass drug screen, criminal and credit background checks.
* Valid Driver's License and access to a dependable automobile with liability insurance coverage.
* Bilingual English/Spanish
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
* High degree of integrity.
* Sales mentality.
* Adaptable to an ever-changing environment.
Average pay range: $23-$26/ hour
Pay range only applies to California residents.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
Key Word Tags
Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Business Loan Specialist
Loan processor job in Los Angeles, CA
Job DescriptionDescription:
Under the direction of the Director of Economic Development and/or manager, the Business Loan Specialist provides business loan packaging and business consulting and training in business finance to micro enterprises and small business owners leading to job creation.
ESSENTIAL DUTIES & RESPONSIBILITIES
Provide business consulting to business owners, on a one-on-one or in small groups, in the areas of business and financial planning and general business practices that will result in economic impact within realistic timeframes and resources.
Assist businesses by preparing loan packages for various financing sources including bank and credit union loans, SBA's, 7a and microloan programs.
To direct businesses to appropriate business resources and refer to alternative financing programs such as CDFI Export, Community Advantage and state loan guarantee programs.
Assist client in gathering documentation application requirements, and preparing financial projections, as needed.
Analyze credit reports, business plans and tax returns to assess loan feasibility.
Develop and conduct training programs in the area of financing for small businesses.
Prepare and submit report, as required.
Coordinate and build relationships with the SBA, State and Banks to ensure successful facilitation of the loan funding process, which includes tracking and on-going client support.
Assist in the development of partnerships with other service providers to increase services to small business clients.
Development and presentation of business finance workshops
Represent the SELA BSC within the community to public and private entities.
Engage in marketing and community and outreach activities.
Assist the Director/Manager in other areas as needed.
Support strategic priorities and goals established in CRCD's 5-year strategic plan.
Uphold CRCD's Mission/Vision and 5 Year Strategic Plan.
Requirements:
Five (5) years of professional experience in loan packaging, preferably alternative capital loans
Bilingual (Spanish) a plus
Experience in working with small businesses from diverse cultural backgrounds.
Knowledge of business planning, general business practices and business financing a must
Ability to Develop pro forma statements, cash flows and credit analysis.
Reliable, flexible team player who works well with minimal supervision, who has a good work ethic, and an ability to set and maintain personal boundaries.
Ability to strategically utilize time and resources to manage priorities, timelines, deadlines, and details under pressure, with accuracy, and to a high level of proficiency.
Must display professional and appropriate email etiquette
Comfortable in a fast-paced, changing environment and the ability to modify actions, direction or approach to changing situations and expectations in a respectful and professional manner.
Extensive knowledge of various funding sources a must
Experience in working with economic development program, a plus.
BA in Business Administration or relevant field
Working knowledge of MS Office
Aptitude in decision-making and problem-solving
Reliable transportation, valid driver license, and car insurance as required by law, as appropriate.
Willing to travel to multiple locations in Southeast LA
Ability to occasionally work after office hours and/or weekends, if necessary
Proficient in Microsoft Office (Excel, Word, Power Point)
Familiarity with CRM platforms and cloud-based software applications
Ability to provide quality customer service and demonstrate a commitment to professionalism and client satisfaction.
Proficient written and oral communication skills
BENEFITS
CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including:
14 Paid Holidays
On-Demand training memberships to bolster professional development
Dental/Vision/ 85% employer-paid & 45% dependent paid Medical Insurance
401k eligibility from day one & up to 3% matching after one year
529 Educational Savings Plan from Principle
Flexible Spending Account (FSA)
Short & Long Term Disability
Accident & Hospital Indemnity
Whole life insurance with cash benefits
Identity Theft Protection and Legal Services
Discount pet insurance through ASPCA
Generous work/life balance
JOB TYPE: Full-time
SALARY RANGE: $75,000-$88,000
All candidates are subject to a criminal history check and meet CRCD's criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Stacey Cabling **************.