Professional Search Group- OC (PSG- OC) is seeking a motivated and detail-oriented Sr. Loan Closer. As a Sr. Loan Closer, you will play a critical role in the heart of the Private Lending Business. As Sr. Loan Closer you'll be responsible for managing Bridge and Construction loan closings from approval through funding, ensuring a smooth and timely closing process. This includes coordinating with escrow/title, preparing final loan documents, balancing settlement statements, and ensuring all pre-funding conditions are satisfied. As the Sr. Loan Closer you'll work directly with Client Relation Managers and Underwriters to close loans efficiently and accurately. We seek someone who is intellectually curious, holds themselves to high standards and can thrive in a high achieving, fast paced cultural environment.
The organization is both an investment manager and a lending platform, while our competition is almost exclusively lenders who do not manage discretionary funds. That allows them to customize solutions for borrowers without special approvals from distant committees or boards of Managers that don't understand our business. The organization also manages money that comes from top tier institutional investors, giving them substantial capacity to grow. They place organizational health at the top of their priority list. In 2018, they undertook an exercise to place organizational health at the center of their business model. The result is that we developed a playbook that incorporates input from every team member, making sure that we remain aligned, and everyone knows what is most important - covering our mission, our values, and our top priorities each year. Ready to be a part of something great? Apply NOW!
Primary Duties & Responsibilities
Ensure the timely and accurate preparation, documentation, and funding of new loans and loan modifications
Manage an active closing pipeline to meet critical deadlines; track loan approvals, closing conditions, and all required documentation for successful funding
Review and reconcile all final loan documents and settlement statements to confirm accuracy in Salesforce and consistency with approved terms
Coordinate and verify all required items for closing, including property insurance compliance, Funding Shield verification, indemnity approval, and availability of closing funds
Collaborate with title companies to review and clear outstanding title exceptions prior to funding
Proactively monitor and resolve all closing conditions to ensure readiness for funding authorization
Follow up on any remaining underwriting conditions and ensure they are satisfied prior to clear-to-close or funding
Partner with Loan Originators, Client Relations Managers, and Underwriters to address and finalize all items necessary for a seamless loan closing
Enter and validate key closing data in Salesforce, including final fees, wire instructions, and funding details
Manage funding timelines, prioritize closing tasks, and maintain workflow efficiency in a high-volume, fast-paced environment
Support special projects and perform additional duties as assigned
Requirements
Bachelor's Degree preferred but not required.
4+ years of loan closing or funding operations experience required, preferably in private lending
Strong organizational, multitasking, and problem-solving skills; able to adapt quickly in a fast-paced environment
Solid knowledge of mortgage loan products, guidelines, and regulations
Detail-oriented, team player with excellent communication and interpersonal skills
Experience with Salesforce a plus
This LA-based position requires in-office work 3 days per week, to ensure close alignment among all team members.
Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues
Apply for this amazing opportunity today!
Donovan Aranda
Division Manager
562-378-0027
Donovan.aranda@us-psg.com
$41k-57k yearly est. 3d ago
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Loan Specialist- Los Angeles, CA
Banktalent HQ
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.
$51.3k-85.5k yearly 2d ago
Mortgage Loan Officer
Loanplex Mortgage Inc.
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 ************
$37k-57k yearly est. 20h ago
Sr. Commercial Loan Servicing Specialist
Cathay Bank-Headquarters 4.4
Loan processor job in Rosemead, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Under the supervision of the Loan Servicing Supervisor & Officer within the servicing team and following established policies and procedures, perform all post-closing duties relating to the servicing of the Bank's commercial loan portfolio according to separation of duties established by the Department Head including but not limited to the following functional duties:
ESSENTIAL FUNCTIONS
Monitor the department's shared email in-boxes and platforms to ensure completion of delegated items.
Perform special processing to include
SBA 1502 update and reporting,
SAD processing to include the following:
Charge Offs
OREO Transfers
Accrual Changes
Shadow Payment Processing
Prepare GL Certifications.
Serve as secondary reviewer and/or back-up of the following:
Pay Off Statements
FTI Balancing and Releases
Daily Index Rate Sheet
Established Control Reports
Prepayment Penalty Report
85 Day Past Due Report
Non-Accrual Exception Report
Review and update Procedures and Job Aids to Assist management in ensuring loan servicing procedures adhere to bank policy and regulations.
Responsible for research, review, and resolution of any Loan Servicing issues.
Assist in short-term and long-term projects.
Assist the CLS Supervisor in providing direction and guidance to staff in their assigned duties.
Assist the CLS Supervisor with training and development of the team.
Assist the CLS Supervisor and the Boarding team with complex research, review, and resolution of any Loan issues.
Review vendor invoices.
Provide general support, assistance, and backup for all servicing functions to include the following:
Rate Rollovers and Repricing
Establish new Rate Contract Sub-Notes
Payments
Payoffs
Loan Advances
Pay Off Statement Preparation
System maintenance
Release of Collateral Review
Post Closing/Boarding document and Collateral Review.
QUALIFICATIONS
Education: High school diploma or equivalent; some college courses a plus.
Experience: Minimum of 4 years of commercial loan servicing experience required.
Skills/Ability: PC literate, proficiency with MS Office, knowledge of IBS loan system a plus, ability to work in a fast-paced environment while maintaining a high level of accuracy, strong problem-solving and organizational skills, bilingual (English, Mandarin or Cantonese) is a plus.
OTHER DETAILS
$28.85 - $36.06 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$28.9-36.1 hourly 2d ago
Loan Processor
Arixa Capital
Loan processor job in Los Angeles, CA
Job Description
Arixa Capital is a leading private real estate lender and alternative investment manager with over $7 billion in originations completed since inception and a servicing portfolio exceeding $2 billion as of December 31, 2025.
We're more than a lender. Our vertically integrated platform allows us to manage every step of the loan process in-house, ensuring speed, reliability, and an exceptional experience for our clients. Backed by a substantial balance sheet, top-tier institutional partners, and a talented operations team, we're positioned for continued growth and innovation.
At Arixa, our culture is one of our strongest assets. We foster a positive, collaborative, and high-performing environment where team members are empowered to grow, take ownership, and make an impact. Our team thrives on solving problems, celebrating wins, and driving results-together.
We've been named to the Inc. 5000* list of fastest-growing private companies for three years running, and we're just getting started.
*Arixa provided Inc. de minimis compensation to be considered for the Inc. 5000 list of the fastest growing private companies in the U.S. For a full description of ranking methodology, please visit: ******************************************************************************
Position Overview
Arixa is seeking a motivated and detail-oriented LoanProcessor. As a LoanProcessor, you will play a critical role in the heart of our Private Lending Business. You'll be responsible for processing Bridge and Construction loans from application through closing to ensure a smooth process, including receiving Letter of Intent (LOI) and obtaining all documentation required for underwriting, approval, and closing. You'll work directly with Client Relation Managers and Underwriters to process requests efficiently and accurately. We seek someone who is intellectually curious, holds themselves to high standards and can thrive in a high achieving, fast paced cultural environment.
Primary Duties & Responsibilities
Provide support to Client Relations and Underwriting teams by ensuring timely and accurate processing, documentation and closing of new loans and modifications
Maintain an active loan pipeline to ensure key dates and timelines are met, track LOI's received and all corresponding documentation necessary to process loan from initial set-up through closing
Review and reconcile all documentation to ensure accuracy of data in Salesforce
Order, review, and track all third-party reports such as flood determination, Funding Shield and property insurance. Ensure property insurance meets Arixa's requirements
Order payoff demands and any other items required to clear title exceptions
Open Escrow and Title, order indemnity package on construction loans. Work closely with Escrow and Title to coordinate closings and clear any hurdles that could delay funding
Follow up on open underwriting conditions throughout the loan process and satisfy prior to clear to closeor funding
Coordinate and/or support Loan Originators, Client Relations Managers, Underwriters, and Closers on various items needed to process and close the loan
Input proper loan information into Salesforce
Manage deadlines and prioritize tasks in a fast-pace environment
Work on special projects as needed or other duties as may be assigned
Education and Experience
Bachelor's Degree preferred but not required.
4 to 5 years of processing, account management, or operation fulfillment experience required, preferably in private lending.
Strong organizational and multi-tasking skills with strong initiative.
Knowledge of mortgage loan products, guidelines, and regulations.
Possesses the ability to apply critical thinking and problem-solving skills while adapting to change quickly.
Detail oriented and highly organized that works well in a fast-paced team driven environment
Excellent verbal and written communication skills.
Collaborative team player with strong interpersonal skills
Experience working with Salesforces is a plus.
Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues
Compensation
This Los Angeles based or Phoenix based position requires in-office work 2 days per week, to ensure close alignment among all team members. This position is exempt full time, with a pay range of $70K to $85K plus discretionary bonus potential.
Benefits
The employee is eligible for the following benefits:
Annual discretionary bonus program
Medical, dental and vision insurance
401k with Safe Harbor match
Two weeks (10 days) paid vacation.
6 paid sick days
10 paid holidays
One personal day
#LI-Hybrid
$70k-85k yearly 4d ago
Real Estate Loan Processor (In Office)
F&A Federal Credit Union
Loan processor job in Monterey Park, CA
Job Description
At F&A Federal Credit Union, we are creating exceptional financial opportunities for our members and their families, today, and for generations to come. We proudly serve employees of the LA County Fire Department, Agricultural Commission / Weights & Measures, and local municipal employees and their families. Our mission is to help our members reach their financial goals at every life stage by providing access to the highest value products, superior service, and trusted advice. To really stand out in a constantly changing world, each of us at F&A is values-driven and we share in the responsibility for creating a great workplace. As part of the F&A team, you will enjoy these outstanding benefits:
Medical, Dental, Vision, and Life Insurance - 100% of employee premiums are paid by F&A
Subsidized medical premiums for dependents
Employee Loan Discount Program - even better rates on your home and car loan
401k with employer match up to 3.5%
Profit sharing - up to 6% of annual salary is contributed each full calendar year worked
Paid time off accrual starting at 4 weeks per year
Up to 13 paid holidays
Flexible spending accounts for health and dependent care
Voluntary plans - additional life insurance available for employee and family
Educational assistance program
Employee assistance program
Essential Job Responsibilities
The Real Estate LoanProcessor is responsible for gathering, reviewing, and packaging documents for real estate mortgage loans that conform to secondary market guidelines. Performs credit qualifications by utilizing secondary market standards and credit union policies and procedures.
Assumes responsibility for Real Estate Departments' regular duties required by business needs.
Updates and confirms loan origination system is current relative to loan status, conversation and any communications or documentation received.
Review files for accuracy and timelines.
Verifies acceptable homeowner and flood insurance coverages.
Reviews all incoming mail including, but not limited to, borrower documentation, appraisals, preliminary title reports, homeowner association documentation, mortgage insurance coverage, if applicable, and insurance certificates.
Verifies regulatory and/or compliance loan disclosures have been sent to borrowers within the required 3 days of receipt of application.
Orders title, escrow, appraisal, verification of employment, and flood certificates.
Prepares Revised Loan Estimate (LE) and Change In Circumstances (CIC), if necessary and Closing Disclosure (CD).
Completes appraisal checklist to ensure accuracy, once appraisal has been received.
Ensure file is complete and ready for documents to be prepared by loan funders.
Other duties as assigned.
Qualifications
High school diploma or general education degree (GED)
Three years related experience and/or training in loan processing
Has experience with different types of mortgage loans, escrow, and ARM requirements
Ability to be bonded and to retain bond ability
Knowledge in real estate loan processing procedures and requirements
Knowledge of lending principles and procedures and requirements
Knowledge of credit union principles and procedures and member service philosophy
Knowledge of Real Estate Settlement Procedures Act (RESPA), Truth in Lending Act (TILA), TRID, and HMDA
Intermediate knowledge of Microsoft Office (Word, Excel, PowerPoint, SharePoint, and Outlook
Excellent communication and interpersonal skills
Exceptional organizational and time management skills
Ability to work with others in a courteous, friendly, and professional manner
Ability to make decisions with integrity and maintain confidentiality
Ability to work independently with minimal supervision
Ability to learn proprietary computer software such as Keystone, DocMagic, QuestSoft, and MeridianLink Mortgage
Ability to work on a computer for 6-8 hours per day
F&A Federal Credit Union is an equal employment opportunity employer. We will consider qualified applicants with criminal histories for employment in a matter consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) ordinance. Hourly rate: $25.35 - $31.69 per hour.
Submitting your resume serves as only an inquiry for employment. If your skills and experience are a good match for the role, you will be asked to complete an official application for employment prior to meeting with us for an interview.
$25.4-31.7 hourly 12d ago
Home Equity DNA Loan Servicing/Processor
Farmers Insurance Federal Credit Union 3.7
Loan processor job in Burbank, CA
The Home Equity Servicing Technician & LoanProcessor provides operational and administrative support in the servicing, processing, and maintenance of Home Equity Loans and Lines of Credit within the organization's core banking and lending systems. This role focuses on accurately executing daily servicing tasks, maintaining loan records, and supporting the loan processing team within the organization's core banking and lending systems. The incumbent assists with loan funding, payments, payoff requests, and document tracking, while ensuring all activities are completed in accordance with established procedures and regulatory requirements. Working under the guidance of the Senior Home Equity LoanProcessor & Systems Technician, this role helps ensure loan servicing accuracy, member satisfaction, and compliance with applicable federal and state regulations, including ECOA, RESPA, TRID, HMDA, Truth in Lending, SCRA, MLA, and BSA/AML guidelines.
Key Responsibilities
Loan Servicing and Processing
Support the processing and maintenance of Home Equity Loans and Lines of Credit within the Fiserv DNA core system, ensuring data accuracy and adherence to policies.
Prepare and process routine funding, payment, and payoff transactions, including issuing payoff statements and tracking reconveyances.
Review and maintain collateral documentation (e.g., Deeds, Mortgages, hazard and flood insurance) to ensure records are complete and compliant.
Respond to basic borrower inquiries regarding account information, payments, or loan terms.
Assist with the preparation and delivery of initial disclosures and Change of Circumstances (COCs) under the direction of the Senior Processor and in accordance with RESPA and TRID requirements.
Escalate complex or unusual loan servicing issues to the Senior Processor or management for resolution.
Systems and Technical Operations
Enter, update, and verify loan data in Fiserv DNA and related systems to ensure accuracy and consistency.
Support periodic testing and validation of system updates or enhancements as directed by the Senior Processor or system administrators.
Maintain proper electronic filing and document storage in compliance with internal standards.
Identify minor system discrepancies or data issues and report them to the Senior Processor or IT support for resolution.
Compliance and Quality Control
Follow established procedures to ensure compliance with applicable lending regulations and internal policies.
Maintain accurate documentation for insurance, collateral, and loan servicing activities.
Support audit requests and internal quality reviews by providing required documentation and reports.
Adhere to all Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and NCUA guidelines.
Collaboration and Administrative Support
Collaborate with the Senior Home Equity LoanProcessor & Systems Technician, Loan Officers, and Underwriters to ensure timely loan processing and servicing.
Manage and distribute incoming mail, faxes, and deliveries, ensuring prompt scanning and filing into loan files.
Provide general administrative and operational support to the lending team as needed.
Participate in cross-training and ongoing learning to develop greater proficiency in loan processing and system functionality.
Complete all required training and certifications within established deadlines.
Perform other duties as assigned.
Job Qualifications
· Minimum 1-3 years of experience in Home Equity or real estate loan servicing or processing
· Experience using Fiserv, DNA, or similar core banking systems
· Experience with MeridianLink and Doc Magic a plus.
· Strong knowledge of loan documentation, collateral management, and regulatory compliance.
· Strong attention to detail, organization, and accuracy.
· Effective communication and customer service skills.
· Ability to prioritize tasks and follow established workflows with minimal supervision.
· Proficiency in Microsoft Office Products (Word, Excel, Outlook).
· Reliable attendance and commitment to meeting deadlines.
$36k-48k yearly est. 60d+ ago
Loan Processor
Insight Global
Loan processor job in Moorpark, CA
Insight Global is looking to hire a LoanProcessor in Moorpark, Cali. This position is onsite Monday - Friday from 8am-5pm PST. In this role, you will be responsible for reviewing pay stubs and income statements. You will be working with FHA, VA, and conventional loans.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
Encompass Experience
Knowledgeable/up to speed on the guidelines
2 years of mortgage processing experience
Ability to review income documents, and analyze bank statements, W2s, and paystubs
Proficient with Google Office Suite
$38k-55k yearly est. 48d ago
Mortgage Loan Processor
Ventura County Credit Union 3.9
Loan processor job in Oxnard, CA
At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we'd love to hear from you!
About The Role
Under the direction of the AVP, Mortgage Operations, the Mortgage LoanProcessor supports members throughout the mortgage loan process, ensuring all required documentation is complete, accurate, and submitted within established timeframes. This role is responsible for maintaining compliant loan files, inputting loan data into applicable systems, and serving as a backup for mortgage loan opening functions as needed.
As a member of the Mortgage team, this role requires onsite work at VCCU's Ventura headquarters.
What You'll Do
Review residential mortgage loan application files to ensure completeness, accuracy, and adherence to established standards, including loan terms, borrower assets and liabilities, credit reports, and employment history.
Request supplemental credit documentation as needed and order verifications of employment and other third-party reports.
Coordinate and communicate with Escrow and Title companies throughout the loan process to ensure fees and documentation remain accurate.
Prepare and submit complete mortgage loan files for underwriting review and decision.
Prepare loan files that are clear to close and transfer them to the Document Preparer.
Prepare accurate Loan Estimates in compliance with TRID and other applicable regulations.
Respond to mortgage-related inquiries via phone and email, including assisting with the resolution of member questions or concerns.
Maintain loan records, reports, verifications, and supporting documentation in accordance with investor, regulatory, and Credit Union standards.
Perform other duties as required to support daily Mortgage Operations and Credit Union needs.
What We're Seeking
Minimum of 3 years of mortgage loan processing experience, including working knowledge of current mortgage lending regulations and compliance requirements.
Solid understanding of mortgage lending practices, documentation requirements, and applicable financial services laws.
High school diploma or general education degree (GED) is required.
What Will Make You Stand Out
National Mortgage Licensing System (NMLS) registration.
Ability to effectively communicate with referral partners, borrowers, and internal staff.
Driven by purpose, with a genuine commitment to the Credit Union philosophy of “people helping people.”
What's In It For You
VCCU is an Equal Pay Champion, and we offer a competitive total rewards package!
Paid Volunteer Time
Paid Time Off, including Sick/Vacation/Holidays
Medical/Dental/Vision/Life Insurance/Supplemental Benefits
401k Employer Match & Safe Harbor Contribution
Company Sponsored Life & LTD Insurance
Education Reimbursement
Free Electric Vehicle Charging at Headquarters Location
VCCU Membership and Rate Discounts
We are dedicated to building an inclusive and authentic workplace that values unique voices and experiences, backgrounds and identities. We are an equal opportunity employer who celebrates the diversity of our employees and our members and strives to represent the many communities we serve.
$41k-52k yearly est. 11d ago
Loan Specialist- Los Angeles, CA
California Bank & Trust 4.4
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.
$51.3k-85.5k yearly 5d ago
Mortgage Loan Specialist II
Teksystems 4.4
Loan processor job in Moorpark, CA
The role is a junior underwriting or junior processing position on the TPO (third-party originator) broker side, focused on income and asset validation. The main responsibilities include using the company's guidelines, training, and tools to analyze data and ensure compliance.
The ideal candidate should have the ability to learn, be organized, utilize resources, and take good notes. Prior experience as a processor or in junior underwriting is preferred, as they would have seen tax returns and bank statements.
Will consider candidates without mortgage experience that are looking to get their foot in the door with a reputable company and can present themselves well since there will be training involved.
Skills
loan processing, underwriting, income calculation
Job Type & Location
This is a Contract to Hire position based out of Moorpark, CA.
Pay and Benefits
The pay range for this position is $26.00 - $26.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Moorpark,CA.
Application Deadline
This position is anticipated to close on Jan 30, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$26-26 hourly 5d ago
Home Loan Specialist II
Pennymac 4.7
Loan processor job in Moorpark, CA
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD).
As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
The Home Loan Specialist will: Perform complex data and document validation Troubleshoot third party orders (title, appraisal, hazard, flood cert, credit, etc.
) Handle more complex calls, emails or chat sessions Complete appraisal eligibility tasks Evaluate loan applications for compliance with product guidelines Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $40,000 - $60,000 Work Model OFFICE
$40k-60k yearly Auto-Apply 22d ago
Business Loan Specialist
Coalition for Responsible Community DEV 3.9
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 **************.
$75k-88k yearly 1d ago
Loan Boarding Specialist
Cake Mortgage Corp
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
$28k-56k yearly est. 29d ago
Consumer Loan Servicing Supervisor & Officer
Cathay Bank-Headquarters 4.4
Loan processor job in Rosemead, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Under the general direction of the VP, Loan Servicing Manager, responsible for managing and directing the daily activities of the consumer loan servicing staff focusing on Transaction Processing, including loan boarding, payments, advances, Freddie Mac and other transactional functions. Ensure all transactions are processed timely and accurately, and in accordance with established policies and procedures.
DIRECT REPORTS
The incumbent typically has up to six (6) direct reports.
ESSENTIAL FUNCTIONS
Assigns, directs, and supervises the daily tasks and activities of staff, including, but not limited to the accurate and timely tracking of all loan boarding, payment processing, payoff processing, and other transactional functions.
Responds to clients' Qualified Written Requests, and credit bureau disputes.
Ensures the department requests, including team email inboxes and phone calls, are reviewed and responded to timely.
Freddie Mac processing, remittance and reporting.
Reviews completed work performed by staff to confirm accuracy and ensure prompt corrections.
Ensures compliance with established procedures and policy to pursue a positive audit rating.
Performs timely reviews and clearing of entries of assigned general ledger reconciliations.
Researches and resolves more complex internal/external client inquiries or discrepancies.
Recommends and implements changes to increase efficiency and productivity to reduce errors and maintain data integrity.
Creates and updates desktop procedures.
Provides team member training and support.
Assists with preparation of annual Performance Evaluations and coaching/counseling if needed.
Participates and/or chairs special projects as assigned.
Ensures compliance with Bank policies and procedures and government regulations.
QUALIFICATIONS
Education: High school diploma or equivalent with some college business classes preferred.
Experience: Minimum of three years of loan servicing and minimum of two years of supervisory experience required. Thorough knowledge of Mortgage, Heloc/consumer loans products and servicing. Thorough understanding of Freddie Mac Investor reporting, knowledge of loan origination systems and interface to servicing system. Knowledge of state and federal banking regulations and procedures with regulatory requirements including but not limited to: CFPB, FCRA, HMDA, RESPA, Reg Z, SCRA, TILA, UDAAP, HOPA.
Skills/Ability: Self-motivated with ability to work independently and meet deadlines. PC proficient, advanced skill level with all MS Office products; Ability to work in a fast-paced environment while maintaining a high level of accuracy; Strong analytical and organizational skills. Must be able to manage workflow effectively with frequent interruptions and changing priorities. Sound understanding of loan accounting and servicing functions, and general lending policies and procedures. Experience with IBS Insight loan system a plus.
OTHER DETAILS
$80K - $110K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$32k-45k yearly est. 2d ago
Home Equity DNA Loan Servicing/Processor
Farmers Insurance Federal Credit Union 3.7
Loan processor job in Burbank, CA
Job Description
The Home Equity Servicing Technician & LoanProcessor provides operational and administrative support in the servicing, processing, and maintenance of Home Equity Loans and Lines of Credit within the organization's core banking and lending systems. This role focuses on accurately executing daily servicing tasks, maintaining loan records, and supporting the loan processing team within the organization's core banking and lending systems. The incumbent assists with loan funding, payments, payoff requests, and document tracking, while ensuring all activities are completed in accordance with established procedures and regulatory requirements. Working under the guidance of the Senior Home Equity LoanProcessor & Systems Technician, this role helps ensure loan servicing accuracy, member satisfaction, and compliance with applicable federal and state regulations, including ECOA, RESPA, TRID, HMDA, Truth in Lending, SCRA, MLA, and BSA/AML guidelines.
Key Responsibilities
Loan Servicing and Processing
Support the processing and maintenance of Home Equity Loans and Lines of Credit within the Fiserv DNA core system, ensuring data accuracy and adherence to policies.
Prepare and process routine funding, payment, and payoff transactions, including issuing payoff statements and tracking reconveyances.
Review and maintain collateral documentation (e.g., Deeds, Mortgages, hazard and flood insurance) to ensure records are complete and compliant.
Respond to basic borrower inquiries regarding account information, payments, or loan terms.
Assist with the preparation and delivery of initial disclosures and Change of Circumstances (COCs) under the direction of the Senior Processor and in accordance with RESPA and TRID requirements.
Escalate complex or unusual loan servicing issues to the Senior Processor or management for resolution.
Systems and Technical Operations
Enter, update, and verify loan data in Fiserv DNA and related systems to ensure accuracy and consistency.
Support periodic testing and validation of system updates or enhancements as directed by the Senior Processor or system administrators.
Maintain proper electronic filing and document storage in compliance with internal standards.
Identify minor system discrepancies or data issues and report them to the Senior Processor or IT support for resolution.
Compliance and Quality Control
Follow established procedures to ensure compliance with applicable lending regulations and internal policies.
Maintain accurate documentation for insurance, collateral, and loan servicing activities.
Support audit requests and internal quality reviews by providing required documentation and reports.
Adhere to all Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and NCUA guidelines.
Collaboration and Administrative Support
Collaborate with the Senior Home Equity LoanProcessor & Systems Technician, Loan Officers, and Underwriters to ensure timely loan processing and servicing.
Manage and distribute incoming mail, faxes, and deliveries, ensuring prompt scanning and filing into loan files.
Provide general administrative and operational support to the lending team as needed.
Participate in cross-training and ongoing learning to develop greater proficiency in loan processing and system functionality.
Complete all required training and certifications within established deadlines.
Perform other duties as assigned.
Job Qualifications
· Minimum 1-3 years of experience in Home Equity or real estate loan servicing or processing
· Experience using Fiserv, DNA, or similar core banking systems
· Experience with MeridianLink and Doc Magic a plus.
· Strong knowledge of loan documentation, collateral management, and regulatory compliance.
· Strong attention to detail, organization, and accuracy.
· Effective communication and customer service skills.
· Ability to prioritize tasks and follow established workflows with minimal supervision.
· Proficiency in Microsoft Office Products (Word, Excel, Outlook).
· Reliable attendance and commitment to meeting deadlines.
$36k-48k yearly est. 17d ago
Loan Specialist- Los Angeles, CA
California Bank & Trust 4.4
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.
$51.3k-85.5k yearly 5d ago
Home Loan Specialist I
Pennymac 4.7
Loan processor job in Moorpark, CA
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Home Loan Specialist is an entry level role supporting various Channels.
As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
The Home Loan Specialist will: Perform routine data entry and validation tasks Initiate third party orders (title, appraisal, hazard, flood cert, credit, etc.
) Review and validate loan documents Handle routine calls, emails and/or chat responses Monitor work queues and intervening as needed Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $39,000 - $55,000 Work Model OFFICE
$39k-55k yearly Auto-Apply 22d ago
Business Loan Specialist
Coalition for Responsible Community Dev 3.9
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 **************.
$75k-88k yearly 60d+ ago
Consumer Loan Servicing Specialist II
Cathay Bank-Headquarters 4.4
Loan processor job in Rosemead, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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GENERAL SUMMARY
Under supervision of the Department Supervisor or Manager, and following established policies and procedures, perform duties related to servicing the Bank's consumer loan portfolio according to separation of duties established by the Department Manager including but not limited to the essential functions described below.
ESSENTIAL FUNCTIONS
Complete necessary functions pertaining to servicing loans sold to Freddie Mac, including but not limited to, daily and monthly remittance of payments, status update in Freddie system, and reconciliation of bank accounts.
Board new loans to the Core System.
Review error and system maintenance reports and correct errors.
Respond to general inquiries from both internal and external clients via mail or through call center.
Review and clear non-posted Lockbox payments.
Review and clear system posting rejects and unapplied funds.
Provide research and correction to accounts.
Process payoff funds and return items (such as return check, return mail, etc.)
Post monthly loan payments.
Clear loan WIP account of loan payments.
Process requests for auto debit and ACH.
Update collateral information in the Core System.
Respond to demand request for payoff quote.
Respond to verification of loan requests.
Prepare mortgage release documents on paid-in-full loans.
QUALIFICATIONS
Education: High school diploma or equivalent with some college business classes preferred.
Experience: Minimum 1-2 years in loan servicing and thorough understanding of consumer loan servicing products; knowledge of state and federal banking regulations and procedures with regulatory requirements including but not limited to CFPB, FCRA, HMDA, RESPA, Reg Z, SCRA, TILA, and UDAAP.
Skills/Ability: PC literate, proficiency with MS Office; use of IBS loan system a plus. Ability to work in a fast-paced environment while maintaining a high level of accuracy. Able to communicate effectively verbally and in writing. Self-motivated. Strong problem-solving and organizational skills; Bilingual (English, Mandarin or Cantonese) is a plus.
It is the individual responsibility of every team member to maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures, and to comply fully with those laws, regulations, policies and procedures.
OTHER DETAILS
$23.07 - $27.88 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
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Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
How much does a loan processor earn in Simi Valley, CA?
The average loan processor in Simi Valley, CA earns between $32,000 and $64,000 annually. This compares to the national average loan processor range of $28,000 to $50,000.
Average loan processor salary in Simi Valley, CA
$45,000
What are the biggest employers of Loan Processors in Simi Valley, CA?
The biggest employers of Loan Processors in Simi Valley, CA are: