Loan servicing specialist jobs in Milpitas, CA - 44 jobs
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Loan Servicing Specialist
Processor
Loan DOC Specialist
Loan Specialist
Loan Consultant
Mortgage Specialist
Mortgage Loan Processor
Loan Processor
Loss Mitigation Specialist
Loan Analyst
Residential Mortgage Lending Specialist
Citigroup Inc. 4.6
Loan servicing specialist job in San Francisco, CA
A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k).
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$64k-108k yearly est. 4d ago
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Loan Service Specialist I
United Business Bank Career 4.2
Loan servicing specialist job in Walnut Creek, CA
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The LoanServiceSpecialist I (LSS I) is an onsite position and does not have remote opportunities.
The LoanServiceSpecialist (LSS I) builds meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team. Under general supervision, the LSS I is responsible for various loanservicing functions that are not limited to processing loan payments, including advances and pay downs, assisting with loan boarding and maintenance activities, and posting loans transactions timely and in accordance to Bank policies and procedures. While providing efficient and professional services to all clients, the LSS I monitors incoming mail and the LoanServicing email inbox to resolve and process general requests and forwards payoff demand requests to the LoanServiceSpecialist II for processing. The LSS I will perform tasks to resolve discrepancies associated with payments and General Ledger clearing and will upload appropriate documents to the imaging system as assigned. The LSS I demonstrates strong teamwork, accountability, and adaptability to support their function and to assist the LoanService Manager and department with other duties as assigned. All duties are to be performed accurately, timely, and efficiently and in accordance with Bank policies, procedures and regulatory guidelines.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education & Certification(s) Required:
High school graduate or equivalent.
Some college or relevant training.
Bachelor's degree preferred.
Knowledge Required:
Basic understanding of banking regulations and standard banking practices.
Basic understanding of lending process, documents, terminology, regulations and standard banking practices, preferred.
Knowledge of LoanServices policies and procedures, preferred.
Experience Required:
Office experience required, loanservicing or banking support preferred.
Skills/Abilities:
Good communication skills.
Professional appearance, dress, and attitude.
Strong math skills.
Good time management skills.
Ability to use Microsoft Office software package with basic Excel skills.
Ability to operate standard office equipment including computer, adding machine, copy machine, fax machine, and telephone.
Location: Onsite, no remote
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
$32k-60k yearly est. 8d ago
Loan Servicing Operations Specialist - Non Impound (Temp)
Fremont Bank 4.3
Loan servicing specialist job in Livermore, CA
Title: LoanServicing Operations Specialist - Non-Impounded (Temp) Hiring salary range: $22.21 - $27.16 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our LSD - Operations team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships.
If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect.
Why Fremont Bank?
Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities.
We offer:
* A people-first culture grounded in inclusion and excellence
* Deep community involvement and local reinvestment
* A mission-driven workplace where values and performance go hand in hand
The Fremont Bank Way
* Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
* No-Compromise Approach - we help clients get to "yes"
* Core Values:
o Go above and beyond for clients
o Foster a supportive and empowering environment for associates
o Deeply invest in the well-being of our local community
Position Overview
Under limited supervision, the LoanServicing Operations Specialist - Non-Impounded (Temp) is responsible for providing outstanding support to the LoanServicing Department with respect to insurance for residential and consumer loans in accordance with specific instructions, policies, guidelines and procedures. The Specialist is to ensure timely updating of insurance information and tracking of expired insurance, subsequent force placement and monitoring for all residential and consumer loans.
Roles and Responsibilities
* Track expired fire insurance for non-impounded residential and consumer loans
* Send requests to insurance agents to get updated insurance declarations
* Call insurance agents when updated insurance has not been received
* Update insurance information to the loanservicing MSP system from evidence of insurance received by mail and fax
* Preparation of documents for scanning
* Preparation of quality control findings and subsequent reports
* Additional tasks as assigned
Minimum Qualifications
* High school graduate with some college level education or equivalent combination and experience
* Minimum of 2 years customer service experience
* Ability to maintain good relationship with customers and other employees
* Analytical thinking ability, diplomacy, and professionalism are required
* Task oriented with the ability to work on deadline
* Excellent verbal and written communication skills
* Moderate computer skills including working knowledge of Microsoft Office
* Excellent customer service skills
* Excellent organizational skills
* Some knowledge of property fire insurance preferred
What Makes Fremont Bank Associates Thrive?
* Team Players who go above and beyond to support their colleagues
* Action-Oriented professionals who challenge the status quo and seek improvement
* Purpose-Driven individuals who understand and champion the bank's community impact
Benefits Snapshot
Health & Wellness
* Medical, dental, and vision insurance
* Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
Financial & Retirement
* Employee Stock Ownership Plan (ESOP)
* 401(k) with employer match
* Performance-based bonuses or incentives
Work-Life & Perks
* Paid holidays, vacation, and sick time
* Free personal checking and savings accounts
* Home loan rate discounts
* Tuition reimbursement and professional development resources
* On-site gym and discounted health club memberships
* Employee Assistance Program (EAP)
Equal Opportunity Employer
Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.
Salary Range
The hiring salary range for this position is $22.21 - $27.16 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy.
Employee Stock Ownership Plan (ESOP)
The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank.
Note to Search Firms:
Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
$22.2-27.2 hourly 29d ago
Bilingual Loan Specialist
Regional Finance 4.1
Loan servicing specialist job in Campbell, 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 LoanSpecialist 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 LoanSpecialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
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
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.
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.
$23-26 hourly Auto-Apply 10d ago
Processor (Service Admin)
Raymondwestsouth
Loan servicing specialist job in Lathrop, CA
Raymond West is looking for dynamic Processor to join our Service team! The Aftermarket Quote Administrator creates quotes with information provided by technicians and parts department for customer approval on service work needed/suggested.
Raymond West is committed to providing our customers with end-to-end warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their business up and running.
Duties and Responsibilities
Primary duties and responsibilities will vary with the specific position. Typical responsibilities are listed below. This list is not inclusive.
Monitor and track quotes to completion (approved/denied). Manage number of open quotes to keep them at a minimum company wide.
Answers questions a customer may have, gaining approval and obtaining purchase order, or denial.
Create quote and send to customer.
Enter quote information and customer special requirements into billing system.
5S workstation and office area
Orders Office Supplies
Required Skills/Abilities:
Excellent written and verbal communication skills
Excellent Organizational Time Management skills
Familiar with Microsoft office Suite and similar software
General math abilities in creating quotes.
Multitasking and teamwork are imperative. Quick data entry skills and accurate, efficient 10-kay is required.
Must be able to maintain effective working relationships with employees, Co-workers, and Managers in other departments.
Must be willing to work off-hours as specific needs dictate and willing to assume more responsibility as required.
Education/Experience:
High School Diploma or equivalent is required.
Minimum of one-year experience in administrative support and customer service.
Physical Requirements:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position is sedentary and desk bound.
Prolonged periods of sitting at a desk and working on a computer
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Occasionally required to climb or balance and stoop, kneel, crouch, or crawl
Occasionally required to lift and/or move up to 25 pounds.
Pay Range:
The hourly range for this position is $21.00 - $23.00. The specific pay offered to a candidate may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Qualified candidates must be able to pass a pre-employment physical and drug screen.
Raymond West provides medical, dental, vision, 401k with company match, flexible spending accounts, disability insurance, life insurance, personal time off, holiday pay and a great team to work with!
Check us out at ******************** Raymond West has a great group of loyal and hardworking employees who help us maintain our exemplary level of sales and service.
Apply on-line via the submit resume button provided. We are an equal opportunity employer and encourage all qualified persons to apply. We encourage qualified military veterans and persons with disabilities to submit their resume online. We will consider qualified applicants with criminal histories in accordance with the FCO. We are a drug free company.
This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.
$21-23 hourly 3d ago
Loan Processor
Wealthfront 4.6
Loan servicing specialist job in San Francisco, CA
Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities
Reviews loan file and gathers any items needed for final loan approval
Liaison between all operational and sales departments in the transaction
Orders supporting documentation
Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation
Prioritizes daily workload to ensure a delightful client experience
Manages a full pipeline of assigned loans, driving files from disclosures signed through closing.
Excellent client communication skills
Communicates with third party vendors throughout the loan process to finalize the application
Ensures adherence to investor and regulatory guidelines
Proactively maintain loan pipeline, tasks and objectives
Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions.
Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun
Expertise
Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work
Strong working knowledge of Federal and state regulations including TRID and HMDA
Deep understanding of mortgage loan products and underwriting guidelines
Self-driven with the ability to work independently and collaboratively
Excellent organizational skills, able to set and meet deadlines in a high paced environment
Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization
Intellectually curious and interested in applying technology to enhance business processes
Prior experience in retail mortgage loan processing
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
2+ years mortgage processing experience in a retail environment
Mortgage Loan Originator License, Company will sponsor for the right candidate
Knowledge of Conventional Conforming and Jumbo guidelines
Experience in the non-delegated space
Understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $56,000 - $70,000 plus Equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk!
For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
$56k-70k yearly Auto-Apply 60d+ ago
Mortgage Loan Processor
1St. United Credit Union 4.1
Loan servicing specialist job in Pleasanton, CA
Let's get you a career. We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and the communities we serve across the East Bay and Tri-Valley areas.
The Mortgage Loan Processor manages a pipeline of mortgage loan files from application through closing, ensuring accuracy, compliance, and timely completion. This role reviews and verifies borrower documentation, resolves title and documentation issues, coordinates with all parties involved, and maintains clear communication to support a smooth loan process and exceptional member experience. What you'll do:
Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting
Manage an assigned pipeline of 25-40 loans on a daily and weekly basis
Order all required verifications, documentation and subsequent follow-ups and ensures all timeframes and compliance requirements are being met
Verify conditions of approval which may include customer income/assets documentation, resolve routine title issues including vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens and reconveyances
Communicate with all parties involved in the transaction to keep them informed of file status
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 Hazard Insurance, Flood Certificate, Title Commitment, Appraisal and payoff information
What you'll bring:
Five years to eight years of mortgage loan experience
Working knowledge of RESPA regulations and general mortgage and consumer lending regulations (including but not limited to Regulation Z and Regulation B)
strong math and analytical skills and prioritization and time management
Typical office work environment. Hybrid work schedule may be available after successful completion of initial onboarding and training period.
Salary Wage will range from $33.00 to $38.00. This salary range represents the base pay for grade 10 and does not include additional perks. Final compensation will be determined based on qualification, experience, and location.
1st United Credit Union is an Equal Opportunity Employer
$40k-49k yearly est. 60d+ ago
Processor
Raymondhandlingsolutionsecc
Loan servicing specialist job in Lathrop, CA
Raymond West is looking for dynamic Processor/Service Administrator to join the Service team! The Processor/Service Administrator is expected to bill completed work and ensure WIP is being maintained.
Raymond West is committed to providing our customers with end-to-end warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their business up and running.
Duties and Responsibilities
Primary duties and responsibilities will vary with the specific position. Typical responsibilities are listed below. This list is not inclusive.
Process and close out work orders daily accurately and efficiently.
Closely review customer specific and/or any special billing notes prior to closing work orders to ensure accurate and correct billing.
Ensure purchase orders are entered accurately, if required, to ensure work orders are closed in a timely manner.
Processor is expected to ensure all Scheduled Maintenance work orders are closed prior to month end and skips or cancels are routed to the correct department personnel.
Continually work through different billing categories to ensure pending work is resolved in a timely manner.
Prioritize incomplete and aging work orders through to resolution.
Processor will work with accounting department on credits and invoice disputes to resolution.
Required Skills/Abilities:
Excellent written and verbal communication skills
Excellent Organizational Time Management skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Must be able to maintain effective working relationships with employees, Co-workers, and Managers in other departments.
Must be willing to work off-hours as specific needs dictate and willing to assume more responsibility as required.
Mandatory overtime and/or Saturday shifts will be required based on business needs.
Education/Experience:
High School Diploma or equivalent is required.
Invoicing experience is preferred.
Physical Requirements:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position is sedentary and desk bound.
Prolonged periods of sitting at a desk and working on a computer
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Occasionally required to climb or balance and stoop, kneel, crouch, or crawl
Occasionally required to lift and/or move up to 25 pounds.
Pay Range:
The hourly range for this position is $20.00 - $22.00. The specific pay offered to a candidate may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Qualified candidates must be able to pass a pre-employment physical and drug screen.
Raymond West provides medical, dental, vision, 401k with company match, flexible spending accounts, disability insurance, life insurance, personal time off, holiday pay and a great team to work with!
Check us out at ******************** Raymond West has a great group of loyal and hardworking employees who help us maintain our exemplary level of sales and service.
Apply on-line via the submit resume button provided. We are an equal opportunity employer and encourage all qualified persons to apply. We encourage qualified military veterans and persons with disabilities to submit their resume online. We will consider qualified applicants with criminal histories in accordance with the FCO. We are a drug free company.
This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.
$20-22 hourly 3d ago
Processor
Theraymondcorporation
Loan servicing specialist job in Lathrop, CA
Raymond West is looking for dynamic Processor/Service Administrator to join the Service team! The Processor/Service Administrator is expected to bill completed work and ensure WIP is being maintained.
Raymond West is committed to providing our customers with end-to-end warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their business up and running.
Duties and Responsibilities
Primary duties and responsibilities will vary with the specific position. Typical responsibilities are listed below. This list is not inclusive.
Process and close out work orders daily accurately and efficiently.
Closely review customer specific and/or any special billing notes prior to closing work orders to ensure accurate and correct billing.
Ensure purchase orders are entered accurately, if required, to ensure work orders are closed in a timely manner.
Processor is expected to ensure all Scheduled Maintenance work orders are closed prior to month end and skips or cancels are routed to the correct department personnel.
Continually work through different billing categories to ensure pending work is resolved in a timely manner.
Prioritize incomplete and aging work orders through to resolution.
Processor will work with accounting department on credits and invoice disputes to resolution.
Required Skills/Abilities:
Excellent written and verbal communication skills
Excellent Organizational Time Management skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Must be able to maintain effective working relationships with employees, Co-workers, and Managers in other departments.
Must be willing to work off-hours as specific needs dictate and willing to assume more responsibility as required.
Mandatory overtime and/or Saturday shifts will be required based on business needs.
Education/Experience:
High School Diploma or equivalent is required.
Invoicing experience is preferred.
Physical Requirements:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position is sedentary and desk bound.
Prolonged periods of sitting at a desk and working on a computer
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Occasionally required to climb or balance and stoop, kneel, crouch, or crawl
Occasionally required to lift and/or move up to 25 pounds.
Pay Range:
The hourly range for this position is $20.00 - $22.00. The specific pay offered to a candidate may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Qualified candidates must be able to pass a pre-employment physical and drug screen.
Raymond West provides medical, dental, vision, 401k with company match, flexible spending accounts, disability insurance, life insurance, personal time off, holiday pay and a great team to work with!
Check us out at ******************** Raymond West has a great group of loyal and hardworking employees who help us maintain our exemplary level of sales and service.
Apply on-line via the submit resume button provided. We are an equal opportunity employer and encourage all qualified persons to apply. We encourage qualified military veterans and persons with disabilities to submit their resume online. We will consider qualified applicants with criminal histories in accordance with the FCO. We are a drug free company.
This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.
$20-22 hourly 3d ago
Processor
Pengate Handling Systems, Inc.
Loan servicing specialist job in Lathrop, CA
Raymond West is looking for dynamic Processor/Service Administrator to join the Service team! The Processor/Service Administrator is expected to bill completed work and ensure WIP is being maintained.
Raymond West is committed to providing our customers with end-to-end warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their business up and running.
Duties and Responsibilities
Primary duties and responsibilities will vary with the specific position. Typical responsibilities are listed below. This list is not inclusive.
Process and close out work orders daily accurately and efficiently.
Closely review customer specific and/or any special billing notes prior to closing work orders to ensure accurate and correct billing.
Ensure purchase orders are entered accurately, if required, to ensure work orders are closed in a timely manner.
Processor is expected to ensure all Scheduled Maintenance work orders are closed prior to month end and skips or cancels are routed to the correct department personnel.
Continually work through different billing categories to ensure pending work is resolved in a timely manner.
Prioritize incomplete and aging work orders through to resolution.
Processor will work with accounting department on credits and invoice disputes to resolution.
Required Skills/Abilities:
Excellent written and verbal communication skills
Excellent Organizational Time Management skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Must be able to maintain effective working relationships with employees, Co-workers, and Managers in other departments.
Must be willing to work off-hours as specific needs dictate and willing to assume more responsibility as required.
Mandatory overtime and/or Saturday shifts will be required based on business needs.
Education/Experience:
High School Diploma or equivalent is required.
Invoicing experience is preferred.
Physical Requirements:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position is sedentary and desk bound.
Prolonged periods of sitting at a desk and working on a computer
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Occasionally required to climb or balance and stoop, kneel, crouch, or crawl
Occasionally required to lift and/or move up to 25 pounds.
Pay Range:
The hourly range for this position is $20.00 - $22.00. The specific pay offered to a candidate may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Qualified candidates must be able to pass a pre-employment physical and drug screen.
Raymond West provides medical, dental, vision, 401k with company match, flexible spending accounts, disability insurance, life insurance, personal time off, holiday pay and a great team to work with!
Check us out at ******************** Raymond West has a great group of loyal and hardworking employees who help us maintain our exemplary level of sales and service.
Apply on-line via the submit resume button provided. We are an equal opportunity employer and encourage all qualified persons to apply. We encourage qualified military veterans and persons with disabilities to submit their resume online. We will consider qualified applicants with criminal histories in accordance with the FCO. We are a drug free company.
This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.
$20-22 hourly 3d ago
Processor
Raymond West 4.3
Loan servicing specialist job in Lathrop, CA
Raymond West is looking for dynamic Processor/Service Administrator to join the Service team! The Processor/Service Administrator is expected to bill completed work and ensure WIP is being maintained.
Raymond West is committed to providing our customers with end-to-end warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their business up and running.
Duties and Responsibilities
Primary duties and responsibilities will vary with the specific position. Typical responsibilities are listed below. This list is not inclusive.
Process and close out work orders daily accurately and efficiently.
Closely review customer specific and/or any special billing notes prior to closing work orders to ensure accurate and correct billing.
Ensure purchase orders are entered accurately, if required, to ensure work orders are closed in a timely manner.
Processor is expected to ensure all Scheduled Maintenance work orders are closed prior to month end and skips or cancels are routed to the correct department personnel.
Continually work through different billing categories to ensure pending work is resolved in a timely manner.
Prioritize incomplete and aging work orders through to resolution.
Processor will work with accounting department on credits and invoice disputes to resolution.
Required Skills/Abilities:
Excellent written and verbal communication skills
Excellent Organizational Time Management skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Must be able to maintain effective working relationships with employees, Co-workers, and Managers in other departments.
Must be willing to work off-hours as specific needs dictate and willing to assume more responsibility as required.
Mandatory overtime and/or Saturday shifts will be required based on business needs.
Education/Experience:
High School Diploma or equivalent is required.
Invoicing experience is preferred.
Physical Requirements:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position is sedentary and desk bound.
Prolonged periods of sitting at a desk and working on a computer
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Occasionally required to climb or balance and stoop, kneel, crouch, or crawl
Occasionally required to lift and/or move up to 25 pounds.
Pay Range:
The hourly range for this position is $20.00 - $22.00. The specific pay offered to a candidate may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Qualified candidates must be able to pass a pre-employment physical and drug screen.
Raymond West provides medical, dental, vision, 401k with company match, flexible spending accounts, disability insurance, life insurance, personal time off, holiday pay and a great team to work with!
Check us out at ******************** Raymond West has a great group of loyal and hardworking employees who help us maintain our exemplary level of sales and service.
Apply on-line via the submit resume button provided. We are an equal opportunity employer and encourage all qualified persons to apply. We encourage qualified military veterans and persons with disabilities to submit their resume online. We will consider qualified applicants with criminal histories in accordance with the FCO. We are a drug free company.
This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.
$20-22 hourly 3d ago
CPU/GPU/Processor Hardware Architect
Baidu 4.6
Loan servicing specialist job in Sunnyvale, CA
Do you want to be part of the AI revolution? Do you want to think out of the box, thriving on challenges in the AI industry and the desire to solve them? Do you want to work with a world-class team to explore the fast-growing AI hardware opportunities and impact on the AI industry? We're looking forward to you joining us to collaborate, contribute, and revolutionize AI silicon and system.
Description
As a CPU/Processor Architect, you will have the opportunity to independently design and define new micro-architecture and identify areas for improvement and optimize existing ones. You will collaborate with experienced designers, RTL engineers, system and software team to explore the feasibility of ideas, proof of concept, and performance improvement.
Qualifications
Experience and knowledge of CPU architecture and deep expertise in one or more areas below but not limited to: ARM/RISC-V/MIPS processors, ISA, Memory subsystem, coherency, AI/ML architecture, security.
Experience and proof of track in both performance and power optimization: perf@watt and perf/sq.mm modeling or analysis and track in design implementation.
Provide guideline, direction, and support to the team. Work with marketing team to define and design the next generation architect of system and silicon and publish the specifications.
Good teamwork with communications and support to solve all levels of architecture definition from micro-architecture to system level to software architecture.
Proficiency in C/C++ and scripting languages such as Perl or Python.
Knowledge and experience with common performance benchmarks and workloads.
MS or PhD in Electrical or Computer Engineering.
Low power domain experience is a plus.
Knowledge or experience in automotive industry is a plus.
Excellent communication skills in both English and Chinese.
Culture Fit:
Mission alignment: If you want to be part of a team to accomplish this great mission, we will provide you the best possible platform to do that.
Self-directed: We work best with people that are driven, motivated, and aspire to greatness.
Hungry to learn: We are eager to see you learn new skills and grow.
Team orientation: We work in small, fast-moving teams. We watch out for each other and go after big goals together as a team.
#LI-DNI
$34k-43k yearly est. Auto-Apply 60d+ ago
Loan Analyst
JBA International 4.1
Loan servicing specialist job in Menlo Park, CA
Your Role Our loan analysts are critical to our mission of delivering seamless, fast closings to our borrowers. You will be responsible for collecting, verifying, and organizing all borrower documentation required to submit files to underwriting. You'll serve as a key liaison between our borrowers, originations associates, and capital markets team to ensure nothing falls through the cracks and every deal moves swiftly toward closing.
You will be working on a high-volume of transactions across various loan products including fix and flip, bridge, and construction loans. Your speed, attention to detail, and communication will directly impact our reputation and repeat business.
Who We're Looking For
You are process-driven, highly organized, and detail-oriented. You take pride in executing your files in a timely manner with no mistakes.
You are responsive and proactive. You follow up with borrowers, loan officers, and third parties without needing to be asked twice.
You are a good communicator. There are lots of moving elements in one file and even more stakeholders - you will have to communicate timelines and action items to all relevent parties.
You are a personable and hardworking person. As a small company, every member of our team is paramount. We aspire to have an ever evolving team of capable and kind people.
Nice-to-haves:
1-3 years of experience in lending and real estate.
Qualifications:
US Undergraduate Degree at a 4 year university (3.5 GPA required)
Fluent English
$29k-48k yearly est. 60d+ ago
LDAC Processing Req.
Gardaworld 3.4
Loan servicing specialist job in San Francisco, CA
GardaWorld Security Services is Now Hiring a Response Security Officer!
Ready to suit up as a Response Security Guard?
What matters most in a role like this is your ability to adapt from one mission to the next. Tell us about how you embrace change and thrive in the heart of the action.
As a Security Officer - Response, your role will vary depending on the day and special event. Whether it's customer service, patrols, or surveillance, we need you to adapt with agility and precision.
What's in it for you:
Site Location: San Francisco, CA.
Set schedule
Competitive hourly wage! (DailyPay is available for GardaWorld employees!)
A comprehensive benefits package including medical, dental, and vision insurance plans, a 401(k) retirement savings plan with employer matching contributions, paid holidays, disability coverage, and life insurance options
Career growth opportunities at GardaWorld
Uniform provided at no cost
Responsibilities for Response Security Guard:
Monitor the premises to ensure security
Conduct patrols to spot any suspicious activity
Control access points and verify identities
Respond quickly to incidents or potential threats
Provide excellent customer service while maintaining security
Write detailed reports on events and incidents
Collaborate with authorities during serious situations
Ensure the safety and protection of individuals and property
Qualifications for Response Security Guard:
Be authorized to work in the U.S.
Be able to provide documentation of High School Diploma or GED
Be able to ace (and pass) an extensive screening process
Ability to think quickly and adapt to changing situations
Responsive and strong problem solving skills
If you have Security, Military, Law Enforcement experience - even better!
You have a state security license (BSIS Guard Card) and additional 32hr BSIS security trainings (Additional security trainings can be obtained during the hiring process).
In the United States, GardaWorld Security remains the only guarding security company to be Certified by Great Place to Work. Apply today - this could be more than a job! 26% of our corporate employees started as frontline workers.
If you're ambitious with an entrepreneurial spirit - someone who wants to be a GardaWorld Ambassador - a promising career awaits you!
GardaWorld Security is a global champion in sophisticated and tailored security solutions, employing and training highly skilled and dedicated professionals across the globe.
Not the job for you? Make sure to check out all our jobs! We also have tactical, surveillance, and concierge roles available.
It is the policy of GardaWorld Security Services to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, veteran status, or disability in accordance with applicable federal laws. In addition, GardaWorld Security Services complies with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment including, but not limited to hiring, placement, assignment, promotion, termination, layoffs, recalls, transfers, leaves of absence, compensation, and training. It is also the policy of GardaWorld Security Services not to honor requests that employees be assigned on the basis of sex or any other classification protected by law, unless such request is based on a bona fide occupational qualification for that assignment
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Whelan Security of California, Inc.
CA Private Patrol Number: 16344
$35k-45k yearly est. 48d ago
Internal Home Loan Consultant- Bilingual (English/Spanish) - urgent
Klassic Recruitng
Loan servicing specialist job in Watsonville, CA
Klassic Recruiting is partnering with our client Bay Federal Credit union, to source a Bilingual (English/Spanish) internal home loan consultant to join their high traffic branch based in Watsonville, CA. This role will sell new residential first and second mortgage home loans to branch customers and will develop and maintain a network of business relationships that serve as a recurring source of referrals for new home lending opportunities.
Job Description
Responsibilities for the role of Internal Home loan consultant:
Internal sales of Bay Federal mortgage products by working with branch and call center staff to improve knowledge and support the sale of mortgage loan products.
Responsible for closing Bay Federal home loan applications submitted by branch and call center staff.
Meet individual and department home loan production goals supporting the overall Credit Union goals.
Use interpersonal and communication skills to generate referral business, leads, and relationships with individuals, existing clients, past clients, and real estate professionals.
Manage pipeline so as to meet specific loan volume production goals, established loan quality and turnaround times.
Gather all initial documentation required based upon the applicant's selected loan program and all disclosure requirements.
Analyze applicant's existing financial status, credit and property evaluation to determine feasibility of granting the loan, providing conditional approval or denial of loan request. Cleary communicate conditional approval and conditions surrounding the conditional approval.
Ensures loan agreements are complete and accurate according to policy and requirements set out in regulations and provides clear, understandable explanations at loan closing and document signing.
Analyzes detailed financial and credit data, matching the applicant's needs with an appropriate loan program and level of risk.
Promote and maintain a positive image of Bay Federal at all times to all personnel, members,volunteers, vendors and the community.
Qualifications
Requirements for the role of Internal Home Loan Consultant:
Bachelor's Degree in business or finance preferred.
Minimum of two years' experience in mortgage loan sales, or equivalent combination of education and experience.
Bilingual (English/Spanish)
NMLS Certified.
Understanding of industry regulations and products.
Strong sales acumen & written/verbal communication
Job Type: Full-time
Job Location:
Watsonville, CA
Required education:
Bachelor's
Required experience:
Residential mortgage lending: 3 years
Sales/ Business Development: 3 years
Credit Union: 3 years
Required language:
Spanish
Required license or certification:
NMLS
Additional Information
All your information will be kept confidential according to EEO guidelines.
$36k-51k yearly est. 15h ago
Doc Specialist - PI
Toyota Sunnyvale 4.4
Loan servicing specialist job in Sunnyvale, CA
performs the support for the sales team and prints DMV and bank documents. Duties and Responsibilities: Assisting the sales managers with the following * Maintains confidentiality of customer information. * Verifying the data in the system
* Organizing all documents neatly and accordingly in each deal jacket
* Assisting sales managers with collecting money at the time of transaction
* Providing the sales managers with documents for customer's
* Verifying and checking the accuracy of all signatures
* Providing the Business office with digital uploads
* Login and track deals in the trip pad.
* Maintaining a clean and neat workspace
* Providing well thought out note for each deal in our system and the physical jacket itself.
* Communicating with one another about any issues about a deal
* Engaging in any/ all activities with sales
* Responsible for all paperwork involved with the sale of the vehicle, including obtaining customer signatures and securing payoff and insurance information.
* Other tasks to help our Sales Department
Requirements
Qualifications:
* Must know how to navigate through Microsoft.
* Must be able to navigate through computer software.
* Good attitude and sportsmanship
* Some customer service experience
* Maintains a professional appearance.
* Ability to read, analyze and interpret the most complex documents.
Working Conditions:
* Must be able to perform under some stances of pressure.
* Must be able to multitask while printing documents.
* The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
$43k-58k yearly est. 60d+ ago
Doc Specialist - PI
Price Family Dealerships
Loan servicing specialist job in Sunnyvale, CA
Requirements
Qualifications:
Must know how to navigate through Microsoft.
Must be able to navigate through computer software.
Good attitude and sportsmanship
Some customer service experience
Maintains a professional appearance.
Ability to read, analyze and interpret the most complex documents.
Working Conditions:
Must be able to perform under some stances of pressure.
Must be able to multitask while printing documents.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Salary/Pay: $17.75 - $20.00/Hour
Salary Description 17.75-20 an hour
$17.8-20 hourly 60d+ ago
Doc Specialist - PI
Toyota Walnut Creek
Loan servicing specialist job in Walnut Creek, CA
Full-time Description
We are a Price-Simms Family owned business that provides a family owned and team oriented work environment. We are looking for super motivated people highly focused on customer satisfaction and working as a team player.
We currently are looking to hire for the following position: Document Specialist.
Position Purpose:
This position performs the support for the sales team and prints DMV and bank documents.
Duties and Responsibilities:
- preparing paperwork for new/used vehicle sales
- checking accuracy of all data / signatures throughout the transaction
- calculating commissions
- preparing loan funding paperwork
- Assisting sales managers with collecting money at the time of transaction
- Maintaining confidentiality of customer information
- Responsible for all paperwork involved with the sale of the vehicle, including obtaining customer signatures and securing payoff and insurance information
Requirements:
- must be extremely detail oriented and focused
- must be comfortable in fast-pace environment
- flexible schedule / weekend availability is a must / occasional late hours (9-9:30 pm 2-3 days/week)
Job Type: Full-time only
$22 / hr
Requirements
Qualifications:
Must be able to navigate through computer software
Good attitude and sportsmanship
Some sort of customer service experience
Must know how to navigate through Google Drive
Maintains a professional appearance.
Ability to read, analyze and interpret the most complex documents.
Working Conditions:
Must be able to work under some stances of pressure
Must be able to multitask with talking to a sales manager and printing documents
Weekend availability is a must / occasional late hours (9-9:30 pm 2-3 days/week)
Salary Description $22 / hr
$22 hourly 60d+ ago
Mitigation Specialist
Stand Insurance
Loan servicing specialist job in San Francisco, CA
About Stand
Stand is a new technology and insurance company revolutionizing how society assesses, mitigates, and adapts to climate risks. Our leadership team has extensive experience in insurance, technology, and climate science: building billions in market value at prior ventures. At Stand, we are rethinking how insurance enables proactive, science-driven resilience.
Existing insurance models often rely on broad exclusions, leaving homeowners without options. At Stand, we leverage advanced deterministic models and cutting-edge analytics to provide personalized risk assessments-helping homeowners secure coverage and take proactive steps toward resilience.
This is an onsite job in SF, w 1-day a week wfh flexibility on Tues, Wed, or Thur.
Role Summary:
As a Mitigation Specialist, you are a trusted protection advocate for Stand's customers. You help homeowners and brokers understand how to meaningfully protect homes by guiding them through Stand's mitigation process-from early discovery conversations through work execution after a policy begins. This includes hardening homes and landscapes against wildfire, water leaks, and other risks.
You translate complex risk, mitigation, and underwriting inputs into clear, practical next steps, helping customers understand not only what needs to be done, but why it matters for the long-term safety and resilience of their home. The role sits at the intersection of customer experience, risk, and sales, and plays a critical part in shaping how customers perceive value, urgency, and protection.
Your Responsibilities Will Include:
Acting as a primary mitigation guide for homeowners and brokers, supporting them from initial discovery through mitigation execution
Translating complex risk, underwriting, and mitigation inputs into clear, actionable recommendations
Helping customers understand tradeoffs, priorities, and timelines while reframing mitigation from a requirement into a compelling protection opportunity
Working directly with sophisticated homeowners and senior brokers, often in high-stakes or time-sensitive situations
Maintaining exceptional attention to detail across multiple active workflows, ensuring clear handoffs and strong follow-through
Partnering closely with Construction Solutions, Underwriting, and Risk Management teams to keep mitigation work moving smoothly
Preventing confusion or drop-off by proactively identifying gaps, risks, or delays in the mitigation process
Helping turn evolving mitigation workflows into a clear, repeatable customer experience that can scale
What We Are Looking For:
A customer-focused professional who builds trust through clarity, judgment, and calm communication
Someone comfortable guiding customers from uncertainty to action, especially around non-obvious or long-term value
A strong owner who takes initiative, anticipates needs, and moves work forward without waiting for perfect direction
A clear communicator who can explain technical or complex concepts in plain English
A detail-oriented operator who reliably manages multiple concurrent workflows
A consultative mindset with the ability to influence outcomes without pressure or hard selling
Qualifications
Must-Haves:
Proven experience in a customer-facing, consultative role requiring trust, clarity, and sound judgment
Demonstrated experience working with senior, high-expectation, or high-net-worth clients
Strong attention to detail with consistent follow-through across multiple workflows
Ability to translate complex or technical information into clear, practical guidance
Comfort influencing decisions and driving action around long-term or preventative value
Excellent written and verbal communication skills
High ownership mindset with a track record of accountability and follow-through
Nice-to-Haves:
Experience in insurance, underwriting support, risk, real estate, construction, or another regulated industry
Familiarity with home construction, inspections, defensible space, or mitigation concepts
Experience interpreting reports, assessments, or technical documentation and translating them into action
Background working with brokers, advisors, or other professional intermediaries
Experience helping teams evolve ad hoc processes into cleaner, repeatable workflows
Compensation:
The annual base salary range for full-time employees in this position is $125,000 to $150,000 + meaningful Equity Grant.
Compensation decisions are dependent on several factors including, but not limited to, an individual's qualifications, location where the role is to be performed, internal equity, and alignment with market data.
Additional Benefits:
Comprehensive benefits including above-market Health, Dental, Vision
Weekly lunch stipend
Flexible time off
401k plan
$42k-52k yearly est. Auto-Apply 21d ago
Loan Specialist
Regional Finance 4.1
Loan servicing specialist job in Concord, 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 LoanSpecialist 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 LoanSpecialists 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.
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.
How much does a loan servicing specialist earn in Milpitas, CA?
The average loan servicing specialist in Milpitas, CA earns between $25,000 and $185,000 annually. This compares to the national average loan servicing specialist range of $28,000 to $153,000.
Average loan servicing specialist salary in Milpitas, CA