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Loan servicing specialist jobs in Petaluma, CA - 29 jobs

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  • Residential Mortgage Lending Specialist

    Citigroup Inc. 4.6company rating

    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). #J-18808-Ljbffr
    $64k-108k yearly est. 2d ago
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  • Loan Service Specialist I

    United Business Bank Career 4.2company rating

    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 Loan Service Specialist I (LSS I) is an onsite position and does not have remote opportunities. The Loan Service Specialist (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 loan servicing 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 Loan Servicing email inbox to resolve and process general requests and forwards payoff demand requests to the Loan Service Specialist 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 Loan Service 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 Loan Services policies and procedures, preferred. Experience Required: Office experience required, loan servicing 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. 3d ago
  • Loan Boarding Specialist

    Bank of Marin 4.4company rating

    Loan servicing specialist job in Novato, CA

    Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Loan Boarding Specialist to join our Credit Risk Management team located on-site at either our corporate office in Novato, California or our office in Rancho Cordova, California. The Loan Boarding Specialist plays a critical role in the accurate and efficient onboarding of all new and renewed loans into the FIS loan servicing system, ensuring data integrity, compliance, and seamless loan management. This position is responsible for meticulously inputting all required loan information, facilitating precise financial transactions, and ensuring adherence to regulatory standards, including the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA). The specialist will manage the end-to-end processing of monetary transactions related to loan boarding, loan funding, ensure the proper disbursement of loan funds, and accurately credit income accounts, contributing directly to effective loan servicing and reporting. This role requires a high level of attention to detail, a strong understanding of loan operations, and a commitment to maintaining accurate and compliant loan records. Essential Job Functions: Review boarding package to ensure that all documents are received, signed and initialed. Research any discrepancies between the credit approval and the loan documents. Organize all loan documents in the appropriate stacking order and file in the legal file. Input all loan, commitment, and note information into the loan system, following all policies and procedures. Review all loan documents for special instructions. Verify rate and disbursement instructions. Complete boarding worksheet to verify that all required information and proper coding has been completed and that all applicable fields have been input. Process all monetary transactions required, including all disbursements and fees. Perform lien perfection on various types of collateral. Provide assistance to loan officers and customers by researching and responding to inquiries. Inquiries include researching loan boarding information received through various channels including email, telephone, inter branch and in person. Professional / Educational Experience 2 - 4 years related experience and/or training. Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes. The hourly pay range for this position is $26.74 to $36.09. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability
    $26.7-36.1 hourly Auto-Apply 60d+ ago
  • CRA Loan Specialist

    Fifth Third Bank, N.A 4.6company rating

    Loan servicing specialist job in San Francisco, CA

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Conduct and coordinate homebuyer-training seminars for CRA potential applicants. + Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. + Follow defined protocol for escalation of exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipeline for all originated loans through closing and complete required management reports. + Communicate with applicants and/or referral sources by providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. + Attend and participate in all Consumer Lending meetings as required by management. + This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- San Francisco, California 94111 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $101k-122k yearly est. 50d ago
  • Skywalker Processing Req.

    Gardaworld 3.4company rating

    Loan servicing specialist job in Nicasio, 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: Nicasio, 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 . Whelan Security of California, Inc. CA Private Patrol Number: 16344
    $35k-45k yearly est. 60d+ ago
  • Consumer Loan Specialist

    Mariner Finance 4.1company rating

    Loan servicing specialist job in Richmond, CA

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    $30k-49k yearly est. 6d ago
  • Mortgage Loan Coordinator II

    Theresa Allison Md 3.4company rating

    Loan servicing specialist job in Napa, CA

    Redwood Credit Union is looking for a Mortgage Loan Coordinator II, who will be responsible for performing a variety of Total Member Experience related liaison, sales, and operational duties in the mortgage lending department. Key ResponsibilitiesTotal Member Experience:o Intake new loan applications into Mortgage Cadence Loan Fulfillment Center (LFC) from Members via phone, walk-in, referrals from branches, other departments, or Loan Officers.o Act as the primary contact for Member walk-in traffic to mortgage lending department.o Respond to branch emails requesting Member walk-in's and return calls with a sense of urgency.o Establish initial rapport with Member, reach agreement and understanding on mutual expectations, and communicate next steps with Member on an as-needed basis.o Structure loan scenarios based on Member's financial goals and needs to align with RCU mortgage products.o Communicate and/or collect upfront list of needed documents based on Member's application using pre-defined conditions or LFC Desktop Underwriter findings.o Facilitate initial streamline refinance requests and deliver Member information for fulfillment.o Cross-sell RCU and RCUSG products and services.o Log-in to department phone queue during scheduled times.o Upon receipt of daily Incomplete Loan report, review incomplete loan in LFC and determine next steps with Member to complete loan application or adverse action.o Act as the TME Ambassador to recognize areas of improvement for Member service and issues with processes within department and offer solutions and/or suggestions for improvement.Electronic Loan File Management:o Process and deliver various regulatory notices, such as Reg B/10 Day, Statement of Credit Denial, Credit Score Disclosure, as necessary to remain compliant.o Ensure confidentiality and safeguard sensitive Member financial information.o Upload various loan documentation to virtual loan folders in a timely manner.o Monitor Mail Mortgage Lending emails and scanned documents from branches and distribute, as necessary.o Assist loan processors with ancillary pre-closing loan verifications. Join us and discover why you'll love working at Redwood Credit Union! ABOUT REDWOOD CREDIT UNION (RCU):At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union?• 28th largest credit union in the U.S. and the largest financial institution based in the North Bay • Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"• Recognized by Newsweek as one of "America's Best Credit Unions 2025"• Top Corporate Philanthropists (#24) - San Francisco Business Times• Voted Best Places to Work in the North Bay 20 years in a row• World-class Employee Engagement scores• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate• Industry leading Net Promoter Scores across the U.S. Minimum Qualification: Knowledge, Skills and Abilities Knowledge of real estate principles, practices, rules, regulations, and sales. Ability to structure loan scenarios based on Member's financial goals and needs through application interview process that align with RCU mortgage products. Ability to operate a PC with word processing, spreadsheet and Internet-based loan origination software. Basic understanding of investor guidelines and compliance requirements. Ability to communicate effectively both verbally and in writing. Ability to establish and maintain effective work relationships with a diverse group of people including vendors and other Credit Union team members. Ability to act independently and confidentially, using discretion and tact. Ability to analyze situations and recommend workable solutions. Ability to coordinate a variety of activities simultaneously and prioritize work. Ability and desire to work in a team environment. Licenses and Certifications Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761. The ideal candidate has a combination of education and experience equivalent to a high school diploma, plus a minimum of two years' experience in mortgage lending industry or closely related field. Compensation: Base starting range: $26.00 to $34.00 per hour commensurate with experience. Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. Redwood Credit Union offers a robust benefits package to our eligible employees including:• Competitive medical, dental, and vision insurance, mental health offerings• Employee performance incentive plan• Salary Advancement- Merit increase based on performance• 401(k) program with employer match• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off! RCU Discounts and Perks:• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans• RCU employees are eligible for a 1% discount on all recreational or boat loan products• 2% discount off Visas and LOC Loans through RCU• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.• 0% interest on garment, fitness, or home office equipment loan of up to $500• 100% financing for employee purchased homes! Physical Requirements:• Ability to stand, bend, stoop, sit, walk, twist, and turn.• Ability to lift up to 25 pounds occasionally.• Ability to use a computer keyboard and calculator.• Work environment is indoors; majority of the time is spent sitting at a desk. *Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. We are an Equal Opportunity Employer
    $26-34 hourly Auto-Apply 28d ago
  • Loan Specialist

    Regional Finance 4.1company rating

    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 Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. 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.
    $23-26 hourly Auto-Apply 50d ago
  • Loan Post Closer

    Wealthfront 4.6company rating

    Loan servicing specialist job in San Francisco, CA

    Wealthfront is seeking a mortgage loan post closer 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 ensure accuracy, compliance and efficiency in the final stages of the loan process. You will review, finalize and submit loan files ensuring seamless investor delivery and regulatory adherence. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities Manage investor delivery pipeline, ensuring timely and accurate delivery. Ensure all final documentation, collateral and loan data aligns with investor and regulatory requirements Ensure all loan documents are properly recorded and shipped to investors in a timely manner Oversee investor loan purchases and resolve deficiencies Work closely with compliance and legal to monitor regulatory changes impacting loan sales Participate in loan sale reconciliations and investor reporting Ensure accurate recording of mortgage notes, deeds and title policies Owns compilation, consolidation and reporting of all QC review and investor condition findings. Work with internal and external teams to correct errors in closed loan packages and/or resolve investor conditions prior to loan sale Collaborate with processing, origination and closing departments Perform internal file audits, provide loan level feedback and consolidated reporting Evaluate and document general quality of loans originated by the company by conducting an analysis of investor feedback and audit results 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 understanding of required loan file documentation, funding requirements, investor and regulatory 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 post-closing Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements 3+ years mortgage loan post-closing experience Proficiency in LOS systems, compliance tracking and document submission portals Knowledge of investor guidelines and state requirements 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 7d ago
  • Loan Processor - Payments

    Westamerica Bank 3.6company rating

    Loan servicing specialist job in Fairfield, CA

    Full-time Description Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Loan Processor l / Consumer Payment Processing Performs daily charge-off support functions. Responds to service requests, handle phone call inquiries, calculates loan payments and balances, perform job related administrative functions, assists with special projects and performs additional job related duties as required. Must possess strong interpersonal, organizational, customer service and analytical skills. Can work independently with limited supervision. Ability to thrive in an intense working environment and meet productivity deadlines. Proven decision making skills required. Good verbal and written communication skills a must. Responsibilities: Responsible in the processing of all consumer loan payments and payoffs for active and charged off loans and lines. Handle the phone call inquiries in regards to consumer loan payments. Callback of payments and payoffs processed by another Loan Processor. Prepare histories for consumer loans. Requirements Requirements: One year general business experience preferably with banking Excellent communication, organization and analytical skills a must PC proficiency required, along with the ability to function under very tight time constraints with few to no errors 10-key and typing skills mandatory Must be detail oriented EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.90 - $18.98
    $35k-42k yearly est. 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. Why Join Stand: At Stand, you'll join a mission-driven team redefining insurance through the lens of climate resilience, building a transformative, data-driven insurance model with real-world impact for homeowners and communities on the front lines of climate change 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 Must-Have Qualifications: 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 1-day a week WFH flexibility 401k plan Equal Opportunity Employment Stand is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. We believe that diversity enriches the workplace, and we are committed to growing our team with the most talented and passionate people from every community. We are committed to providing reasonable accommodations for qualified individuals. If you require assistance Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $42k-52k yearly est. Auto-Apply 29d ago
  • Doc Specialist - PI

    Toyota Marin 3.7company rating

    Loan servicing specialist job in San Rafael, CA

    performs the support for the sales team and prints DMV and bank documents. Duties and Responsibilities: Assisting the sales managers with the following Providing the sales managers with documents for customer's Assisting sales managers with collecting money at the time of transaction Verifying the data that is in the system Verifying and checking the accuracy of all signatures Organizing all documents neatly and accordingly in each deal jacket 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 Providing the Business office with digital uploads Login and track deals in the trip pad. Other tasks as assigned. Maintains 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 Qualifications: Must know how to navigate through Google Drive Must be able to navigate through computer software Good attitude and sportsmanship Some sort of customer service experience 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 The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Salary / Pay: $20.00/Hour
    $20 hourly 60d+ ago
  • Loan Service Specialist I

    United Business Bank 4.2company rating

    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 Loan Service Specialist I (LSS I) is an onsite position and does not have remote opportunities. The Loan Service Specialist (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 loan servicing 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 Loan Servicing email inbox to resolve and process general requests and forwards payoff demand requests to the Loan Service Specialist 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 Loan Service 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.
    $32k-60k yearly est. 4d ago
  • CRA Loan Specialist

    Fifth Third Bank 4.6company rating

    Loan servicing specialist job in San Francisco, CA

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). * Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. * Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. * Conduct and coordinate homebuyer-training seminars for CRA potential applicants. * Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. * Follow defined protocol for escalation of exceptions. * Take applicant applications by completing Fannie Mae form 1003 on the laptop. * Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. * Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. * Manage pipeline for all originated loans through closing and complete required management reports. * Communicate with applicants and/or referral sources by providing timely updates and progress reports. * Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. * Attend and participate in all Consumer Lending meetings as required by management. * This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: * High school diploma or equivalent mandatory. Four-year college degree preferred. * Knowledge of conventional and/or government lending guidelines. * Knowledge of residential mortgage processing, underwriting, and closing procedures. * Knowledge of federal lending regulations governing real estate lending. * Demonstrated organizational skills. * Strong written and verbal communications skills. * Demonstrated teamwork and customer service skills. * Proven computer skills. * Basic sales technique skills. * Strong desire to excel in a competitive environment. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- San Francisco, California 94111 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $101k-122k yearly est. Auto-Apply 17d ago
  • Mortgage Loan Coordinator II

    Redwood Credit Union 3.4company rating

    Loan servicing specialist job in Napa, CA

    Redwood Credit Union is looking for a Mortgage Loan Coordinator II, who will be responsible for performing a variety of Total Member Experience related liaison, sales, and operational duties in the mortgage lending department. Key Responsibilities Total Member Experience: o Intake new loan applications into Mortgage Cadence Loan Fulfillment Center (LFC) from Members via phone, walk-in, referrals from branches, other departments, or Loan Officers. o Act as the primary contact for Member walk-in traffic to mortgage lending department. o Respond to branch emails requesting Member walk-in's and return calls with a sense of urgency. o Establish initial rapport with Member, reach agreement and understanding on mutual expectations, and communicate next steps with Member on an as-needed basis. o Structure loan scenarios based on Member's financial goals and needs to align with RCU mortgage products. o Communicate and/or collect upfront list of needed documents based on Member's application using pre-defined conditions or LFC Desktop Underwriter findings. o Facilitate initial streamline refinance requests and deliver Member information for fulfillment. o Cross-sell RCU and RCUSG products and services. o Log-in to department phone queue during scheduled times. o Upon receipt of daily Incomplete Loan report, review incomplete loan in LFC and determine next steps with Member to complete loan application or adverse action. o Act as the TME Ambassador to recognize areas of improvement for Member service and issues with processes within department and offer solutions and/or suggestions for improvement. Electronic Loan File Management: o Process and deliver various regulatory notices, such as Reg B/10 Day, Statement of Credit Denial, Credit Score Disclosure, as necessary to remain compliant. o Ensure confidentiality and safeguard sensitive Member financial information. o Upload various loan documentation to virtual loan folders in a timely manner. o Monitor Mail Mortgage Lending emails and scanned documents from branches and distribute, as necessary. o Assist loan processors with ancillary pre-closing loan verifications. Join us and discover why you'll love working at Redwood Credit Union! ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union? * 28th largest credit union in the U.S. and the largest financial institution based in the North Bay * Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial * Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025" * Recognized by Newsweek as one of "America's Best Credit Unions 2025" * Top Corporate Philanthropists (#24) - San Francisco Business Times * Voted Best Places to Work in the North Bay 20 years in a row * World-class Employee Engagement scores * Rated Superior in Service by more than 90% of Members, surveyed by SF Gate * Industry leading Net Promoter Scores across the U.S. Minimum Qualification: Knowledge, Skills and Abilities * Knowledge of real estate principles, practices, rules, regulations, and sales. * Ability to structure loan scenarios based on Member's financial goals and needs through application interview process that align with RCU mortgage products. * Ability to operate a PC with word processing, spreadsheet and Internet-based loan origination software. * Basic understanding of investor guidelines and compliance requirements. * Ability to communicate effectively both verbally and in writing. * Ability to establish and maintain effective work relationships with a diverse group of people including vendors and other Credit Union team members. * Ability to act independently and confidentially, using discretion and tact. * Ability to analyze situations and recommend workable solutions. * Ability to coordinate a variety of activities simultaneously and prioritize work. * Ability and desire to work in a team environment. Licenses and Certifications * Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761. The ideal candidate has a combination of education and experience equivalent to a high school diploma, plus a minimum of two years' experience in mortgage lending industry or closely related field. Compensation: Base starting range: $26.00 to $34.00 per hour commensurate with experience. Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. Redwood Credit Union offers a robust benefits package to our eligible employees including: * Competitive medical, dental, and vision insurance, mental health offerings * Employee performance incentive plan * Salary Advancement- Merit increase based on performance * 401(k) program with employer match * Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off! RCU Discounts and Perks: * RCU employees are eligible for a .75% discount off RCU standard collateral auto loans * RCU employees are eligible for a 1% discount on all recreational or boat loan products * 2% discount off Visas and LOC Loans through RCU * 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000. * 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000. * 0% interest on garment, fitness, or home office equipment loan of up to $500 * 100% financing for employee purchased homes! Physical Requirements: * Ability to stand, bend, stoop, sit, walk, twist, and turn. * Ability to lift up to 25 pounds occasionally. * Ability to use a computer keyboard and calculator. * Work environment is indoors; majority of the time is spent sitting at a desk. * Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. We are an Equal Opportunity Employer We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [email protected].
    $26-34 hourly 28d ago
  • LDAC Processing Req.

    Gardaworld 3.4company rating

    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 . Whelan Security of California, Inc. CA Private Patrol Number: 16344
    $35k-45k yearly est. 56d ago
  • Consumer Loan Specialist

    Mariner Finance 4.1company rating

    Loan servicing specialist job in Pleasant Hill, CA

    .
    $29k-49k yearly est. 4d ago
  • Loan Processor Utility - Charge Off Support

    Westamerica Ban 3.6company rating

    Loan servicing specialist job in Fairfield, CA

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Performs daily charge-off support functions. Responds to service requests, handle phone call inquiries, calculates loan payments and balances, perform job related administrative functions, assists with special projects and performs additional job related duties as required. Must possess strong interpersonal, organizational, customer service and analytical skills. Can work independently with limited supervision. Ability to thrive in an intense working environment and meet productivity deadlines. Proven decision-making skills required. Good verbal and written communication skills a must. Provide support for banks Consumer and Commercial Loan Adjustment Departments Proficient with MS Access, Excel & Word Answer phone calls/emails from Officers regarding charge off related items Applying payments to each bank correct General Ledger Accounts Processing Charge-offs (C/O) and Recoveries within deadline Processing special C/O requests: Contra Reversal, OREO Prepare Projection Report for distribution to LAD Manager as assigned Verification of Lien Release, Reconveyance, UCC Termination, Assignment of Life Insurance requests Prepare & distribute Storage Labels for both LAD offices, data input to corresponding database Prepare & Pay Repo Invoices Liaison between internal/external auditors Research information within bank systems and files Daily balancing to specific GL's Preparing Fee Worksheets and Transfers Scanning Month end Board Reports, OREO certifications Monthly Balance Offs Notary, is a plus Requirements Solid computer skills with experience working with different system applications including Microsoft Word and Excel. Comfort and confidence in working directly with senior banking staff. Excellent verbal and written communication including spelling and grammar. PC and typing proficiency, organizational and analytical skills. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $20.77
    $35k-42k yearly est. 60d+ ago
  • Consumer Loan Specialist

    Mariner Finance 4.1company rating

    Loan servicing specialist job in San Pablo, CA

    .
    $30k-49k yearly est. 6d ago
  • Loan Processor - Boarding

    Westamerica Bank 3.6company rating

    Loan servicing specialist job in Suisun City, CA

    Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Responsible in the processing of all consumer loan payments and payoffs for active and charged off loans and lines. Responds to service requests. Calculates interest, loan payments, and balances. Handle the phone call inquiries in regard to consumer loan payments. Prepare histories for consumer loans. Consumer Boarding: Performs boarding (data entry) functions for Consumer loans (Indirect and Direct). Responds to service requests, handle phone call inquiries, calculates interest, loan payments and balances, review billing statements and does account research. Assists with special projects and performs additional job-related duties as required. Commercial Boarding: Performs boarding and maintenance functions for Commercial loans. Primary responsibility is the preparation, boarding and maintenance of all commercial and special handling loans. Monitoring and maintenance for all special handling designated loans. Responds to service requests, handle phone call inquiries, and does account research. Assists with special projects and performs additional job-related duties as required. Requirements One-year general business experience preferably with banking. Excellent communication, organization and analytical skills a must. PC proficiency required, along with the ability to function under very tight time constraints with few to no errors. 10-key and typing skills mandatory. Must be detailed oriented. Requirements: EOE Westamerica Bank's Privacy Policy may be found at: *********************************
    $35k-42k yearly est. 17d ago

Learn more about loan servicing specialist jobs

How much does a loan servicing specialist earn in Petaluma, CA?

The average loan servicing specialist in Petaluma, CA earns between $25,000 and $174,000 annually. This compares to the national average loan servicing specialist range of $28,000 to $153,000.

Average loan servicing specialist salary in Petaluma, CA

$66,000
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