Loan Analyst
Loan servicing specialist job in Napa, CA
Our client is seeking a Temporary Consumer Loan Funder I for a contract opportunity. The Temporary Consumer Loan Funder I, who will be responsible for planning, preparing and organizing consumer loan documentation to ensure accurate and expeditious loan closings while providing superior Member service.
Key Responsibilities
Funding Loans:
o Responsible for the timely and accurate coordination, processing and funding of all loan files including reviewing and interpreting underwriting conditions.
o Receive funding packets as assigned by department and manage funding from various incoming channels.
o Analyze Loan approval conditions in loan origination system (LOS). Verify the accuracy and integrity of all loan data entered into the system including but not limited to Membership, names, addresses, government monitoring information, loan information (i.e. loan amount, interest rate, terms, KBB/NADA/Black Book/MSRP information, income, etc.).
o Manage and continue to maintain all data and updates within the LOS throughout the funding process.
o Communicate and follow-up with Members/vendors regarding loan status and request and manage the timely return of required documentation needed to fund loan.
o Discuss loan options and programs with Members and vendors to ensure quality Member service.
o Identify cross sell opportunities that will benefit Member.
o Analyze credit report, credit applications to ensure credit requirements and loan policies are met.
o Verify Members income by paystubs and/or analyze personal and business tax returns to ensure income and loan policy requirements are met.
Department and Consumer Loan Officer Support:
o Utilize queue management system, within LOS, in conjunction with Consumer Loan Officers to ensure high quality Member/vendor service.
o Report daily any problems or concerns with specific loan files.
o Propose new or improved processes that will improve current file flow.
o Provide exceptional service to all Members, volunteers, internal team members, and vendors.
o Review and complete lending reports as needed or assigned.
Other functions:
o Research and resolve Member or team member concerns as directed.
o Compose and type general correspondence including emails, letters, memo communication for staff, vendors and Members.
Minimum Qualification: Knowledge, Skills and Abilities
2 years of experience in consumer lending industry or closely related field.
Thorough knowledge in the use of Internet-based loan origination software.
Knowledge of lending principles, practices, rules, regulations, and sales.
Ability to calculate income from paystubs, tax returns and or business returns.
Knowledge of compliance requirements.
Skill in the operation of personal computers and general office equipment.
Ability to communicate effectively both verbally and in writing.
Ability to establish and maintain effective working 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 and contribute to a team environment.
Loan Service Specialist I
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.
Mortgage Loan Servicing Specialist
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.
We're looking for a Mortgage Loan Servicing Specialist to provide essential administrative and clerical support for our Real Estate and Consumer Loan teams. In this role, you'll be the go-to expert for processing loan requests, maintain records, ensuring compliance, and helping us deliver a fast, friendly member experience.
What You'll Do:
Process loan account requests from modifications and corrections to payments, due dates, and more.
Handle Real Estate loans, reconveyances, subordinations, and escrow accounts.
Maintain loan records, prepare payoff demands, and complete HMDA reporting.
Manage loan protection products (GAP, MBP, Debt Protection, Collateral Protection).
Respond to audit requests promptly and in full compliance.
Support team goals for quicker, smoother service to our members.
What You'll Bring:
3-5 years of related mortgage experience in loan servicing or a similar field.
A two-year degree, specialized certification, or equivalent training and experience.
Strong organizational skills with the ability to multitask and meet deadlines.
Proficiency with MS word, excel, and outlook.
Excellent communication skills and attention to detail.
MLO registration may be required.
Be part of a collaborative, member-focused team where your expertise, accuracy, and efficiency directly contribute to member satisfaction and organizational success! 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
Loan Processor Specialist
Loan servicing specialist job in San Francisco, CA
Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Loan Processor Specialist for our Golden Gate Branch in San Francisco.
The PositionThe Loan Processor plays a critical role in supporting the San Francisco Federal Credit Union's (SFFedCU) consumer lending operations through the accurate and timely processing of loan applications.
This position is responsible for reviewing, verifying, and funding loans across multiple channels, while ensuring compliance with regulatory standards and internal controls.
With a strong technical focus, the role involves working across digital lending platforms, managing loan queues, reconciling disbursements, and resolving complex processing issues.
The Loan Processor also assists in the implementation of new home-lending solution products and supports merchant relationship workflows.
By leveraging system tools and data analysis, the role identifies process inefficiencies and contributes to continuous improvement efforts.
Additionally, the position supports cross-selling initiatives and helps deliver a seamless, high-quality member experience through multiple service channels.
Essential Functions and Responsibilities• Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding.
• Monitor and manage digital lending workflows, queues, and servicing inboxes to maintain service level agreements (SLAs) and production timelines.
• Utilizes professional communication in providing phone/email support (including escalations) for incoming calls and engagement in interviewing applicants for specific loan information.
• Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans.
• Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers.
• Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program.
• Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction.
• Partner with members to assess financial conditions and offer creative, tailored lending solutions.
• Actively participates in cross-selling financial products and effectively communicates the benefits and features of each cross-sold product with members.
• Uphold compliance with internal policies, privacy procedures, and regulatory standards to protect member information.
• Participate in continuous improvement efforts, business development activities, and special projects as assigned.
• Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals.
• Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality.
• Ensure compliance with internal policies, privacy procedures, and member confidentiality standards.
• Engage in business development through participation in CommunityShare events.
• Participate in regular performance dialogues and commit to continuous self-improvement.
• Perform other duties and special projects as assigned.
Who Are You? • Requires a high school diploma or equivalent.
• Minimum of two (2) years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans.
• Knowledge of MerdianLink, LoanStar, and Corelation platforms preferred, but not required.
• Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels.
• Excellent interpersonal skills; ability to engage authentically and professionally at all levels.
• Self-motivated; able to work efficiently without sustained direct supervision.
• Proven ability to manage time effectively and prioritize competing workload elements.
• Proficiency in MS Office: Word, Excel, OneNote and Outlook.
• Ability to provide prompt and professional service.
• Must have strong organizational skills and ability to process and follow specific instructions and directives.
• Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions.
No two days will be the same-and that's exactly how you like it.
The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.
SFFedCU is an Equal Employment Opportunity Employer.
In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Loan Servicing Operations Specialist - Non Impound (Temp)
Loan servicing specialist job in Livermore, CA
Title: Loan Servicing 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 Loan Servicing Operations Specialist - Non-Impounded (Temp) is responsible for providing outstanding support to the Loan Servicing 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 loan servicing 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.
Loan Specialist
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: **************************************************************************************************
#RGNL
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Auto-ApplyCondominium Review Specialist - Residential Mortgage
Loan servicing specialist job in Fairfield, CA
Responsible for evaluating and approving condominium projects for the Residential Mortgage Department in accordance with federal agency guidelines (e.g., Fannie Mae, Freddie Mac and Federal Housing Administration ("FHA")). Ensure condominium projects meet eligibility criteria for mortgage financing and mitigate risk by identifying potential issues related to project documentation, financial stability, insurance coverage and legal compliance.
Responsibilities
* Review and analyze condominium project documentation including budgets, insurance certificates, legal documents (e.g., declarations, bylaws), and meeting minutes.
* Determine project eligibility based on federal agency-specific guidelines and applicable secondary market overlays.
* Communicate with lenders, project managers and internal stakeholders to obtain missing or clarifying documentation.
* Maintain accurate records of project reviews and decisions in the loan origination system.
* Collaborate with Operations staff to ensure consistent application of agency standards.
* Stay current with changes in federal agency guidelines and industry best practices.
* Provide training and support to underwriting staff on condominium review procedures.
* Identify and escalate complex or high-risk projects to senior staff or management.
Qualifications
* HS diploma or equivalent required.
* Minimum 3 - 5 years of experience in either mortgage underwriting, project view or related field.
* Agency-specific condo review training or certification preferred.
* Experience with agency condominium review processes (Fannie Mae, Freddie Mac, FHA, Veterans Affairs ("VA") strongly preferred.
* Proficiency in loan origination systems ("LOS") and document management platforms strongly preferred.
* MS Office proficiency required.
* Familiarity with agency portals and condo review tools.
* Excellent written and verbal communication skills.
WORKING CONDITIONS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.
COMPENSATION: $65,000 to $85,000
Auto-ApplyLoan Analyst
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
Loan Experience Specialist
Loan servicing specialist job in Newark, CA
Who We Are:
Real (Nasdaq: REAX) is a publicly traded, fast-growing global real estate brokerage powered by technology and driven by people. Since our founding in 2014, we've been reimagining the residential real estate experience. With operations across the U.S., Canada, India, and the District of Columbia, we're leading the industry with our cutting-edge platform that empowers agents, simplifies the buying and selling journey, and unlocks greater financial opportunities.
At Real, we believe in pairing Tech x Humanity to create something truly different.
Learn more at ************************
Work Schedule: This position follows a Monday-Friday schedule during standard business hours aligned to Pacific Standard Time (PST). Occasional flexibility may be required based on business needs.
About the Role:
The Loan Experience Specialist (LES) serves as the communication hub for all parties involved in the mortgage process. This role requires performing a high volume of inbound and outbound communications-including calls, emails, and chat messages-with agents, clients, loan officers, title companies, and other stakeholders.
The LES ensures that every party receives timely, accurate, and clear information throughout the loan process. This position demands a proactive communicator who responds urgently, balances multiple communication channels effectively, and prioritizes delivering a positive, seamless experience from application through closing.
The LES plays a vital role in building trust, reducing client stress, and maintaining transparency across every stage of the transaction. This position replaces the traditional mortgage processor role with a more client-facing focus, ensuring every borrower and partner feels informed and supported through consistent, high-quality communication.
What You'll Do:
Manage a high volume of inbound and outbound communications (calls, emails, and chat messages) with clients, agents, loan officers, and other partners throughout the loan process.
Provide accurate, timely updates on loan milestones and next steps, ensuring all parties stay informed and confident.
Request, track, and verify receipt of required documentation while coordinating with internal teams (vendors, underwriters, and closers) to meet deadlines.
Review and ensure all documentation and underwriting conditions are complete, accurate, and compliant-communicating requirements clearly to clients and all parties involved.
Maintain organized and detailed communication records and loan status updates within the loan origination or CRM system.
Respond to all inquiries urgently and professionally, balancing multiple communication channels while maintaining accuracy and service quality.
Identify communication gaps or process delays and proactively suggest improvements to enhance efficiency and overall client experience.
Demonstrate full ownership of each client's experience, promoting transparency, empathy, and trust from application to closing.
Providing additional support functions as may be needed.
Identify communication gaps or process delays and proactively suggest improvements to enhance efficiency and overall client experience.
Demonstrate full ownership of each client's experience, promoting transparency, empathy, and trust from application to closing.
Providing additional support functions as may be needed.
What You'll Bring:
Excellent verbal and written communication skills with the ability to manage a high volume of conversations daily.
Strong sense of urgency and accountability to follow up on tasks and close communication loops quickly.
Organized and detail-oriented; able to manage multiple loan files and competing priorities effectively.
Proven ability to deliver exceptional customer service and maintain composure under pressure.
Proficiency with Microsoft Office and comfort working in loan origination or CRM systems.
Education & Experience:
High school diploma or equivalent required; college coursework or degree preferred.
Minimum of 5+ years of experience in the mortgage industry required.
Proven ability to manage communication directly with clients and partners over the phone, ensuring clear updates and strong relationships throughout the loan process.
Demonstrated success working in a fast-paced environment with a focus on quick turn times and accuracy.
Familiarity with loan origination software (LOS) and CRM systems is highly desirable.
How We Work: Our Operating Principles
Our Operating Principles are the blueprint of Real's culture. They guide how we show up, make decisions, and bring our mission to life every day:
Be Agent Obsessed: We design every decision around creating value for our agents and their clients.
Move Fast with Purpose: We act with urgency, clarity, and focus-without compromising our standards.
Own Your Outcome: Effort matters, but results matter more. We adapt, learn, and improve.
Be Bold; Challenge Often: We challenge assumptions, rethink “the usual,” and push for smarter, simpler solutions.
Win Together: We set high standards, collaborate deeply, and celebrate shared success.
Additional Details:
Location Requirements: Candidates must be based in U.S., to be considered.
Physical Requirements: Ability to sit for long periods of time.
Our Commitment:
One Real Mortgage Inc is proud to be an equal opportunity employer. We celebrate diversity and are committed to building an inclusive environment for all employees. We welcome applicants of all backgrounds and identities, and we do not discriminate on the basis of race, color, ancestry, religion, sex, sexual orientation, gender identity or expression, age, marital or family status, disability, citizenship, veteran status, or any other status protected by applicable law.
Auto-ApplyDoc Specialist - PI
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
Commercial Mortgage Pursuit Specialist
Loan servicing specialist job in San Francisco, CA
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
About this role:
The Multifamily Capital Team is seeking a motivated and detail-oriented individual to join the team as a Commercial Mortgage Pursuit Specialist. This role is ideal for someone with strong financial acumen, a willingness to learn, and an interest in expanding their expertise in multifamily real estate finance. You will play a key role in supporting deal execution and client engagement, with opportunities for growth and increased responsibility.
In this role you will:
Analyze loans and identify high risk attributes
Assist in sizing deals and preparing preliminary underwriting for agency submission.
Support client communications throughout the transaction process; role will expand to include direct client engagement.
Demonstrate a strong work ethic and eagerness to learn; multifamily experience is a plus but not required.
Identify opportunities and strategies for process improvement and risk control development
Receive direction from manager and exercise independent judgment
Interpret policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal customers
Required Qualifications:
2+ years of Business Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Prior experience in multifamily or commercial real estate finance is a plus.
Advanced Microsoft Excel skills, including proficiency in financial modeling.
Strong analytical skills with high attention to detail and accuracy.
Strong technical writing skills
Excellent verbal, written, and interpersonal communication skills
Experience guiding and mentoring more junior associates or analysts
Bachelor's degree in Finance, Real Estate, Economics, or related field
Job Expectations:
Candidates for this role will be required to work in-office 4 days a week.
Relocation assistance is not available for this position.
This role is not eligible for visa sponsorship
Location:
333 Market Street, San Francisco, CA 94105
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$120,000.00 - $196,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
2 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is 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, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
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Auto-ApplyLoan Processor - Boarding
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.
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: *********************************
Salary Description $16.50 - $18.98
Doc Specialist - PI
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
Doc Specialist - PI
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
Doc Specialist - PI
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.
Salary/Pay: $17.75 - $20.00/Hour
Loan Processor Specialist
Loan servicing specialist job in San Francisco, CA
Who Are We? With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Loan Processor Specialist for our Golden Gate Branch in San Francisco.
The Position
The Loan Processor plays a critical role in supporting the San Francisco Federal Credit Union's (SFFedCU) consumer lending operations through the accurate and timely processing of loan applications. This position is responsible for reviewing, verifying, and funding loans across multiple channels, while ensuring compliance with regulatory standards and internal controls. With a strong technical focus, the role involves working across digital lending platforms, managing loan queues, reconciling disbursements, and resolving complex processing issues.
The Loan Processor also assists in the implementation of new home-lending solution products and supports merchant relationship workflows. By leveraging system tools and data analysis, the role identifies process inefficiencies and contributes to continuous improvement efforts. Additionally, the position supports cross-selling initiatives and helps deliver a seamless, high-quality member experience through multiple service channels.
Essential Functions and Responsibilities
* Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding.
* Monitor and manage digital lending workflows, queues, and servicing inboxes to maintain service level agreements (SLAs) and production timelines.
* Utilizes professional communication in providing phone/email support (including escalations) for incoming calls and engagement in interviewing applicants for specific loan information.
* Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans.
* Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers.
* Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program.
* Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction.
* Partner with members to assess financial conditions and offer creative, tailored lending solutions.
* Actively participates in cross-selling financial products and effectively communicates the benefits and features of each cross-sold product with members.
* Uphold compliance with internal policies, privacy procedures, and regulatory standards to protect member information.
* Participate in continuous improvement efforts, business development activities, and special projects as assigned.
* Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals.
* Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality.
* Ensure compliance with internal policies, privacy procedures, and member confidentiality standards.
* Engage in business development through participation in CommunityShare events.
* Participate in regular performance dialogues and commit to continuous self-improvement.
* Perform other duties and special projects as assigned.
Who Are You?
* Requires a high school diploma or equivalent.
* Minimum of two (2) years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans.
* Knowledge of MerdianLink, LoanStar, and Corelation platforms preferred, but not required.
* Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels.
* Excellent interpersonal skills; ability to engage authentically and professionally at all levels.
* Self-motivated; able to work efficiently without sustained direct supervision.
* Proven ability to manage time effectively and prioritize competing workload elements.
* Proficiency in MS Office: Word, Excel, OneNote and Outlook.
* Ability to provide prompt and professional service.
* Must have strong organizational skills and ability to process and follow specific instructions and directives.
* Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures
Why You'll Love It Here
You'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it.
The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.
SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Bilingual Loan Specialist
Loan servicing specialist job in Pleasanton, CA
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Bilingual English/Spanish
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Average pay range: $23-$26/ hour
Pay range only applies to California residents.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
Key Word Tags
Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
#GRWIND
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Auto-ApplyMortgage Loan Processor
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
Loan Processor - Payments
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
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: *********************************
Loan Processor - Boarding
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: *********************************