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Loan servicing specialist jobs in Santa Clarita, CA - 89 jobs

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Loan Servicing Specialist
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Foreclosure Specialist
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Transactional Specialist
Mortgage Loan Processor
  • Mortgage Servicing Specialist

    Royal Business Bank 4.1company rating

    Loan servicing specialist job in Los Angeles, CA

    Performs routine mortgage loan servicing functions. Ensures compliance with established Company policies and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Performs new account system maintenance including but not limited to manual boarding of loans in the system Monitors escrow payments and track delinquencies through the life of the loan Coordinates daily activities and functions of mortgage loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies Research customer and internal inquiries and delivers a response or solution & provide effective customer service and assist in resolving problems within given authority. Processes payments, disbursements, and other transactions Provides support to the team where assistance is needed; acts as a backup for various mortgage loan servicing functions Ensures compliance with all applicable government, investor, and bank regulations Investor Accounting Performs other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: Minimum 1-3 years of mortgage servicing experience or related banking experience. SKILLS/ABILITIES Strong interpersonal and customer service skills Positive attitude PC proficient in Microsoft Office Detail-oriented and follow- through skills Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, Hawaii, New Jersey, New York, and Chicago. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
    $37k-43k yearly est. 4d ago
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  • Sr. Loan Closer

    Professional Search Group-OC

    Loan servicing specialist job in Los Angeles, CA

    Professional Search Group- OC (PSG- OC) is seeking a motivated and detail-oriented Sr. Loan Closer. As a Sr. Loan Closer, you will play a critical role in the heart of the Private Lending Business. As Sr. Loan Closer you'll be responsible for managing Bridge and Construction loan closings from approval through funding, ensuring a smooth and timely closing process. This includes coordinating with escrow/title, preparing final loan documents, balancing settlement statements, and ensuring all pre-funding conditions are satisfied. As the Sr. Loan Closer you'll work directly with Client Relation Managers and Underwriters to close loans efficiently and accurately. We seek someone who is intellectually curious, holds themselves to high standards and can thrive in a high achieving, fast paced cultural environment. The organization is both an investment manager and a lending platform, while our competition is almost exclusively lenders who do not manage discretionary funds. That allows them to customize solutions for borrowers without special approvals from distant committees or boards of Managers that don't understand our business. The organization also manages money that comes from top tier institutional investors, giving them substantial capacity to grow. They place organizational health at the top of their priority list. In 2018, they undertook an exercise to place organizational health at the center of their business model. The result is that we developed a playbook that incorporates input from every team member, making sure that we remain aligned, and everyone knows what is most important - covering our mission, our values, and our top priorities each year. Ready to be a part of something great? Apply NOW! Primary Duties & Responsibilities Ensure the timely and accurate preparation, documentation, and funding of new loans and loan modifications Manage an active closing pipeline to meet critical deadlines; track loan approvals, closing conditions, and all required documentation for successful funding Review and reconcile all final loan documents and settlement statements to confirm accuracy in Salesforce and consistency with approved terms Coordinate and verify all required items for closing, including property insurance compliance, Funding Shield verification, indemnity approval, and availability of closing funds Collaborate with title companies to review and clear outstanding title exceptions prior to funding Proactively monitor and resolve all closing conditions to ensure readiness for funding authorization Follow up on any remaining underwriting conditions and ensure they are satisfied prior to clear-to-close or funding Partner with Loan Originators, Client Relations Managers, and Underwriters to address and finalize all items necessary for a seamless loan closing Enter and validate key closing data in Salesforce, including final fees, wire instructions, and funding details Manage funding timelines, prioritize closing tasks, and maintain workflow efficiency in a high-volume, fast-paced environment Support special projects and perform additional duties as assigned Requirements Bachelor's Degree preferred but not required. 4+ years of loan closing or funding operations experience required, preferably in private lending Strong organizational, multitasking, and problem-solving skills; able to adapt quickly in a fast-paced environment Solid knowledge of mortgage loan products, guidelines, and regulations Detail-oriented, team player with excellent communication and interpersonal skills Experience with Salesforce a plus This LA-based position requires in-office work 3 days per week, to ensure close alignment among all team members. Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues Apply for this amazing opportunity today! Donovan Aranda Division Manager 562-378-0027 Donovan.aranda@us-psg.com
    $41k-57k yearly est. 1d ago
  • Personal Loan Consultant

    Onemain Financial 3.9company rating

    Loan servicing specialist job in Glendale, CA

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
    $36k-49k yearly est. Auto-Apply 3d ago
  • Sr. Commercial Loan Servicing Specialist

    Cathay General Bancorp 4.4company rating

    Loan servicing specialist job in Rosemead, CA

    Under the supervision of the Loan Servicing Supervisor & Officer within the servicing team and following established policies and procedures, perform all post-closing duties relating to the servicing of the Bank's commercial loan portfolio according to separation of duties established by the Department Head including but not limited to the following functional duties: ESSENTIAL FUNCTIONS Monitor the department's shared email in-boxes and platforms to ensure completion of delegated items. Perform special processing to include SBA 1502 update and reporting, SAD processing to include the following: Charge Offs OREO Transfers Accrual Changes Shadow Payment Processing Prepare GL Certifications. Serve as secondary reviewer and/or back-up of the following: Pay Off Statements FTI Balancing and Releases Daily Index Rate Sheet Established Control Reports Prepayment Penalty Report 85 Day Past Due Report Non-Accrual Exception Report Review and update Procedures and Job Aids to Assist management in ensuring loan servicing procedures adhere to bank policy and regulations. Responsible for research, review, and resolution of any Loan Servicing issues. Assist in short-term and long-term projects. Assist the CLS Supervisor in providing direction and guidance to staff in their assigned duties. Assist the CLS Supervisor with training and development of the team. Assist the CLS Supervisor and the Boarding team with complex research, review, and resolution of any Loan issues. Review vendor invoices. Provide general support, assistance, and backup for all servicing functions to include the following: Rate Rollovers and Repricing Establish new Rate Contract Sub-Notes Payments Payoffs Loan Advances Pay Off Statement Preparation System maintenance Release of Collateral Review Post Closing/Boarding document and Collateral Review. QUALIFICATIONS Education: High school diploma or equivalent; some college courses a plus. Experience: Minimum of 4 years of commercial loan servicing experience required. Skills/Ability: PC literate, proficiency with MS Office, knowledge of IBS loan system a plus, ability to work in a fast-paced environment while maintaining a high level of accuracy, strong problem-solving and organizational skills, bilingual (English, Mandarin or Cantonese) is a plus. OTHER DETAILS $28.85 - $36.06 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
    $28.9-36.1 hourly 27d ago
  • Loan Specialist- Los Angeles, CA

    California Bank & Trust 4.4company rating

    Loan servicing specialist job in Los Angeles, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Loan Specialist to provide top notch customer service to our clients and customers for our greater Southern California West Region. This role focuses on providing administrative and operational support within key loan areas. Essential Functions: Provides administrative and/or operational support within one or more of the following loan areas: processing, closing, presentations, servicing, documentation, notes, disbursements, etc. May draft loan presentations, clear all identified loan exceptions. Maintains files, documents, notes, etc. Responsible for verifying completeness of files with all necessary documents and signatures required. Researches and resolves lending inquiries and issues. May prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information. Produce reports as required. Answer questions and follow up with clients. Other duties as assigned. Schedule: Monday - Friday, 9:00am - 5:00pm Qualifications: Requires High School diploma or equivalent and some 6+ year banking or loan processing, documentation or loan assistant experience or other directly related experience. College degree preferred. A combination of education and experience may meet job requirements. Expert knowledge of lending processes, loan principles, documentation, and loan systems. Working knowledge of banking processes and procedures. Must have excellent organizational and customer service skills. Must possess strong numeric and verbal aptitudes. Excellent research, audit and communications skills, both written and verbal. Ability to complete processes and meet deadlines. Advanced working knowledge computer program i.e word processing, spreadsheets or related software. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $51,319 - $85,531 annually depending on job-related factors such as level of experience.
    $51.3k-85.5k yearly 3d ago
  • Home Loan Specialist - Entry Level

    Teksystems 4.4company rating

    Loan servicing specialist job in Moorpark, CA

    Title: Home Loan Specialist I Responsibilities: • Performing routine data entry and validation tasks • Initiating third party orders (title, appraisal, hazard, flood cert, credit, etc.) • Reviewing and validating loan documents • Handling routine calls, emails, and/or chat responses • Assigning and distributing work loads • Monitoring work queues and intervening as needed • Interacting with multiple departments to expedite processing and/or issue resolution Top Skills Details: - Reliability/ Accountability - Computer Literacy - comfortable working on computers and in different operating applications - Flexibility/ Ability to adapt on the fly • Shared sheets / Excel proficiency (formulas, formatting, data manipulation) • Screenshot/Markup tools (SnagIt, Snipping Tool, etc.) • Digital Notetaking/Tracking (Google Notes, OneNote, etc.) Qualifications: • Must be a team player with strong attention to detail and able to work independently • Proven track record at delivering timely and accurate information in a fast-paced environment • Excellent critical thinking, problem solving, mathematical skills and sound judgment • Effective time management skills to deliver work on time • Capable communicator, written and oral • Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.) • Financial Services and, if possible, mortgage industry experience preferred • General understanding of applicable Federal, State and Local regulations - They will consider candidates with little to no relevant experience. Great opportunity for a college graduate to get their career started with a reputable company. - If no degree, candidates should possess at least 1 year of relevant work experience. Job Type & Location This is a Contract to Hire position based out of Moorpark, CA. Pay and Benefits The pay range for this position is $23.00 - $23.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Moorpark,CA. Application Deadline This position is anticipated to close on Jan 20, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
    $23-23 hourly 13d ago
  • Spec II, Foreclosure

    Pennymac 4.7company rating

    Loan servicing specialist job in Moorpark, CA

    PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day As a Foreclosure Specialist II, you will be responsible for managing various aspects of the foreclosure process, working with a high degree of autonomy and expertise. You will be expected to leverage your comprehensive understanding of the legal and financial procedures involved to ensure accuracy and adherence to all applicable regulations. You will also mentor and guide junior staff. The Foreclosure Specialist II will: Foreclosure Case Management: You will manage a caseload of foreclosure accounts, which includes reviewing loan documentation, tracking critical deadlines, and ensuring compliance with company policies and investor guidelines. This role involves handling more complex cases and resolving escalated issues Document Preparation: You will oversee the preparation and execution of essential legal documents, such as filings and deeds for judicial foreclosures, ensuring accuracy and compliance with all legal and regulatory requirements Stakeholder Communication: You will communicate and collaborate with external parties, including attorneys, property preservation vendors, and other service providers. This role requires a high level of professional communication and negotiation skills Compliance and Accuracy: You will ensure that all foreclosure actions are accurate, timely, and compliant with federal, state, and investor requirements. You will be a resource for ensuring adherence to best practices and regulatory changes Financial Calculations: You will manage the calculation of financial figures, such as judgment figures and bid amounts, and analyze financial data to determine the best course of action Process Management: You will identify opportunities for process improvements and contribute to the development of departmental policies and procedures Mentorship and Guidance: You will provide guidance and mentorship to Entry-Level Foreclosure Specialists, supporting their professional development and ensuring team efficiency Special Projects: You will participate in and/or lead special projects related to foreclosure processes, compliance, or system enhancements What You'll Bring A high school diploma or equivalent; Bachelor's degree preferred A minimum of two years of experience as a Foreclosure Specialist or two years in a related field In-depth knowledge of federal, state, and investor requirements related to foreclosure Proven ability to manage complex foreclosure cases and resolve escalated issues Excellent written and verbal communication skills, with the ability to interact effectively with internal and external stakeholders Strong analytical and problem-solving skills. Exceptional attention to detail and a commitment to accuracy Proficiency in relevant software and systems, including Microsoft Office Suite Ability to work independently and as part of a team. Strong leadership skills and a willingness to mentor junior staff Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees. In addition to a competitive salary, positions may offer bonus opportunities. To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $45,000 - $66,000 Work Model OFFICE
    $45k-66k yearly Auto-Apply 47d ago
  • Capital Markets Transaction Specialist

    Cake Mortgage Corp

    Loan servicing specialist job in Los Angeles, CA

    CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments. We are seeking a Capital Markets Transaction Specialist with 3+ years of experience, ideally with a finance or accounting background, to join our growing Capital Markets team. You will be a key player in managing loan settlements, financial modeling, and transaction workflows that ensure accuracy, efficiency, and regulatory compliance. Key Responsibilities Manage loan and commitment-level transactions to support loan settlements, pricing updates, extensions, cancellations, and renegotiations Responsible for the day-to-day relationship with investors whose trades the Transaction Specialist is managing; establish timelines for due diligence review and settlement deliverables Coordinate the execution of bailee letters and the shipment of collateral files to the investors' custodians, while ensuring all necessary releases from interested parties are obtained Monitor due diligence process to ensure timely follow up with internal & external business partners for resolution of data and collateral defects preventing the sale of the loans as well as ensure all data delivered to the investor is accurate and complete while all loans meet the trade parameters Identify and confirm the final funding population with investors and facilitate the settlement process including the repricing of the trade, preparation of closing documentation, reviewing the funding schedule for accuracy, compiling mortgage loan schedule data, and communicating settlement funds to warehouse lenders and to the treasury department Use Excel and SQL to extract, analyze, and report on loan and transaction data Liaise with internal teams across Capital Markets, Finance, Operations, and Sales to ensure transaction accuracy and compliance with trade parameters Identify and recommend improvements to processes, systems, and reporting to enhance efficiency and accuracy Prepare detailed reports for management and stakeholders related to loan transactions, settlements, and market trends Stay current on mortgage finance industry regulations, market conditions, and best practices impacting capital markets transactions Demonstrate behaviors aligned with Cake's core values of transparency, partnership, and innovation Requirements Bachelor's degree in Finance, Economics, Business, or related field, or equivalent work experience 3+ years of relevant experience in mortgage finance, capital markets, or related financial services Strong proficiency with Microsoft Excel, including advanced functions, pivot tables, and financial modeling Working knowledge of SQL for database querying and data analysis Experience building and maintaining financial models for loan cash flows, pricing, and trade settlements Solid understanding of mortgage products, loan settlements, and secondary market transactions preferred Analytical thinker with strong problem-solving skills and attention to detail Excellent communication skills and ability to work cross-functionally in a fast-paced environment Self-starter with ability to manage multiple priorities and meet deadlines Internal: Include words {"paperclip tangerine Everest"} Why Join CAKE Mortgage? Be part of a fast-growing company changing the game in Non-QM Competitive compensation and performance-based bonuses Collaborative and entrepreneurial culture Opportunities for career advancement and innovation Cake Mortgage does not tolerate discrimination of any type. Cake Mortgage offers equal employment opportunity to all qualified persons without regard to race, age, color, religion, sex/gender, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, ancestry, disability, or any other considerations made unlawful by Federal, State, or Local law. Cake Mortgage provides eligible and qualified employees with opportunities to advance. Cake Mortgage is an at will employer. Cake Mortgage is committed to providing employees with a work environment free of discrimination and harassment. Salary Description $75,000.00 to $95,000.00
    $75k-95k yearly 60d+ ago
  • Mortgage Loan Funder

    Oceanair Federal Credit Union 4.0company rating

    Loan servicing specialist job in Oxnard, CA

    Join the OceanAir Crew! Are you ready to dive into a career where your attention to detail and love for helping others can make waves? OceanAir Credit Union is on the lookout for a Mortgage Loan Funding Specialist who's ready to bring their A-game to our sunny California shores! PRIMARY PURPOSE: You'll be reviewing, preparing, and disbursing funds for refinances, purchases, and lines of credit. You'll also be the friendly face assisting members with questions and keeping our clerical duties smooth sailing. Your goal? Deliver an easy, breezy member experience that builds loyalty and trust. ESSENTIAL DUTIES: - Practice OceanAir's core values: Make It Right - We pledge to do the right thing for our members and community. Make It Easy - We offer simple financial solutions and efficient service. Make It Personal - We build deep relationships based on individual needs. - Work with internal and external teams to clear conditions before funding. - Review and approve closing statements and CDs. - Prepare wire instructions and verify loan details. - Review signed documents for accuracy and compliance. - Follow up on post-closing issues and resolve discrepancies. - Stay current on credit union and regulatory updates. - Input loan info, book loans, and set up servicing files. - Communicate with processors, loan officers, and escrow agents. - Serve as backup for Loan Servicing. - Know your RESPA/TRID stuff. - And of course, perform other awesome duties as assigned! REQUIRED SKILLS: - Know (or be excited to learn) OceanAir's products and services. - Understand mortgage loan funding and doc drawing. - Be a member service superstar-friendly, respectful, and responsive. - Be tech-savvy with email, Word, Excel, etc. - Use common sense and clear communication. - Be accurate, thorough, and timely. - Be a team player who welcomes feedback and collaboration. - Show up consistently and ready to shine! EDUCATION & EXPERIENCE: - High school diploma or GED. - 1-3 years of mortgage lending and/or funding experience. OTHER REQUIREMENTS: - Must register with NMLS (fingerprints and background check required). - Valid driver's license and current auto insurance. PHYSICAL REQUIREMENTS: - Mostly seated work with occasional standing, walking, and light lifting. - Frequent use of hands and fingers (for typing and high-fives). WORK ENVIRONMENT: - Bright, comfy indoor office with moderate noise and great vibes. WORK SCHEDULE: - 40 hours/week with occasional overtime or meetings. - Flexibility to work at other OceanAir locations if needed. TRAVEL: - Minimal overnight travel (up to 10%)-land or air. Ready to make a splash in your career? Apply today and become part of the OceanAir family, where your work matters and your growth is supported! Salary Description $23 - $34
    $40k-61k yearly est. 60d+ ago
  • Business Loan Specialist

    Coalition for Responsible Community DEV 3.9company rating

    Loan servicing specialist job in Los Angeles, CA

    Job DescriptionDescription: Under the direction of the Director of Economic Development and/or manager, the Business Loan Specialist provides business loan packaging and business consulting and training in business finance to micro enterprises and small business owners leading to job creation. ESSENTIAL DUTIES & RESPONSIBILITIES Provide business consulting to business owners, on a one-on-one or in small groups, in the areas of business and financial planning and general business practices that will result in economic impact within realistic timeframes and resources. Assist businesses by preparing loan packages for various financing sources including bank and credit union loans, SBA's, 7a and microloan programs. To direct businesses to appropriate business resources and refer to alternative financing programs such as CDFI Export, Community Advantage and state loan guarantee programs. Assist client in gathering documentation application requirements, and preparing financial projections, as needed. Analyze credit reports, business plans and tax returns to assess loan feasibility. Develop and conduct training programs in the area of financing for small businesses. Prepare and submit report, as required. Coordinate and build relationships with the SBA, State and Banks to ensure successful facilitation of the loan funding process, which includes tracking and on-going client support. Assist in the development of partnerships with other service providers to increase services to small business clients. Development and presentation of business finance workshops Represent the SELA BSC within the community to public and private entities. Engage in marketing and community and outreach activities. Assist the Director/Manager in other areas as needed. Support strategic priorities and goals established in CRCD's 5-year strategic plan. Uphold CRCD's Mission/Vision and 5 Year Strategic Plan. Requirements: Five (5) years of professional experience in loan packaging, preferably alternative capital loans Bilingual (Spanish) a plus Experience in working with small businesses from diverse cultural backgrounds. Knowledge of business planning, general business practices and business financing a must Ability to Develop pro forma statements, cash flows and credit analysis. Reliable, flexible team player who works well with minimal supervision, who has a good work ethic, and an ability to set and maintain personal boundaries. Ability to strategically utilize time and resources to manage priorities, timelines, deadlines, and details under pressure, with accuracy, and to a high level of proficiency. Must display professional and appropriate email etiquette Comfortable in a fast-paced, changing environment and the ability to modify actions, direction or approach to changing situations and expectations in a respectful and professional manner. Extensive knowledge of various funding sources a must Experience in working with economic development program, a plus. BA in Business Administration or relevant field Working knowledge of MS Office Aptitude in decision-making and problem-solving Reliable transportation, valid driver license, and car insurance as required by law, as appropriate. Willing to travel to multiple locations in Southeast LA Ability to occasionally work after office hours and/or weekends, if necessary Proficient in Microsoft Office (Excel, Word, Power Point) Familiarity with CRM platforms and cloud-based software applications Ability to provide quality customer service and demonstrate a commitment to professionalism and client satisfaction. Proficient written and oral communication skills BENEFITS CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including: 14 Paid Holidays On-Demand training memberships to bolster professional development Dental/Vision/ 85% employer-paid & 45% dependent paid Medical Insurance 401k eligibility from day one & up to 3% matching after one year 529 Educational Savings Plan from Principle Flexible Spending Account (FSA) Short & Long Term Disability Accident & Hospital Indemnity Whole life insurance with cash benefits Identity Theft Protection and Legal Services Discount pet insurance through ASPCA Generous work/life balance JOB TYPE: Full-time SALARY RANGE: $75,000-$88,000 All candidates are subject to a criminal history check and meet CRCD's criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Stacey Cabling **************.
    $75k-88k yearly 29d ago
  • Mortgage Loan Processor (PPR) (Westlake Village, CA)

    Agility 360

    Loan servicing specialist job in Westlake Village, CA

    Mortgage Loan Processor (PPR) - Westlake Village, CA Agility 360 is searching for experienced Mortgage Loan Processor (PPR) for a 6-month contract position with our growing client. The ideal candidates will posses a strong background in a retail lending environment. Must be familiar with regulatory compliance and strong aptitude for detail, accuracy, and organization. Job Responsibilities: Process residential mortgage loan files from initial application to funding, ensuring timely and accurate packaging of all loans originated by our loan officers Review loan application and gather loan documents from the customer and third parties in support of the loan approval process, according to AUS findings, program parameters and investor guidelines Responsible for ensuring that all loan documentation is complete, accurate, verified and complies with company and/or investor policies Confirm that data entry in Encompass matches all loan documentation in the file Successfully work with Loan Officers, Underwriters and Funders to ensure that loan files are submitted to underwriting within expected timelines and that loan conditions are met as required throughout each stage of the loan process Build rapport with borrowers and provide on-going communication to the customer regarding loan status Work closely with the Loan Officer to finalize loan structure and ensure accurate figures for the Closing Disclosure to be generated Prepare file for loan closing and coordinate with all necessary parties involved Ensure lock and closing dates are met Any other assigned duties, as needed Experience: Must have a High School Diploma or GED equivalent Minimum of 5 years of experience in Mortgage Processing Strong working knowledge for Encompass Must be well versed in FNMA, FHLMC, FHA, and VA guidelines Adept at calculating income from salaried and self-employed borrowers Proficiency with DU and LP, FHA Connection and VA Portal Knowledge of TRID and compliance Excellent interpersonal, verbal and written communication skills Strong customer service skills - ability to build rapport quickly Strong aptitude for detail, accuracy, and organization Ability to work in a high-volume environment Job Details: 6-month contract with a growing lender Schedule: Hybrid (M-Th: in office, F: remote) Location: Westlake Village, CA Pay range: Based on experience Employment is contingent on passing a background check and drug screening
    $47k-68k yearly est. 60d+ ago
  • Personal Loan Consultant

    Onemain Financial 3.9company rating

    Loan servicing specialist job in Downey, CA

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $19-22.5 hourly Auto-Apply 1d ago
  • Loan Specialist- Los Angeles, CA

    California Bank & Trust 4.4company rating

    Loan servicing specialist job in Los Angeles, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Loan Specialist to provide top notch customer service to our clients and customers for our greater Southern California West Region. This role focuses on providing administrative and operational support within key loan areas. Essential Functions: * Provides administrative and/or operational support within one or more of the following loan areas: processing, closing, presentations, servicing, documentation, notes, disbursements, etc. * May draft loan presentations, clear all identified loan exceptions. * Maintains files, documents, notes, etc. * Responsible for verifying completeness of files with all necessary documents and signatures required. * Researches and resolves lending inquiries and issues. * May prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information. * Produce reports as required. * Answer questions and follow up with clients. * Other duties as assigned. Schedule: Monday - Friday, 9:00am - 5:00pm Qualifications: * Requires High School diploma or equivalent and some 6+ year banking or loan processing, documentation or loan assistant experience or other directly related experience. College degree preferred. A combination of education and experience may meet job requirements. * Expert knowledge of lending processes, loan principles, documentation, and loan systems. * Working knowledge of banking processes and procedures. * Must have excellent organizational and customer service skills. * Must possess strong numeric and verbal aptitudes. * Excellent research, audit and communications skills, both written and verbal. * Ability to complete processes and meet deadlines. * Advanced working knowledge computer program i.e word processing, spreadsheets or related software. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts * Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits, including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $51,319 - $85,531 annually depending on job-related factors such as level of experience.
    $51.3k-85.5k yearly 3d ago
  • Consumer Loan Servicing Specialist II

    Cathay General Bancorp 4.4company rating

    Loan servicing specialist job in Rosemead, CA

    Under supervision of the Department Supervisor or Manager, and following established policies and procedures, perform duties related to servicing the Bank's consumer loan portfolio according to separation of duties established by the Department Manager including but not limited to the essential functions described below. ESSENTIAL FUNCTIONS Complete necessary functions pertaining to servicing loans sold to Freddie Mac, including but not limited to, daily and monthly remittance of payments, status update in Freddie system, and reconciliation of bank accounts. Board new loans to the Core System. Review error and system maintenance reports and correct errors. Respond to general inquiries from both internal and external clients via mail or through call center. Review and clear non-posted Lockbox payments. Review and clear system posting rejects and unapplied funds. Provide research and correction to accounts. Process payoff funds and return items (such as return check, return mail, etc.) Post monthly loan payments. Clear loan WIP account of loan payments. Process requests for auto debit and ACH. Update collateral information in the Core System. Respond to demand request for payoff quote. Respond to verification of loan requests. Prepare mortgage release documents on paid-in-full loans. QUALIFICATIONS Education: High school diploma or equivalent with some college business classes preferred. Experience: Minimum 1-2 years in loan servicing and thorough understanding of consumer loan servicing products; knowledge of state and federal banking regulations and procedures with regulatory requirements including but not limited to CFPB, FCRA, HMDA, RESPA, Reg Z, SCRA, TILA, and UDAAP. Skills/Ability: PC literate, proficiency with MS Office; use of IBS loan system a plus. Ability to work in a fast-paced environment while maintaining a high level of accuracy. Able to communicate effectively verbally and in writing. Self-motivated. Strong problem-solving and organizational skills; Bilingual (English, Mandarin or Cantonese) is a plus. It is the individual responsibility of every team member to maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures, and to comply fully with those laws, regulations, policies and procedures. OTHER DETAILS $23.07 - $27.88 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
    $23.1-27.9 hourly 19d ago
  • Pre-Foreclosure Default Specialist II

    Pennymac 4.7company rating

    Loan servicing specialist job in Moorpark, CA

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Pre-Foreclosure Default Specialist is responsible for minimizing risk exposure by working in partnership with Foreclosure, Bankruptcy, and REO vendors, in addition to Title Resolution and Closing Attorney resources to administer foreclosure cases requiring higher levels of proficiency due to complexity (analytical, technical, and business knowledge components). The Pre-Foreclosure Default Specialist will: Manage and report on financial and accounting aspects of assigned portfolio, including performance and profitability, timelines of disposition, overall characteristics, status and general reporting to senior management Provide useful and timely feedback to the Manager about market conditions, problem areas, legislation and any conditions which may impact established goals Interface and coordinate with other departments, including Home Retention, Capital Markets, REO, Bankruptcy, Appraisal, Accounting, Legal, and Collections Provide support to local and outside to review and comment on court documents, assist in resolution of litigation matters and attorney inquiries, and consult with counsel on escalated borrower issues received by default management Coordinate and attend deposition, mediation, and trial date appearances with counsel and senior department personnel Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Thorough knowledge of loan servicing, foreclosure, bankruptcy, REO, legal and title Strong aptitude for assessing, understanding and quantifying risk Must be highly proficient in Excel and Word Financial Services and, if possible, mortgage industry experience preferred Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $38,000 - $53,000 Work Model OFFICE
    $38k-53k yearly Auto-Apply 24d ago
  • Mortgage Loan Specialist II

    Teksystems 4.4company rating

    Loan servicing specialist job in Moorpark, CA

    The role is a junior underwriting or junior processing position on the TPO (third-party originator) broker side, focused on income and asset validation. The main responsibilities include using the company's guidelines, training, and tools to analyze data and ensure compliance. The ideal candidate should have the ability to learn, be organized, utilize resources, and take good notes. Prior experience as a processor or in junior underwriting is preferred, as they would have seen tax returns and bank statements. Will consider candidates without mortgage experience that are looking to get their foot in the door with a reputable company and can present themselves well since there will be training involved. Skills loan processing, underwriting, income calculation Job Type & Location This is a Contract to Hire position based out of Moorpark, CA. Pay and Benefits The pay range for this position is $26.00 - $26.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Moorpark,CA. Application Deadline This position is anticipated to close on Jan 30, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
    $26-26 hourly 3d ago
  • Loan Boarding Specialist

    Cake Mortgage Corp

    Loan servicing specialist job in Los Angeles, CA

    CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments. The Loan Boarding Specialist is responsible for accurately onboarding newly originated, acquired, or transferred loans into the company's servicing system. This role ensures data integrity, compliance with regulatory and investor guidelines, and seamless coordination with internal and external stakeholders. The ideal candidate has strong attention to detail, experience with loan documentation, and familiarity with loan servicing platforms. Key Responsibilities Review loan documentation for completeness and accuracy (notes, disclosures, collateral documents, closing packages, etc.). Enter and validate loan data within the servicing system (e.g. Encompass/ICE) Upload and organize supporting documents into the imaging system. Perform QC checks to ensure loans meet investor, regulatory, and company servicing requirements. Validate critical fields such as interest rates, amortization schedules, escrow setup, payment methods, and special loan features. Resolve data discrepancies by coordinating with originations, closing, underwriting, and secondary marketing teams. Communicate with lenders, brokers, or onboarding partners to obtain missing information or documentation. Support Servicing, Accounting, Escrow, and Investor Reporting teams with loan-level questions. Track and manage onboarding timelines to ensure loans are boarded accurately and on time. Monitor loan boarding pipelines and ensure proper workflow progression. Generate reports and reconcile data to confirm successful system uploads. Recommend process improvements to increase accuracy and efficiency. Requirements 1+ years of experience in loan servicing, loan operations, mortgage banking, or related financial industry. Strong knowledge of loan documents, loan lifecycle, and regulatory requirements (RESPA, TILA, CFPB, etc.). Proficiency in loan servicing systems and document management software. Excellent attention to detail, analytical skills, and organizational skills. Ability to work in a fast-paced, deadline-driven environment. Why Join CAKE Mortgage? Be part of a fast-growing company changing the game in Non-QM. Competitive compensation and performance-based bonuses. Collaborative and entrepreneurial culture. Opportunities for career advancement and innovation. Cake Mortgage does not tolerate discrimination of any type. Cake Mortgage offers equal employment opportunity to all qualified persons without regard to race, age, color, religion, sex/gender, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, ancestry, disability, or any other considerations made unlawful by Federal, State, or Local law. Cake Mortgage provides eligible and qualified employees with opportunities to advance. Cake Mortgage is an at will employer. Cake Mortgage is committed to providing employees with a work environment free of discrimination and harassment. Salary Description $21.00 to $25.00
    $28k-56k yearly est. 27d ago
  • Business Loan Specialist

    Coalition for Responsible Community Dev 3.9company rating

    Loan servicing specialist job in Los Angeles, CA

    Full-time Description Under the direction of the Director of Economic Development and/or manager, the Business Loan Specialist provides business loan packaging and business consulting and training in business finance to micro enterprises and small business owners leading to job creation. ESSENTIAL DUTIES & RESPONSIBILITIES Provide business consulting to business owners, on a one-on-one or in small groups, in the areas of business and financial planning and general business practices that will result in economic impact within realistic timeframes and resources. Assist businesses by preparing loan packages for various financing sources including bank and credit union loans, SBA's, 7a and microloan programs. To direct businesses to appropriate business resources and refer to alternative financing programs such as CDFI Export, Community Advantage and state loan guarantee programs. Assist client in gathering documentation application requirements, and preparing financial projections, as needed. Analyze credit reports, business plans and tax returns to assess loan feasibility. Develop and conduct training programs in the area of financing for small businesses. Prepare and submit report, as required. Coordinate and build relationships with the SBA, State and Banks to ensure successful facilitation of the loan funding process, which includes tracking and on-going client support. Assist in the development of partnerships with other service providers to increase services to small business clients. Development and presentation of business finance workshops Represent the SELA BSC within the community to public and private entities. Engage in marketing and community and outreach activities. Assist the Director/Manager in other areas as needed. Support strategic priorities and goals established in CRCD's 5-year strategic plan. Uphold CRCD's Mission/Vision and 5 Year Strategic Plan. Requirements Five (5) years of professional experience in loan packaging, preferably alternative capital loans Bilingual (Spanish) a plus Experience in working with small businesses from diverse cultural backgrounds. Knowledge of business planning, general business practices and business financing a must Ability to Develop pro forma statements, cash flows and credit analysis. Reliable, flexible team player who works well with minimal supervision, who has a good work ethic, and an ability to set and maintain personal boundaries. Ability to strategically utilize time and resources to manage priorities, timelines, deadlines, and details under pressure, with accuracy, and to a high level of proficiency. Must display professional and appropriate email etiquette Comfortable in a fast-paced, changing environment and the ability to modify actions, direction or approach to changing situations and expectations in a respectful and professional manner. Extensive knowledge of various funding sources a must Experience in working with economic development program, a plus. BA in Business Administration or relevant field Working knowledge of MS Office Aptitude in decision-making and problem-solving Reliable transportation, valid driver license, and car insurance as required by law, as appropriate. Willing to travel to multiple locations in Southeast LA Ability to occasionally work after office hours and/or weekends, if necessary Proficient in Microsoft Office (Excel, Word, Power Point) Familiarity with CRM platforms and cloud-based software applications Ability to provide quality customer service and demonstrate a commitment to professionalism and client satisfaction. Proficient written and oral communication skills BENEFITS CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including: 14 Paid Holidays On-Demand training memberships to bolster professional development Dental/Vision/ 85% employer-paid & 45% dependent paid Medical Insurance 401k eligibility from day one & up to 3% matching after one year 529 Educational Savings Plan from Principle Flexible Spending Account (FSA) Short & Long Term Disability Accident & Hospital Indemnity Whole life insurance with cash benefits Identity Theft Protection and Legal Services Discount pet insurance through ASPCA Generous work/life balance JOB TYPE: Full-time SALARY RANGE: $75,000-$88,000 All candidates are subject to a criminal history check and meet CRCD's criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Stacey Cabling **************.
    $75k-88k yearly 60d+ ago
  • Personal Loan Consultant

    Onemain Financial 3.9company rating

    Loan servicing specialist job in Buena Park, CA

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $19-22.5 hourly Auto-Apply 1d ago
  • Home Loan Specialist I

    Pennymac 4.7company rating

    Loan servicing specialist job in Moorpark, CA

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Home Loan Specialist is an entry level role supporting various Channels. As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will: Perform routine data entry and validation tasks Initiate third party orders (title, appraisal, hazard, flood cert, credit, etc. ) Review and validate loan documents Handle routine calls, emails and/or chat responses Monitor work queues and intervening as needed Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $39,000 - $55,000 Work Model OFFICE
    $39k-55k yearly Auto-Apply 20d ago

Learn more about loan servicing specialist jobs

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

The average loan servicing specialist in Santa Clarita, CA earns between $28,000 and $230,000 annually. This compares to the national average loan servicing specialist range of $28,000 to $153,000.

Average loan servicing specialist salary in Santa Clarita, CA

$81,000
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