Disbursement Reconciliation Specialist
Onsite - North Hollywood, CA 91601
Monday - Friday; 8:30am-5pm
As a Disbursement Specialist, you play a critical role in ensuring the accurate and timely disbursement of funds in real estate transactions, including purchase and refinance transactions. This role plays an important part in maintaining compliance with company policies, state and federal regulations, and client requirements, while delivering exceptional service to internal teams, lenders, and clients.
Expectations:
Review funding packages and work with processors to correct mistakes or collect missing data.
Confirm file is balanced with incoming funds from lender, buyer or borrower.
Verify payoff accuracy, invoices and all transaction related charges prior to disbursement of funds.
Maintain accurate and organized disbursement records according to compliance and audit procedures.
Maintain business line prioritization aligning with company procedures.
Requirements:
2+ years of experience in title evidence review and examination.
Proficiency with title/settlement software (e.g., ResWare) and Microsoft Office Suite highly preferred.
Exceptional attention to detail and accuracy in reviewing title evidence.
Strong organizational skills with the ability to manage multiple priorities in a deadline-driven environment.
Ability to work independently in a fast-paced, deadline-driven environment.
Pay Rate Range: $20.00-$27.00 per hour
This is an hourly paid role. Pursuant to California law, this range represents the base pay the Company reasonably expects to pay for this position at the time of posting and may vary widely based on experience. Actual compensation will be determined based on factors including, but not limited to, experience, skills, education, internal equity, and business needs.
$20-27 hourly 2d ago
Looking for a job?
Let Zippia find it for you.
Sr. Loan Closer
Professional Search Group-OC
Loan 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. 4d ago
Mortgage Servicing Specialist
Royal Business Bank 4.1
Loan 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. 2d ago
Personal Loan Consultant
Onemain Financial 3.9
Loan specialist job in Los Angeles, 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 1d ago
Loan Specialist- Los Angeles, CA
California Bank & Trust 4.4
Loan 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 LoanSpecialist 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 11d ago
Loan Servicing Specialist
CRE Recruiting
Loan specialist job in Costa Mesa, CA
Our client, a highly entrepreneurial and growing private lender expanding in Orange County seeks a diligent Loan Servicing Specialist to support the company's Chief Financial Officer (CFO) in a 50\/50 blended role comprised of:
1. The administrative and financial tasks necessary for successfully servicing their diverse CRE & residential loan portfolios - in\-house and 3rd party
2. Varied Analyst\-level duties related to FP&A, individual loan & portfolio underwriting analysis, systems\/platform management + improvement, and special projects
The ideal candidate has 3 years' experience in loan servicing, who has hit their ceiling in their current role as a loan servicer, and wants to learn more about the full\-spectrum of finance in CRE. It's a rare opportunity to be mentored by a CFO, learn and diversify your skillset, and grow along with the company in this newly\-created role.
This role is based out of the company's beautiful + conveniently located office located in Costa Mesa, with a hybrid schedule of Monday, Tuesday, & Thursday in\-house from 9am\-5pm, and Wednesday\/Friday worked remotely.
A day in the life of a successful Loan Servicing Specialist includes, but is not limited to:
Payment Processing: Accurately recording all payments, including complex payoffs
Funding & Draws: Managing loan fundings and draws with precision and compliance
Statement & Fees: Preparing & distributing monthly statements for principal, interest, and fees
Wire Verification: Confirming & inputting borrower account details securely
Transaction Maintenance: Reconciling servicing transactions with the General Ledger daily
Inbox Management: Monitoring servicing inbox activity and responding promptly to requests
Customer Support: Delivering responsive, professional support to borrowers & partners
Project Support: Contributing to compliance, reporting, and data initiatives
Team Collaboration: Partnering with Accounting, Finance, and Sales to support operations
Requirements The ideal Loan Servicing Specialist candidate possesses the following skills & experience:
Education & Experience: Bachelor's degree preferred; 3+ years of loan servicing experience required
Technical Skills: Proficient with Microsoft Office; familiar with servicing and document imaging systems
Communication: Clear and professional verbal and written skills
Organization & Detail: Strong multitasking, problem\-solving, and accuracy
Work Style: Adaptable, proactive, and able to build strong internal and external relationships
"}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"696690229","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Real Estate"},{"field Label":"Work Experience","uitype":2,"value":"3+ years"},{"field Label":"Salary","uitype":1,"value":"$75k\-105k"},{"field Label":"City","uitype":1,"value":"Costa Mesa"},{"field Label":"State\/Province","uitype":1,"value":"California"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"92626"}],"header Name":"Loan Servicing Specialist","widget Id":"554604000000072311","is JobBoard":"false","user Id":"554604000000272007","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":false,"job Id":"554604000008219008","FontSize":"15","google IndexUrl":"https:\/\/crerecruiting.zohorecruit.com\/recruit\/ViewJob.na?digest=uw46OIHQmu8KiPYWDNNm4imzuOMXb1IXDRBpxwHLkjY\-&embedsource=Google","location":"Costa Mesa","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"o68134c44ad5d9e2a4bfdb2712f09d04f17c1"}
$47k-145k yearly est. 60d+ ago
Loan Servicing Specialist II
Op Bancorp
Loan specialist job in Los Angeles, CA
At Open Bank, we pride ourselves on being different and OPEN to new ideas and opportunities for our clients and employees. We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive compensation and benefits package to recruit, retain and reward top talent. We would like to be your partner in success and happiness!
Join our TEAM - Together Everyone Achieves More
Job Title: Loan Servicing Specialist II
Department: Home Loan Center (Western Office)
We are looking for a Loan Servicing Specialist II to join the Home Loan Center team at Open Bank! The Loan Servicing Specialist II will be responsible for the loan daily reporting, loan payment & property tax monitoring, compliance documents and disbursing funds for residential loans.
Key Responsibilities:
* Handle Loan Payment(s), Late Charge(s), NSF payment(s), Non-post/Rejected item(s), and GL monitoring/reconciliation(s) daily.
* Perform courtesy call loan payment follow up prior to last day of grace period.
* Coordinate and update the Credit Admin department for the property tax payment status.
* Assist client issues and inquires regarding servicing of loans.
* Update the core system for change of address and automatic payment requests with supervision.
* Prepare Pay-off demand statement as requested by the beneficiary/trustor.
* Prepare, analyze, and send out Escrow Account Statement to Escrow account holders.
Requirements/Qualifications:
* Bachelor's degree in Business Administration or related field or equivalent work experience preferred.
* General knowledge of lending regulations, lien laws, and loan documentation.
* Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
* Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail.
* Ability to retain a broad knowledge of tasks performed in the lending functions.
Employee Benefits & Perks
* Medical, Dental, & Vision: Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Employees become eligible for insurance benefits on the first of the month following their hire date.
* Life, Accidental Death & Dismemberment, & Long-Term Disability: Open Bank pays 100% of the cost.
* Flexible Spending Account (FSA): Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.
* 401(k) Retirement Savings Plan: Open Bank matches 100% of the first 6% of employees' contributions. Employees are eligible to participate on the first of the month following 90 days of employment.
* Paid Time Off (PTO): Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.
* Employee Assistance Program (EAP): The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.
* Company Paid Lunch: Open Bank provides company paid lunch twice a week.
To view current job openings, please visit Open Bank Careers Page: ******************************
$47k-142k yearly est. 5d ago
Loan Boarding Specialist
Cake Mortgage Corp
Loan 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. 35d ago
Consumer Direct Home Loan Specialist
Churchill Mortgage Corporation 3.2
Loan specialist job in Irvine, CA
Consumer Direct Mortgage Loan Officer - Close More, Earn More, Win More!
At Churchill Mortgage, we don't just do business-we win by doing the right thing for our clients and teammates. Our loan officers are thriving in this market and their success is rewarded. We provide everything you need to succeed: Inbound leads-no cold calling, rock-solid processing, excellent pricing, cutting-edge tools, and a powerhouse support team, so you can focus on what you do best-closing more loans and changing more lives.
Why You'll Love Churchill Mortgage:
✅ More Loans, Less Hassle - Our Operations Team takes full ownership of the loan process, delivering a seamless, referable experience every time.
✅ Culture of Support - We remove roadblocks, not create them. Our team is dedicated to your success in every way possible.
✅ Leads - We provide you with high quality inbound leads, purchase and refinance.
✅Unmatched Service - New hires often say they have to pinch themselves-yes, it's really that good here.
Who We're Looking For:
💼 Experienced loan officers with a passion for helping clients.
📚 Educators at heart who guide borrowers to smart financing solutions.
📈 Sales pros who know how to foster relationships and drive referrals.
What You'll Do:
Educate & close - Help clients find the best loan solutions while securing the deal.
Manage & grow - Handle a high-volume pipeline while expanding your network.
Build relationships - Partner with Realtors, financial advisors, and other key referral sources.
Own the process - Work closely with our elite Operations Team to ensure smooth transactions.
Qualifications
What You Bring:
✔ Active NMLS license & 2+ years of mortgage origination experience.
✔ Proven ability to structure and close loans efficiently.
✔ A hunger to grow and a mindset to win-we coach, mentor, and elevate top performers.
Compensation & Perks:
💰 Commission-based earnings - Your success = your paycheck.
Prevailing minimum wage base pay
Commission tiered based upon monthly volume: starting at 25 bps, up to 65 bps
🏥 Top-tier benefits - Medical, Dental, Vision, 401(k), and ESOP (Yes, you OWN part of the company!)
🏆 You Own Your Success & Your Future - Our Employee Stock Ownership Program (ESOP) gives you a stake in our winning team.
Ready to Win with Churchill Mortgage?
If you're driven to succeed and want to be part of a company that champions integrity, excellence, and unstoppable growth, let's talk.
Apply now and take your career to the next level!
$37k-48k yearly est. 16d ago
Home Loan Specialist I
Pennymac 4.7
Loan 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 LoanSpecialist is an entry level role supporting various Channels.
As the Home LoanSpecialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
The Home LoanSpecialist 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 28d ago
Business Loan Specialist
Coalition for Responsible Community Development 3.9
Loan specialist job in Los Angeles, CA
Under the direction of the Director of Economic Development and/or manager, the Business LoanSpecialist 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 8d ago
Loan Servicing Specialist
Ascent Developer Solutions
Loan specialist job in Irvine, CA
About Ascent
Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies.
The Role
This is a full-time, on-site position based in our Encino or Irvine office. The Loan Servicing Specialist plays a crucial role in ensuring the accurate and timely processing of loan payments, managing escrow accounts, monitoring loan performance, and maintaining compliance with regulatory requirements and internal policies. The Loan Servicing Specialist acts as a key point of contact for borrowers, addressing inquiries, resolving issues, and maintaining strong client relationships to enhance the overall customer experience. The Loan Servicing Specialist contributes to the risk management strategy by identifying potential issues early and recommending appropriate actions. This role is essential for ensuring the smooth operation of loan servicing processes and supporting the Ascent's commitment to excellence in the commercial real estate industry.
The Work
Ensure timely and accurate processing of loan payments and payoff statements, escrow disbursements, and account reconciliations.
Serve as the primary point of contact for borrowers, addressing inquiries, resolving issues, and maintaining strong client relationships.
Ensure compliance with loan agreements, regulatory requirements, and internal policies. Prepare and maintain accurate loan documentation and servicing records.
Monitor loan performance, identify potential risks, and recommend appropriate actions to mitigate losses. Assist in the preparation of loan modifications, extensions, and workouts as needed.
Prepare detailed reports on loan portfolio performance, including delinquency trends, payment histories, and other key metrics. Provide insights and recommendations to senior management.
Identify opportunities to enhance loan servicing processes and implement best practices to improve efficiency and client satisfaction.
Update documentation on our servicing platform to ensure timely and accurate records.
Monitor vendor service levels, responsiveness, and overall performance.
Process subordinations, lien releases, and payments.
Assist with escrow disbursements and prepare loan payoff statements for customers.
Monitor insurance coverage on collateral properties.
Enter and update client information in Ascent's system(s) of record.
Recommend and implement best practices as part of Ascent's dedication to creating an industry-leading customer experience.
Your Skills and Experience
Associate degree in business or finance, or equivalent work experience in financial services.
5+ years of experience in loan servicing, with a focus on commercial real estate lending.
Strong understanding of operational risk, loan processing workflows, regulatory requirements, and industry best practices.
Excellent analytical skills and attention to detail.
Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
Proficiency in Microsoft Office Suite, particularly Excel.
Proficiency in financial software tools, including standard Loan Origination Systems (LOS) and servicing platforms.
The Pay
The hourly rate will be $31.00 - $36.00 per hour plus overtime with a discretionary bonus of 15% per year.
The Work Environment
This role works on-site from Ascent's Encino or Irvine office, Monday - Thursday (Fridays are work-from-home).
Full-time, 40 hours per week; must be available for occasional overtime.
Some nights and weekends required.
Our Benefits
We offer a comprehensive benefits package designed to support your health, well-being, and work-life balance. Our benefits include five health plans, two dental plans, health savings and flexible spending accounts, vision coverage, a 401(k) plan, and other optional benefits from which to choose.
Our Pledge
We pledge to be fair and considerate in hiring and promoting individuals, ensuring everyone can contribute their fullest potential regardless of background, identity, or personal circumstances. By promoting equal opportunity, we not only enhance our workplace but also contribute to a more just and equitable society. At Ascent, we stand united in building a community where everyone is empowered to succeed. Thank you for joining us on our journey towards a more inclusive future.
$31-36 hourly Auto-Apply 55d ago
Mortgage Loan Specialist II
Teksystems 4.4
Loan 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 11d ago
Mortgage Loan Funder
Oceanair Federal Credit Union 4.0
Loan 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
Junior Loan Officer
Summit Home Lending 4.5
Loan specialist job in Huntington Beach, CA
Job DescriptionOur organization is currently seeking a talented and service-oriented junior loan officer. The successful candidate will have some experience in sales, exceptional communication and relationship-building skills, and a keen eye for detail. Our tight-knit team is dedicated to helping you succeed and offers the training you need to take your talents to the next level. If this sounds like you, apply now!Compensation:
$37,500 - $120,000 yearly
Responsibilities:
Interface between loan processor, senior loan officer/ mortgage loan originator, underwriter, mortgage lender or mortgage banker, and realtors on behalf of the applicant as needed to ensure a successful loan transaction
Monitor sales pipeline, meet sales expectations, get referrals, and generate new business opportunities
Consult with potential loan applicants - answer questions and provide additional information about home loan products to create personal relationships
Review options with senior loan officer/ MLO to make a recommendation of which home loan product to recommend based on the applicant's financial status
Gather financial information to assist with loan applications, prepare loan files, and assess applicants' financial situation and eligibility
Training & Development (First 4-6 Weeks)
Participate in daily training sessions covering loan programs, guidelines, systems, sales processes, and compliance.
Shadow top producers and leadership on live discovery calls and closing calls.
Practice script work, objection handling, and communication techniques.
Learn Summit's internal systems, CRM, LOS, workflow, and lead management process.
Complete weekly performance benchmarks to demonstrate progress and readiness for promotion.
Sales Preparation
Develop a thorough understanding of Summit's HELOC and refinance products, qualification requirements, and lending guidelines.
Learn how to structure loans, calculate income, review credit, and analyze client goals.
Prepare for client-facing conversations by mastering key metrics and numbers to present during calls.
Understand lead sources and effectively manage assigned leads.
Client Interaction Readiness
Practice building rapport, gathering client goals, and conducting full discovery conversations.
Study and role-play closing call structure, objection handling, and commitment techniques.
Learn how to present loan options clearly and confidently.
Promotion to Loan Officer (Post-Training)
Begin making outbound sales calls and handling inbound transfers.
Conduct full discovery and closing calls with clients.
Sell and structure home equity loans and refinances aligned with client needs.
Provide a seamless client experience from the first conversation to submission.
Maintain high activity levels, consistent follow-up, and strong pipeline management.
Professional Expectations
Demonstrate coachability, a strong work ethic, and a desire to grow into a top-producing Loan Officer.
Maintain punctuality, professionalism, and adherence to the company's core values.
Collaborate with teammates, leadership, processors, and support staff.
Uphold compliance, ethical lending standards, and accurate documentation.
The more you put in, the more you earn!
Qualifications:
Familiarity with home mortgage program guidelines and various types of loans such as FHA, commercial loans, VA, etc is beneficial, but not require
High school diploma or equivalent required; Bachelor's degree is desired
Excellent sales, relationship, communications and MS Office skills are vital
Past experience with credit unions, lending institutions, real estate, financial services, or related fields is a bonus, but not required
Must be willing to complete training program to obtain NMLS/ MLO/ state license
NMLS Licensed (REQUIRED) - Ready to hit the ground running
Confident & coachable - You take feedback & apply it fast
Sales or customer service experience? Big plus!
Competitive mindset - Former athletes & sales pros thrive here!
Money-motivated - You want a career with great earning potential
Don't wait - Apply now & start your mortgage career today!
About Company
Why You'll Love Working Here
Launch your career as a Junior Loan Officer with a 4-6 week intensive training program
Gain the tools, knowledge, and confidence to become a top producer
Learn directly from experienced leaders and top Loan Officers
Get hands-on experience and build real, marketable skills
Work in a high-energy, collaborative culture that's fun, motivating, and rewarding
See hard work recognized and follow a clear path for career growth
Help clients tap into their home equity and achieve meaningful goals every day
$36k-48k yearly est. 8d ago
Mortgage Loan Processor
Ventura County Credit Union 3.9
Loan specialist job in Oxnard, CA
At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we'd love to hear from you!
About The Role
Under the direction of the AVP, Mortgage Operations, the Mortgage Loan Processor supports members throughout the mortgage loan process, ensuring all required documentation is complete, accurate, and submitted within established timeframes. This role is responsible for maintaining compliant loan files, inputting loan data into applicable systems, and serving as a backup for mortgage loan opening functions as needed.
As a member of the Mortgage team, this role requires onsite work at VCCU's Ventura headquarters.
What You'll Do
Review residential mortgage loan application files to ensure completeness, accuracy, and adherence to established standards, including loan terms, borrower assets and liabilities, credit reports, and employment history.
Request supplemental credit documentation as needed and order verifications of employment and other third-party reports.
Coordinate and communicate with Escrow and Title companies throughout the loan process to ensure fees and documentation remain accurate.
Prepare and submit complete mortgage loan files for underwriting review and decision.
Prepare loan files that are clear to close and transfer them to the Document Preparer.
Prepare accurate Loan Estimates in compliance with TRID and other applicable regulations.
Respond to mortgage-related inquiries via phone and email, including assisting with the resolution of member questions or concerns.
Maintain loan records, reports, verifications, and supporting documentation in accordance with investor, regulatory, and Credit Union standards.
Perform other duties as required to support daily Mortgage Operations and Credit Union needs.
What We're Seeking
Minimum of 3 years of mortgage loan processing experience, including working knowledge of current mortgage lending regulations and compliance requirements.
Solid understanding of mortgage lending practices, documentation requirements, and applicable financial services laws.
High school diploma or general education degree (GED) is required.
What Will Make You Stand Out
National Mortgage Licensing System (NMLS) registration.
Ability to effectively communicate with referral partners, borrowers, and internal staff.
Driven by purpose, with a genuine commitment to the Credit Union philosophy of “people helping people.”
What's In It For You
VCCU is an Equal Pay Champion, and we offer a competitive total rewards package!
Paid Volunteer Time
Paid Time Off, including Sick/Vacation/Holidays
Medical/Dental/Vision/Life Insurance/Supplemental Benefits
401k Employer Match & Safe Harbor Contribution
Company Sponsored Life & LTD Insurance
Education Reimbursement
Free Electric Vehicle Charging at Headquarters Location
VCCU Membership and Rate Discounts
We are dedicated to building an inclusive and authentic workplace that values unique voices and experiences, backgrounds and identities. We are an equal opportunity employer who celebrates the diversity of our employees and our members and strives to represent the many communities we serve.
$41k-52k yearly est. 16d ago
Bilingual Loan Servicing Collections Specialist
Credit9
Loan specialist job in Irvine, CA
Credit9 is seeking a Bilingual Loan Servicing Collections Specialist to join our team. As a Collections Specialist, you will assists in the daily communications and servicing of past-due accounts on an inbound and outbound basis. They will be supported and work directly with the Team Lead and Collections supervisor. The Collections agent will work directly with clients to resolve delinquency by creating payment plans and will assist in enrolling in hardship assistance programs to prevent future delinquency.
Compensation: $20.00-$22.00 per hour depending on experience plus bonus.
Location: Remote - Must be located within the United States.
Responsibilities:
Improve overall portfolio health through the assistance of past-due clients.
Maintain proper communications including, but not limited to:
Inbound and Outbound Calls
Inbound and Outbound Emails
Servicing via SMS messaging and online chats
Maintain symbiotically successful relationships between Credit9 and its customers by providing exceptional customer service and professional collections tactics.
Maintain personal performance management and consistently hit KPI goals set by direct Team Lead and Supervisor.
Ensure adherence to the Loan Servicing guidelines.
Professionally handle escalated customer service issues before passing off a customer.
Perform other related duties as assigned.
Requirements:
3+ years of Loan Servicing, preferably in collections, with a focus on unsecured, debt consolidation, and personal loans.
Bilingual in English and Spanish
Call Center experience.
Proficient with Microsoft Office and Google Suite.
Understanding of call center technology and collections metrics (ACD, IP, PTP, RPC, etc.)
Outstanding verbal and written communication skills.
Superior multi-tasking skills.
Flexible and adaptable to changes in direction and the ability to effectively communicate such changes as part of a team.
Professional presentation and demeanor
Education:
High School diploma or equivalent required.
Bachelor's degree preferred.
Company Benefits:
Ongoing training and development
Opportunity for career advancement
Medical
Dental
Vision
Company Paid Group Life / AD&D Insurance
7 Paid Holidays and 2 Floating Holiday Days to use at will
Paid Time Off
Flexible Spending/HSA
Employee Assistance Program (EAP)
401(k) match
Referral Program
Credit9 is proud to be an Equal Opportunity Employer. Credit9 does not discriminate based on race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law.
Note To Agencies: Credit 9 maintains an internal recruiting department to handle staffing needs. While the company occasionally collaborates with temporary staffing agencies, placement services, and professional recruiters ("Agency"), it is crucial for Agencies not to contact Credit 9 employees directly for candidate presentations. Our policy dictates that internal recruiting teams or authorized personnel present all candidates to hiring managers.
Please refrain from sending unsolicited resumes directly to Credit 9, whether via mailing address, fax machine, email, or directly to our employees. Such submissions, even through Agencies, will be considered as the property of Credit 9. The company will not entertain fees for placements resulting from unsolicited resumes. Any candidate submitted by an Agency through an unsolicited resume will be considered a referral, free of charges or fees. Thank you for your understanding and cooperation.
$20-22 hourly Auto-Apply 13d ago
Consumer Loan Servicing Specialist II
Cathay General Bancorp 4.4
Loan 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 27d ago
Associate Mortgage Specialist
Goodleap 4.6
Loan specialist job in Irvine, CA
About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
This position is the first step into becoming a licensed loan officer in a direct-to-consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor. Essential Job Duties & Responsibilities:
Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting.
Troubleshoot loan files. Become an expert in loan programs and qualifications.
Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers.
Attend daily training in preparation for your promotion into sales or take NMLS test.
Required Skills, Knowledge & Abilities:
1-2 years top sales experience in a professional environment OR college degree
Ability to learn quickly
High energy
Detail-oriented
Excellent communication skills
Collaborative personality
Ability to work in fast-paced, high-volume environment
High School Diploma or GED required
Compensation: $24.04/hr + potential bonus opportunities
Additional Information Regarding Job Duties and s:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
$44k-52k yearly est. Auto-Apply 60d+ ago
Loan Disbursement Specialist
California Bank & Trust 4.4
Loan specialist job in Irvine, CA
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah.
The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department.
The Disbursement Specialist will:
* Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget.
* Prepare payoff quotes, credit bids, default letters and loan modifications.
* Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested.
* Administer participation loans, coordinate with participating/lead bank(s).
* Order, input, and review inspection reports.
* Updates and maintains various reports and ticklers for loan maintenance.
* Assists with and may serve as liaison with lenders, loan administration, and outside vendors.
* Monitor and may process interest rate changes.
* Review loans for past due status, insurance coverage, tickler exceptions, etc.
* Ensure loan administration is consistent with loan documents, bank and department policies and procedures.
* Other duties as assigned.
Requirements:
* Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience.
* Basic knowledge of lending disbursement processes, procedures and loan documentation.
* Basic knowledge of standard construction budget and loan servicing practices and techniques.
* Must have good audit, problem solving, data entry and customer service skills.
* Ability to review and process data per loan documentation.
* Good time management and organizational skills.
* Must be accurate, detail oriented and able to multi-task.
* Good communication skills, both verbal and written.
* Basic knowledge of computer software programs such as word, excel, etc.
* Requires High School Degree or Equivalent
* A combination of education and experience may meet job requirements.
Location:
This position is 5 days in-office and can be filled at our downtown office in any of the following locations:
* Phoenix, AZ
* Irvine, CA
* Houston, TX
* Salt Lake City, UT
Pay range (depending on location and experience): $19-32/hr
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental 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
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
How much does a loan specialist earn in Burbank, CA?
The average loan specialist in Burbank, CA earns between $20,000 and $76,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.