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  • Loan Disbursement Specialist

    California Bank & Trust 4.4company rating

    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.
    $19-32 hourly 2d ago
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  • Loan Servicing Specialist

    Center Street Lending

    Loan specialist job in Irvine, CA

    Center Street Lending is one of the largest lenders for residential transition (fix/flip) and ground up loans for residential investors. Since its founding in 2010, Center Street has originated over $6.5 billion of fix/flip, ground-up, bridge and multi-family loans across 40 states. Center Street Lending provides expert guidance, fast approvals, speedy funding, and personalized in-house service that helps it retain one of the highest customer satisfaction ratings in the industry with 4.8/5.0 google stars. We provide tailored financial solutions designed to meet the unique needs of real estate developers and residential investors. Center Street Lending is proud to be a registered “Great Place to Work”, listed on the 2025 #Inc 5000 list of fastest growing companies and featured in Scotsman Guide's Top Lenders publication since 2023. Website: *************************** Duties & Responsibilities This position will be responsible for the administrative duties of existing loans, including processing payments, generating, and posting payoffs Monitoring loan maturity dates and reaching out to customers as necessary A loan servicing specialist may also be responsible for initiating any necessary procedures for delinquent accounts. setting up or maintaining databases with loan records Perform a variety of clerical tasks (including data entry and updating loan files Prepare payoff statements and send to the customer Ensure all applicable loan documentation is uploaded to image repository system Handle loans that are complex in nature ensuring all documentation is complied with Answer questions pertaining to all areas of loan servicing including payment research, loan maturity, payoff amounts, cross collateralization agreements, etc. This position is responsible for maintaining and updating critical loan data within the servicing system Respond to phone calls/emails regarding questions on loan payment/transfer letters Maintain high levels of customer service at all times Qualifications: Knowledgeable in Mortgage Terms- Promissory note, Deed Of trust, Appraisal - Preferred Proficient in Word, Excel, and all Microsoft products Customer oriented, able to contact customers and provide excellent follow-up and excellent customer service Background in banking, mortgage, financial services & customer services - Required Highly organized, and comfortable using database systems and common office software programs Education: H.S. Diploma required - additional education preferred Compensation: Hourly $24.04-$28.85 + Bonus is 10% of annual pay - paid out quarterly Onsite -Irvine, CA - M-F - 8AM - 5PM Benefits: Paid time off Health insurance Dental insurance Vision 401k plan Company Events Great Team Culture!
    $47k-145k yearly est. 1d ago
  • Loan Specialist- Los Angeles, CA

    Banktalent HQ

    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 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
  • Entry Level Finance Sales to Loan Officer Career

    Your Favorite Lenders

    Loan specialist job in Anaheim, CA

    This role is for driven competitive sales professionals who want a real career in finance not a disposable sales job. At Your Favorite Lenders we do not throw you on the phones and hope you figure it out. We built a structured training and promotion system to turn motivated people into licensed producing loan officers. You will start as a Loan Officer Trainee LOT with paid training learning the mortgage business from first call to funded loan alongside experienced producers. Why This Is a Smart Career Move Right Now Real estate prices remain high nationwide and millions of buyers and investors are waiting on the sidelines. As interest rates begin to come down demand does not return gradually it comes back in waves. When rates drop More buyers qualify More refinances return More investors reenter the market Volume increases faster than staffing can keep up The mortgage industry is already preparing for this shift. The professionals who enter now get trained before the rush and are positioned to benefit when demand accelerates. Getting licensed early matters. Those who wait compete later. Those who enter now build experience leverage and long term income while others are still watching. What You Will Do LOT Call and qualify inbound and outbound mortgage leads Run structured discovery conversations and intake forms Learn how loans are structured priced and approved Review documentation and understand borrower profiles Work directly with senior loan officers on live files Why Work at Your Favorite Lenders Clear career path from Loan Officer Trainee to Junior Loan Officer to Loan Officer Paid training and licensing support we invest in you High lead flow once licensed no cold start grind Hands on mentorship from active producing loan officers Broad product exposure including purchase refinance and investor loans Performance based advancement execution gets rewarded Built by operators who actually produce not corporate managers Clear Promotion Path Loan Officer Trainee first 60 days focused on paid training and mortgage fundamentals Junior Loan Officer next 60 days focused on NMLS licensing loan structuring and live deal exposure Loan Officer run your own pipeline with uncapped commission No mortgage experience required Work ethic and coachability required
    $37k-56k yearly est. 2d ago
  • 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
  • Sr. Commercial Loan Servicing Specialist

    Cathay Bank-Headquarters 4.4company rating

    Loan specialist job in Rosemead, CA

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY 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. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay 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 Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $28.9-36.1 hourly 3d ago
  • Mortgage Loan Officer

    Loanplex Mortgage Inc.

    Loan specialist job in Bellflower, CA

    🚀 Loan Officer Opportunity - Join Loanplex Mortgage (Bellflower, CA) Loanplex Mortgage is growing, and we're looking for a high-performing Loan Officer to take on incoming leads and help us serve a diverse range of clients with excellence. If you're a motivated, accountable, and self-driven professional who thrives on generating business through referrals, consistent follow-up, and relationship-building, we want to meet you. What We're Looking For: ✔️ 3+ years of loan origination experience ✔️ Comfortable working with complex client scenarios ✔️ Strong communication skills - Bilingual (English/Spanish) preferred ✔️ NMLS & CA DRE licenses required ✔️ In-office position (not remote) at our Bellflower headquarters ✔️ A true self-starter who knows how to turn leads into closings ✔️ Someone who loves helping families, investors, and self-employed clients navigate financing with clarity and confidence What You'll Do: Receive qualified leads from our marketing and referral network Build and maintain strong client relationships Strategize financing options for a wide variety of borrowers Follow up consistently from first contact to closing Represent Loanplex Mortgage with professionalism and integrity Who We Are: Loanplex Mortgage is a client-focused mortgage brokerage with a reputation for service, transparency, and results. With over 40 years of combined experience behind our brand, we're committed to helping clients reach their homeownership and investment goals-and we're ready to bring on the right Loan Officer to grow with us. If you're ready to join a strong team, work in a professional environment, and grow your business with real support and real leads, we'd love to connect. Let's fund dreams forward. 🏡💼 Send your resume and a brief introduction to ************************* Or Call ************
    $37k-57k yearly est. 1d ago
  • Mortgage Servicing Specialist

    Royal Business Bank 4.1company rating

    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 3.9company rating

    Loan 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 4d ago
  • Senior Consumer Loan Service Delivery Representative

    Schools Financial 4.2company rating

    Loan specialist job in Tustin, CA

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Senior Consumer Loan Service Delivery Representative The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $26.62 - $38.60 Scheduled Weekly Hours: 40 What You'll Be Doing Provides World Class Member service to Members via the phone or email. Provides detailed information and promotes credit union products and services to build relationships. Handles most complex situations in the consumer loan area. Serves as a lead to assist department Supervisors and Assistant Managers in achieving Consumer Loan Originations objectives. Serves as a subject matter expert focused on creating a great Member experience acting as trusted advisors for Consumer Loan Originations contact center teammembers and leadership, supporting the credit union with knowledge and guidance. Assist with onboarding new teammembers as they complete classroom training by assisting in the learning lab where teammembers are trained after returning from classroom training. * Serving the Membership over the telephone by answering and processing expert level Member transaction requests and providing product and service information, while supporting various consumer lending call queues. * Accurately present information and perform tasks associated with originating (applications), processing and funding of various consumer loan products offered by the Credit Union including requesting and gathering relevant documents from Members (registration, income, purchase orders, etc.), entering data to complete transaction and conveying approximate processing times. * Prepare loans for funding, ensuring all documents and funding terms are correct and forms (if applicable) are properly signed. * Has an expert knowledge of consumer lending products and services including all DMV transactions and ancillary insurance products to effectively refer Members to the appropriate area. Identify needs and make recommendations for Members requests. Makes exceptions within limits independently based on expertise and convey specific recommendations when decision is outside authority limits. * Possesses an expert level understanding of consumer lending servicing, identifying needs, researching escalated situations, making consultative recommendations, and processing Member requests. * Communicate all consumer loan decisions (approvals and denials) to Members, advise them of all requirements necessary for loan approvals. Take an active advisor role with denials to understand when a loan should be reconsidered for an approval and advocate with support. Provide expert financial advice to the Member based on the denial codes/comments in an effort to help the Member garner an approval in the future. * Handles expert level escalations (i.e. loan denial questions; intricate product questions, etc.) where Members are asking to escalate their situation to a higher level of authority. This includes working the escalation and/or advanced queues taking escalations from Members and teammembers. Works with minimal supervision, using advanced problem solving skills and sound judgment when advocating for Member. Will assist taking calls on the Supervisor/Assistant Manager escalation queue. * Assists Consumer Loan Originations with training of new teammembers and cross training of existing teammembers in area of specialty. Keeps up to date with policy/procedure updates and helps train team on higher lending skills (discussing/understanding loan decisions, escalated situations, how to be an advisor versus a product expert, etc.). May collaborate with Leaning & Development regarding training recommendations and other departments (operations, servicing, etc.) as service collaborators. * Serves as a lead in the department to teammembers by providing one on one feedback from observations/call monitoring, coaching, mentoring, efficiency/adherence, training on policies and procedures, new/enhanced services, relays observational feedback to Management along with suggestions on service improvements and actions they recommend to deliver a higher level of service. * Maintain professional and technical knowledge by completing ilearn activities; attending educational workshops, when available; reviewing professional publications; establishing personal networks; benchmarking world-class practices. Additional Job Functions * Performs other duties as assigned * Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications * High School Diploma or GED required 5-7 years previous experience in a service/lending environment required Knowledge, Skills, and Abilities * Demonstrated expert level proficiency with Consumer Loan systems and tools * Require deep knowledge and understanding of teammember workflows * Highly proficient communication and interpersonal skills * Proficient in relevant computer applications * Provides suggestions for streamlining department and credit union operations * Displays courtesy and sensitivity * Effective verbal and written communication skills * Complies with legal and regulatory guidelines * Alerts management to questionable practices * Asks questions to clarify and verify information * Summarizes transaction clearly and concisely * Uses correct terminology * Consistent demonstration of Leadership skills * Practices empowered decision making SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.
    $26.6-38.6 hourly Auto-Apply 5d 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 Disbursement Specialist

    National Bank of Arizona 4.4company rating

    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.
    $19-32 hourly 6d 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. 30d ago
  • Consumer Direct Home Loan Specialist

    Churchill Mortgage Corporation 3.2company rating

    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. 11d ago
  • Loan Disbursement Specialist

    Zions Bancorporation 4.5company rating

    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.
    $19-32 hourly 6d 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 50d ago
  • Business Loan Specialist

    Coalition for Responsible Community Development 3.9company rating

    Loan specialist job in Los Angeles, CA

    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 3d ago
  • Junior Loan Officer

    Summit Home Lending 4.5company rating

    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. 4d ago
  • Loan Officer

    JBA International 4.1company rating

    Loan specialist job in Irvine, CA

    Responsibilities Essential Job Functions: Organization: Develops and implements strategies, satisfying customer needs through a full array of products and services. Coordination: Uses judgment and discretion to ensure uninterrupted flow of business. Communication: Communicates well verbally and in writing with co-workers and customers acting as liaison between customer and Company's internal departments to ensure cohesive business flow. Equipment: Uses such office equipment as computer terminals, copiers, and FAX machines. Physical: Sits and stands for extended time periods. Hearing and vision within normal ranges. Must devote substantially more than 50 percent of working hours outside of any Company office, home office, and any other fixed site, meeting with customers and potential customers seeking residential mortgage financing. Responsibilities: Verifies, compiles, and inputs application information for mortgage loans. Discuss and advise the client of their home loan options. Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage applied for, including but not limited to borrower assets, liabilities, and length of employment. Informs supervisor of discrepancies in title or survey. Performs other related duties as assigned. Current, valid NMLS license or appointment in good standing. Qualifications Must have applicable state licensing. Two to five years' experience are preferred. Must also meet one of the following 3 options: Actively funding more than 2 loans/month, or Xinnix Training completion for Loan Origination required, or Origination mentor assigned to new Loan Officer by branch who funds more than 2 loans/month (see PRMG Loan Officer Mentor Agreement). Skills: Ability to make sound judgments on the resolution of service, credit decision, funding, and post-close issues. Ability to problem-solve and exercise independent judgment while displaying a high degree of initiative. Ability to handle detailed assignments and maintain confidentiality. Excellent communication and interpersonal skills. Organizational skills necessary to prioritize workload and delegate responsibility. Travel: May be required.
    $35k-52k yearly est. 60d+ ago
  • Real Estate Loan Processor (In Office)

    F&A Federal Credit Union

    Loan specialist job in Monterey Park, CA

    Job Description At F&A Federal Credit Union, we are creating exceptional financial opportunities for our members and their families, today, and for generations to come. We proudly serve employees of the LA County Fire Department, Agricultural Commission / Weights & Measures, and local municipal employees and their families. Our mission is to help our members reach their financial goals at every life stage by providing access to the highest value products, superior service, and trusted advice. To really stand out in a constantly changing world, each of us at F&A is values-driven and we share in the responsibility for creating a great workplace. As part of the F&A team, you will enjoy these outstanding benefits: Medical, Dental, Vision, and Life Insurance - 100% of employee premiums are paid by F&A Subsidized medical premiums for dependents Employee Loan Discount Program - even better rates on your home and car loan 401k with employer match up to 3.5% Profit sharing - up to 6% of annual salary is contributed each full calendar year worked Paid time off accrual starting at 4 weeks per year Up to 13 paid holidays Flexible spending accounts for health and dependent care Voluntary plans - additional life insurance available for employee and family Educational assistance program Employee assistance program Essential Job Responsibilities The Real Estate Loan Processor is responsible for gathering, reviewing, and packaging documents for real estate mortgage loans that conform to secondary market guidelines. Performs credit qualifications by utilizing secondary market standards and credit union policies and procedures. Assumes responsibility for Real Estate Departments' regular duties required by business needs. Updates and confirms loan origination system is current relative to loan status, conversation and any communications or documentation received. Review files for accuracy and timelines. Verifies acceptable homeowner and flood insurance coverages. Reviews all incoming mail including, but not limited to, borrower documentation, appraisals, preliminary title reports, homeowner association documentation, mortgage insurance coverage, if applicable, and insurance certificates. Verifies regulatory and/or compliance loan disclosures have been sent to borrowers within the required 3 days of receipt of application. Orders title, escrow, appraisal, verification of employment, and flood certificates. Prepares Revised Loan Estimate (LE) and Change In Circumstances (CIC), if necessary and Closing Disclosure (CD). Completes appraisal checklist to ensure accuracy, once appraisal has been received. Ensure file is complete and ready for documents to be prepared by loan funders. Other duties as assigned. Qualifications High school diploma or general education degree (GED) Three years related experience and/or training in loan processing Has experience with different types of mortgage loans, escrow, and ARM requirements Ability to be bonded and to retain bond ability Knowledge in real estate loan processing procedures and requirements Knowledge of lending principles and procedures and requirements Knowledge of credit union principles and procedures and member service philosophy Knowledge of Real Estate Settlement Procedures Act (RESPA), Truth in Lending Act (TILA), TRID, and HMDA Intermediate knowledge of Microsoft Office (Word, Excel, PowerPoint, SharePoint, and Outlook Excellent communication and interpersonal skills Exceptional organizational and time management skills Ability to work with others in a courteous, friendly, and professional manner Ability to make decisions with integrity and maintain confidentiality Ability to work independently with minimal supervision Ability to learn proprietary computer software such as Keystone, DocMagic, QuestSoft, and MeridianLink Mortgage Ability to work on a computer for 6-8 hours per day F&A Federal Credit Union is an equal employment opportunity employer. We will consider qualified applicants with criminal histories for employment in a matter consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) ordinance. Hourly rate: $25.35 - $31.69 per hour. Submitting your resume serves as only an inquiry for employment. If your skills and experience are a good match for the role, you will be asked to complete an official application for employment prior to meeting with us for an interview.
    $25.4-31.7 hourly 13d ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Garden Grove, CA?

The average loan specialist in Garden Grove, CA earns between $20,000 and $76,000 annually. This compares to the national average loan specialist range of $26,000 to $68,000.

Average loan specialist salary in Garden Grove, CA

$39,000

What are the biggest employers of Loan Specialists in Garden Grove, CA?

The biggest employers of Loan Specialists in Garden Grove, CA are:
  1. JMAC Lending
  2. CarringtonRES
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