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Loan specialist jobs in Oxnard, CA

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  • Loan Servicing Specialist

    Ultimate Staffing 3.6company rating

    Loan specialist job in Los Angeles, CA

    EHR Data Entry Specialist Duration: through April 2026 Salary: $34/hr - $38/hr Job Description: This position is responsible for performing various Loan Servicing Department tasks to provide an excellent level of customer service and to meet all service level commitments of the Bank. Facilitates the daily completion of data and item processing functions related to loan boarding and servicing. * Review loan boarding documents and accurately inputs borrower information, loan terms, and all other pertinent information into a variety of loan systems. * Create and maintain a tickler system for each loan ensuring proper tracking and follow up on items such as collateral insurance, recorded documents, covenants, financial reporting requirements and UCC filings. * Monitor reporting of property tax delinquencies and provide relevant information to the Portfolio Managers * Receive and process loan payments and advances. * Process loan maintenance changes by updating the loan system file. * Initiate outgoing wire transfers and process incoming wire transfers. * Process construction draws and the construction interest reserve. * Process loan payoffs, reconveyances and participation payments. * Perform daily call back of new loan information and processed payments to ensure accuracy. * Review reports and certifications (variance, exceptions, etc.) and make necessary corrections; research and resolve problems. * Monitor and balance assigned general ledger and clearing accounts; research out of balance conditions; input appropriate changes in loan system. * Print billing notices, statements, past due notices and send to borrowers. Required Knowledges and Skills * A Minimum of 3 years' experience in a loan processing environment of a financial institution. * General knowledge of a variety of loan processing systems. * Good knowledge of a variety of loan structures and document formats. * General knowledge of bank and loan compliance and legal documentation. * Commercial lending preferred but not required. * Fiserv Precision experience is preferred. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
    $34 hourly 21h ago
  • Mortgage Loan Closer

    Solomonedwards 4.5company rating

    Loan specialist job in Moorpark, CA

    SolomonEdwards is looking for a Mortgage Closer for one of its mortgage clients to play a vital role in the final stages of the mortgage lending process. You will ensure a smooth and efficient closing experience for all parties involved. We are also offering a 750$ sign on bonus for candidates that are on assignment for 90 days! The main responsibilities of this position are: Review and analyze loan data, ensuring accuracy and completeness Prepare and assemble closing documents, including the final closing disclosure and settlement statements Communicate effectively with borrowers, loan officers, processors, title companies, and other parties involved in the transaction Coordinate closing logistics, scheduling signings and ensuring all necessary documentation is Ensure compliance with all federal, state, and investor loan closing regulations Maintain accurate closing schedules and deadlines The ideal candidate will possess: 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 What does this role offer when you are converted to a permanent employee: The chance to work for an Established Nationwide Industry Leader and Dedicated Mortgage Lender that is publicly traded and has a track record of performance. Comprehensive benefits including Medical, Dental, Vision, EAP, Tuition Reimbursement, and Vitality Health & Wellness Discounts. Opportunity to earn a performance incentive each quarter up to $2,900. This can be as much as $3 to $4 more an hour above your base salary. Fun and supportive company culture and perks including associate driven engagement teams, snack carts, gym access (site specific), subsidized onsite meals, casual dress code, and accessible leaders Career Growth within the company with learning development and structure upward mobility paths. Business Resource Groups to support career growth and networking for several affinity groups including we EMRG (Women), HOLA (Hispanic), SERVE (Military), PRIDE (LGBTQ+), BOLD (Black/African American), Asian American & Pacific Islander Mission and Vision We are a superior consulting firm focused on helping clients achieve their dreams and address complex situations with inspired people, deep expertise, and innovative technologies. We are a perpetual career and opportunity enterprise, focused on building long-term benefits for our people and communities. We create collaborative and supportive relationships with our people, clients and communities. Our success enables us to invest time and resources to bettering the communities in which we live to help those communities thrive. Inclusion and Diversity Statement We value the contribution and wisdom of the team. At SolomonEdwardsGroup, we've built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners and our extended stakeholder family are empowered to share their experiences, ideas, perspectives; to be their whole selves. Benefits offered - Health insurance, sick leave, 401(k) Salary range $28/hr W2. The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position. Benefits offered - Health insurance, sick leave, 401(k) SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status. SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: *********************************************** Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: *********************************************************
    $28 hourly 1d ago
  • Bridge Loan Officer

    Endeavor Agency

    Loan specialist job in Los Angeles, CA

    Endeavor (************ CRE.com) is a commercial real estate and PropTech talent agency providing high-touch recruitment services throughout major US cities. Endeavor has partnered with a well-capitalized, growing commercial real estate debt fund based in Orange County, CA. The firm is looking to hire an experienced commercial real estate lending professional with bridge loan experience to lead originations in the Los Angeles market. The Opportunity As the Bridge Loan Officer leading the Los Angeles region, you will be responsible for driving growth, building relationships, and ensuring strong deal execution. Core responsibilities include: Originate and close new loan opportunities, with a focus on bridge loans, across the Los Angeles market. Develop and maintain relationships with real estate investors, brokers, and agents. Build a strong pipeline of high-quality loan prospects. Structure competitive loan solutions aligned with client needs and company goals. Partner with underwriting, processing, and closing teams to deliver smooth, timely fundings. Compensation: Competitive Base Salary plus uncapped commission potential. What You'll Bring Professional experience and the skills required for the position include: Bachelor's degree in real estate, finance, business, accounting, or related field. 3-5+ years in commercial lending/banking/financial services with a track record of exceeding goals. Active NMLS registration. Mastery of commercial loan structures, underwriting, and risk. Fluent in financial statements and credit analysis. Elite communicator and negotiator; relationship builder across clients and internal teams. CRM discipline and strong Excel proficiency.
    $37k-57k yearly est. 3d ago
  • RE Branch Loan Consultant

    Schools Financial 4.2company rating

    Loan specialist job in Santa Clarita, CA

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. RE Branch Loan Consultant Scheduled Weekly Hours: 40 What You'll Be Doing This position is a base plus commission role. The base pay is $23.08 per hour. The Real Estate Branch Loan Consultant (BLC) will provide high-level support within Real Estate channels, including branches, and facilitate home-buying workshops. BLCs will assist and oversee critical origination frontline procedures, ensuring the delivery of world-class personal service to our Members. The BLC's role is pivotal in guiding Members through the home-buying journey and maintaining exceptional service standards. * Member Service Excellence: Deliver world-class personal service by assisting Members with Real Estate loan products and services in a caring, friendly, courteous, and professional manner. * Acting as Trusted Advisor: Demonstrate willingness to serve and advocate for the Member. Provide tailored financial solutions to Members, addressing their needs and concerns regarding credit union products and services and gaining agreement. Counsel and pre-qualify Members for mortgage loans and home equity loan requests. * Financial Assessment: Analyze Members' financial information, including income, assets, investments, and debts, to evaluate their credit profile while acting as a trusted advisor. Utilize software to determine the Member's borrowing capacity and repayment ability and submit loan applications through the real estate origination system. * Product Recommendation: Makes informed loan product recommendations to Members by understanding various rate/point scenarios and all aspects of mortgage loan origination, including underwriting guidelines, compliance, and documentation requirements. * Pre-Approvals and Lead Follow-up: Conduct regular follow-ups (as determined) with Members on leads/purchase pre-approvals, until the Member has decided to either commit to financing or not to proceed with SchoolsFirst FCU for their loan. * Production: Consistently meet or exceed production targets set by management, ensuring efficiency and quality at all tasks. * Pipeline Management: Manage a mortgage loan and equity pipeline, maintaining consistent documentation and communication with Members until they decide to proceed or not with obtaining a home loan. Manages a Home Equity pipeline when assisting with tandem loans or overflow volume. * Documentation Management: Collect necessary documentation from Members and provide the loan disclosure package. Collaborate with loan processors and underwriters to ensure all required supporting documentation is obtained while fostering effective communication and teamwork. * Disclosure Management: Ensures all necessary disclosures are sent to Members in compliance with regulations, fully informing them of the loan process and timelines. * Rate Lock Initiation: Guide Members through pricing options and rate lock policy and initiate rate lock requests as needed. * Honesty and Integrity: Uphold the highest professional standards by acting with integrity and making the right decisions, even when not under direct supervision. Foster a culture of trust by earning the confidence of both members and fellow team members through reliable and ethical behavior. * Compliance Adherence: Ensure compliance with all requirements of the Real Estate Department's Standard Operating Procedures (SOP). Annual review and certification. Responsible for monitoring and staying compliant, including (TIL) RESPA and Reg-B regulations. * Assist Management: Help management achieve department goals, including supporting the call center. Provide technical guidance and serve as a resource for new branch loan consultants. Engage in job shadowing to offer practical insights. * Regular Meetings: Meet with management regularly to stay aligned and informed on Credit union vision and initiatives. 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 1-3 years of previous related experience required Mortgage and equity loan origination experience in a real estate call center environment required Register with the Nationwide Mortgage Licensing System and Registry as a mortgage loan originator in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the "SAFE Act") required Knowledge, Skills, and Abilities * Knowledgeable in loan origination guidelines as published by FNMA and FHLMC. * Concentrates on Member. * Actively listens without interrupting to build rapport with Members. * Ask clarifying questions to verify information and enhance understanding. * Paraphrases information to ensure accurate comprehension. * Identifies and prioritizes essential information effectively. * Enters data accurately within expected timelines. * Maintains a high level of accuracy in all documentation. * Summarizes conversations clearly and concisely to reinforce understanding and trust. * Proficiency in English and Spanish language skills are preferred to serve our diverse Member base better. 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.
    $23.1 hourly Auto-Apply 19d ago
  • Home Loan Specialist III

    Pennymac 4.7company rating

    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 Loan Specialist III is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will: Perform complex data and document validation Handle more complex calls, emails or chat sessions Complete appraisal eligibility tasks Evaluate loan applications for compliance with product guidelines Interact with multiple departments to expedite processing and/or issue resolution 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 3+ years of relevant 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 $45,000 - $66,000 Work Model OFFICE
    $45k-66k yearly Auto-Apply 15d ago
  • Consumer Loan Specialist - Chatsworth

    Premier America Credit Union 3.3company rating

    Loan specialist job in Los Angeles, CA

    Job Title: Consumer Loan Specialist At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! What You Will Do: Responsible for the end-to-end processing of various Consumer Loan products, including direct and indirect vehicle loans, personal loans, credit cards, lines of credit, and share/certificate secured loans. Ensures timely and accurate funding by reviewing loan documents and underwriter stipulations in alignment with department SLAs. Process and fund consumer loans, including direct/indirect auto, personal, and secured loans. Review and validate required documentation and stipulations provided by underwriters. Coordinate with stakeholders such as dealerships and third-party partners (e.g., iLending) to obtain missing or additional information. Perform clerical and administrative duties such as file maintenance, discrepancy resolution, and loan report validation. Manage daily ACH postings and make necessary loan corrections based on report reviews. Reconcile and maintain department General Ledgers (GLs), track reporting data to ensure accuracy. Conduct quality control reviews for funded indirect loans and other completed reports. Monitor and process GAP refund check requests and maintain related tracking logs. Act as a backup processor for all Consumer Lending functions as needed. Provide support to Retail, Contact Center, and Loan Contact Center teams with loan inquiries and research. Assist in onboarding and training new hires and support branch/frontline team members. Collaborate with internal departments such as Accounting, Risk, Member Operations, and Consumer Lending for issue resolution and process improvements Requirements What We Are Looking For: One (3) to three (5) years of Consumer or Commercial Loan Processing experience or equivalent. High School graduate or equivalent. Thorough knowledge of Credit Union products, services, and policies. Basic Accounting, Microsoft Office, Word, Excel. â ¢ Knowledge of Consumer loan documents, DMV documents and Loan Origination system. Strong analytical, critical thinking and problem-solving skills including ability to research questions, analyze data, compile results, recommend solutions and effectively communicate information to a variety of levels. Strong attention to detail and organizational skills. Ability to successfully work independently and in a team environment. Excellent communication skills. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $ 23-29/hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
    $23-29 hourly 60d+ ago
  • Loan Specialist

    Teksystems 4.4company rating

    Loan specialist job in Moorpark, CA

    Responsibilities: The Home Loan Specialist is an entry-level role supporting various channels. As a key contributor, you will help facilitate efficient and effective processes that support business and customer service objectives. Key Responsibilities: Perform routine data entry and validation tasks Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.) Review and validate loan documents, including credit reports, tax documents, and loan applications Act as the first team to receive and structure loan files, ensuring completeness and accuracy Communicate effectively with internal teams and external partners Handle routine calls, emails, and/or chat responses Monitor work queues and intervene as needed Perform other related duties as required and assigned Demonstrate behaviors aligned with the organization's culture and values Top 3 Skill Sets: Loan Structuring & Document Review - Ability to understand and organize loan files, review credit, tax, and income documentation, and ensure compliance with lending guidelines. Team Collaboration & Communication - Strong interpersonal and communication skills to work effectively across departments and with third-party vendors. System Proficiency & Financial Acumen - Comfortable using loan origination systems (e.g., Encompass), with a foundational understanding of finance; a finance degree is a plus. Qualifications: Associate's degree or equivalent work experience (Finance degree preferred) Proficiency in Microsoft Office and loan origination systems (e.g., Encompass) Financial services and mortgage industry experience preferred General understanding of applicable Federal, State, and Local regulations Strong attention to detail and organizational skills Additional Skills & Qualifications Good communication Attentions to details Experience Level Entry Level Job Type & Location This is a Contract to Hire position based out of Moorpark, CA. Pay and Benefits The pay range for this position is $23.00 - $23.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Moorpark,CA. Application Deadline This position is anticipated to close on Dec 23, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
    $23-23 hourly 4d ago
  • Officer, Senior Loan Administrator

    Banc of California 4.6company rating

    Loan specialist job in Los Angeles, CA

    BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN THE OPPORTUNITY The Officer, Senior Loan Administrator is responsible for independent decision-making, the review and analysis of loan transactions, and the timely processing of loan transactions from application through funding and closing of the loan. In addition, this function provides support to all loan parties and is responsible to perform all essential duties related to the collection and review of due diligence and closing and funding. Performs all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU'LL MAKE A DIFFERENCE Conduct thorough review of the loan file/loan package to ensure it includes all relevant documentation required for the transaction. Independently analyze transaction types and determine necessary due diligence items and legal documents required to ensure accurate closings and compliance with bank and regulatory requirements and procedures. Officer, Senior Loan Administrator collaborates closely and effectively manages expectations with client, Relationship Managers, and others on the loan team to ensure timely closing of loans Handle complex loans, including those involving outside legal documentation and correspondence, as well as, transactions involving Syndications/Participations and Specialized Lending. Perform the pre-funding validation of the internal “SOX control” related to loan origination funding. Solely responsible for identifying any open items timely and work with appropriate parties to collect the necessary items Manage and update open items list as received and reviewed. Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely manner. Order flood certification and complete requirements according to company and regulatory requirements including but not limited to sending and receiving the flood notice from the Borrower if the loan is in a flood zone. Completing the flood calculator to ensure appropriate flood insurance is in place. Possesses expertise in reviewing evidence of insurance to confirm coverage is in compliance with bank and regulatory requirements. May Perform final review of the flood calculator, flood determinations and flood insurance requirements for accuracy, ensuring accordance with NFIP guidelines and bank policy. Order preliminary/proforma title reports, exceptions, and plotted easements and survey if applicable to identify any potential issues, discuss with the Title Officer and Underwriter as to the best course of action; Request revisions directly with the title company, if any. Order 3rd party collateral reports such as appraisal, environmental, transaction screen assessment reports as needed. Review for potential issues and order additional reports as dictated by findings/conclusions. Open escrow and title as needed, coordinate to schedule closings and ensure escrow settlement is accurate prior to funding and closing on the loan. Independently review and validate entity structure and organizational documents to verify management/control. In addition to receipt of all required entity documents, Officer, Senior Loan Administrator is responsible for obtaining additional documentation to support the review of entity documents such as the Certificate of Good Standing, Statement of Information, trust certification for applicable parties. Prepare lenders instruction letter without oversight when escrow is involved. Independently complete the loan closing and funding package, preparing the balancing sheet, wire(s) and final checklist to evidence the final pre-funding review requirements before funding and submitting the loan package for boarding. Assist in the perfection of collateral including but not limited to filing of UCC1 and ordering of Tax Service Contracts. Perform all post-closing follow up including receipt of title policy/endorsement, recorded DOT and any other collateral or trailing documentation without oversight. Ensure appropriate bank-controlled accounts are opened by the Business Unit and applicable holds are on the account(s). Respond to inquiries from customers, relationship managers and/or interdepartmental personnel concerning status of loan closing. Works closely with outside counsel to keep closing checklist up to date, participates on calls related to the loan closing and regular follow-up with client to make sure closing checklist items are received timely. Monitor loan pipeline and track progress by updating nCino Loan Admin Workflow report as needed. Track good faith deposits and/or rate lock expiration dates and have RM's request extensions as necessary. Request payoff demands from existing lender. Process withdrawn/declined transactions including preparation of balancing spreadsheet for refunds, prepare and send adverse action letter if applicable. Maintains a professional and courteous attitude and demonstrate a true concern for internal and external clients. Ensure all necessary final documents and due diligence are saved to the banks official document repository. Cross-train junior Loan Administrators. Provide backup support for the Loan Administration team as needed. Ability to work independently with minimal supervision. Possess specialized knowledge of the loan boarding function, terminology, policies and procedures and may be required to perform the due diligence requirements for commercial loan purchases. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. Performs other duties and projects as assigned. WHAT YOU'LL BRING Knowledgeable in all branch functions associated with origination, processing and closing. Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. Ability to exercise discretion and independent judgement that has moderate impact on the immediate work unit and cross functional departments. Ability to make a conclusive recommendation based on independent analysis. Proficient knowledge of title policies and related loan regulations such as RESPA, HMDA and other Bank lending policies. Intermediate knowledge of commercial insurance terminology, forms, and bank requirements. Proficient skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook. Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Effective organizational and time management skills. Exceptional oral, written and interpersonal communication skills. Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments. Ability to work with little to no supervision while performing duties. Proficient understanding of all documents required for all borrowing entities and ability to assess if the legal documents drawn cover all necessary terms and conditions appropriate for the approved credit product. Proficient in nCino and Salesforce. Current knowledge of Real Estate, Construction, Commercial & Industrial (C&I), Entertainment, Specialty Lending, Asset Based Lending, and Syndicated Lending loans. Minimum of four(4) to six(6) years of commercial loan administration and financial services experience including: loan documentation preparation, loan closing and funding. Preferred Familiar with IBS (or similar) loan system preferred. Bachelor's degree AND/OR Experience HOW WE'LL SUPPORT YOU Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The full-time base salary range for this position is $70,000.00 - $105,000.00 USD a year. The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
    $70k-105k yearly 22d ago
  • Consumer Loan Specialist

    Mariner Finance 4.1company rating

    Loan specialist job in Los Angeles, CA

    LI-Onsite #R72
    $28k-50k yearly est. 24d ago
  • Loan Servicing Specialist

    Kforce 4.8company rating

    Loan specialist job in Los Angeles, CA

    Kforce has a client that is seeking a Loan Servicing Specialist in Los Angeles, CA. In this role, you will facilitate the daily completion of data and item processing functions related to loan boarding and servicing. Essential Job Functions: * Review loan boarding documents and accurately input borrower information, loan terms, and all other pertinent information into a variety of loan systems * Create and maintain a tickler system for each loan ensuring proper tracking and follow up on items such as collateral insurance, recorded documents, covenants, financial reporting requirements and UCC filings * Monitor reporting of property tax delinquencies and provide relevant information to the Portfolio Managers * Receive and process loan payments and advances * Process loan maintenance changes by updating the loan system file * Process construction draws and the construction interest reserve * Process loan payoffs, reconveyances and participation payments * Perform daily call back of new loan information and processed payments to ensure accuracy * Review reports and certifications (variance, exceptions, etc.) and make necessary corrections; Research and resolve problems * Monitor and balance assigned general ledger and clearing accounts; Research out of balance conditions; Input appropriate changes in loan system * Print billing notices, statements, past due notices and send to borrowers * Respond to Company's inquiries concerning their loan customers as it relates to lost payments, incorrect payment postings, payoff figures, bill discrepancies, etc. * Immediately report any suspicious IT activities to IT Security and/or CIO; Bring any other suspicious activities to the attention of a supervisor * Follow all Company policies and procedures to ensure compliance with all laws and regulations* A High School diploma/GED is required; Two years of college and an Associate degree is preferred * A Minimum of 3 years of experience in a loan processing environment of a financial institution * General knowledge of a variety of loan processing systems * Good knowledge of a variety of loan structures and document formats * General knowledge of bank and loan compliance and legal documentation * Understand and adhere to regulatory guidelines including, but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function * Strong client service skills * Strong interpersonal, verbal and written communication skills required to effectively interact with clients and all levels of Company staff * Excellent organizational and time management skills * Proficient with MS Office (Word, Excel, Outlook) * Ability to understand basic math calculations * Fiserv Precision experience is preferred * Residential Loan experience accepted * Parking Reimbursement: Up to $280/month
    $33k-68k yearly est. 25d ago
  • Analyst, CRE Loan Originations

    Situsamc

    Loan specialist job in Los Angeles, CA

    SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! About Hanover Street Capital Established in 2012, Hanover Street Capital, LLC (“Hanover”) is fully dedicated to supporting the end-to-end functions of Deutsche Bank's substantial commercial and multifamily real estate financing business in the United States. These functions include loan origination, underwriting, due diligence and closing; securitization transaction management and capital markets structuring; loan servicing and administration; and portfolio and asset management. Our guiding principles describe the work environment we endeavor to achieve. We're better because of our differences and the unique perspective each team member contributes. We put our client's objectives above our own, championing their success at every turn. We stay nimble: things change - we are open and ready to adapt. And we take ownership of our results, celebrating successes while learning from failures. Hanover invests in its team members and enables them to gain exposure to various aspects of commercial real estate finance - an important, yet complex, product in the global financial markets. You will be viewed as an important resource to support experienced principals and deal managers. Hanover is a wholly owned subsidiary of SitusAMC. Hanover is looking for an Analyst-level candidate to support Deutsche Bank's Commercial Real Estate (CRE) team in Los Angeles to originate loans for its conduit/large-loan commercial mortgage-backed securities (CMBS) business, as well as for the bank's balance sheet. The loans range across office, retail, hotel, multifamily and industrial property types. Specific responsibilities include: Participating in all aspects of loan origination Coordinating transactions within tight timeframes, involving several groups within Deutsche Bank, borrowers, and third-party advisors Liaising with the group's credit risk management, securitization transaction management team and syndicate desk teams to determine capital markets execution strategies Modeling asset level cash flows using ARGUS Enterprise and Excel Performing market, property and sponsor due diligence (KYC) Writing internal investment summaries and credit memos Qualifications sought: Demonstrable interest in real estate Bachelor's degree and at least one year, including internships, of work experience in the relevant field, or graduate degree with relevant experience Strong quantitative and analytical skills Advanced proficiency in Excel , Word , PowerPoint , and Argus . Prior Excel financial modelling experience required Relevant experience includes, but is not limited to: debt financing transactions in commercial real estate, corporate finance, or private equity commercial real estate asset valuation due diligence and transaction execution building and maintaining financial models researching, preparing, and updating industry/company presentations deriving financing capacities, scenario analyses, collateral data analyses Highly developed organizational and project/time-management skills Excellent communication, presentation, and business writing skills under pressure A strong commitment to integrity, professionalism, and Hanover's guiding principles A demonstrable ability to work effectively with team members in diverse groups and regions Solid work ethic, motivation level, and strong attention to detail Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $100,000.00 - $110,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal
    $100k-110k yearly Auto-Apply 59d ago
  • CRA Loan Specialist

    Fifth Third Bank, N.A 4.6company rating

    Loan specialist job in Los Angeles, CA

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Conduct and coordinate homebuyer-training seminars for CRA potential applicants. + Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. + Follow defined protocol for escalation of exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipeline for all originated loans through closing and complete required management reports. + Communicate with applicants and/or referral sources by providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. + Attend and participate in all Consumer Lending meetings as required by management. + This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Los Angeles, California 90067 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $97k-117k yearly est. 5d 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 4d ago
  • Loan Officer - Auto Finance

    Hankey Group External

    Loan specialist job in Agoura Hills, CA

    Westlake Financial is the largest privately held auto finance company in the Nation. We are committed to growing and strengthening our organization by hiring the people that make Westlake World (our culture) what it is. Through hiring the best fitting applicant and supporting our people in further developing their skills, we transition our Applicants into Westlake Warriors (our people). With 30% YOY growth and assets of 2.26 Billion, we are always looking to acquire talented individuals as we expand our presence in the Auto Finance Industry. Westlake Financial believes in PEOPLE with the PURPOSE and PASSION to assist our more than 22,000 dealer partners throughout North America. Why Join Westlake Financial? Westlake Financial is a leader in the auto finance industry, providing innovative and flexible lending solutions to our clients. We value our employees and offer opportunities for growth, a dynamic work environment, and a commitment to diversity and inclusion. If you're passionate about helping people achieve their financial goals and enjoy working in a collaborative, high-energy environment, we'd love to have you join our team. Job Summary Westlake Financial Services is seeking a dedicated and results-driven Loan Officer to join our Auto Finance team. As a Loan Officer, you will play a critical role in our lending process, working closely with car dealerships and clients to assess and approve auto loans. You will be responsible for evaluating loan applications, making informed lending decisions, and providing exceptional customer service to help clients achieve their vehicle financing needs. Key Responsibilities Loan Origination: Review and process auto loan applications, ensuring they meet company and regulatory requirements. Application Analysis: Analyze applicants' financial backgrounds, credit histories, and other relevant information to assess risk and determine loan eligibility. Decision Making: Make loan approval or rejection decisions based on financial data, risk analysis, and company guidelines. Relationship Management: Build and maintain strong relationships with car dealerships, providing guidance on Westlake Financial Services' loan products and criteria. Compliance and Documentation: Ensure all loan files comply with state and federal lending regulations, complete all necessary documentation, and update loan records accurately. Customer Support: Provide excellent customer service to clients by addressing inquiries, assisting with loan requirements, and offering financial guidance. Sales Collaboration: Work closely with the sales team to maximize loan opportunities, support marketing initiatives, and promote our products to new and existing clients. Reporting: Regularly report on loan performance, application volume, and approval/decline rates to provide insights and support business objectives. Requirements Experience: 2-4 years of experience in loan origination or underwriting, preferably in auto finance or consumer lending. Education: Bachelor's degree in finance, business, or a related field (preferred) or equivalent experience. Skills: Strong analytical skills with the ability to assess financial data and make sound lending decisions. Excellent communication skills, both verbal and written, to effectively interact with dealerships, clients, and internal teams. High level of attention to detail, ensuring accuracy in documentation and compliance with regulatory standards. Proficiency in financial software, loan origination systems, and Microsoft Office Suite (Excel, Word, Outlook). Knowledge: In-depth knowledge of auto finance lending practices, credit analysis, and risk assessment. Familiarity with state and federal regulations governing consumer lending. Understanding of credit scoring models and loan approval criteria. Attributes: Strong customer service orientation with a commitment to client satisfaction. Ability to work independently, meet deadlines, and manage multiple tasks in a fast-paced environment. Results-oriented with a proactive approach to identifying opportunities for loan growth and process improvements. Preferred Qualifications Experience working with car dealerships and a network of automotive industry contacts. Knowledge of Westlake Financial Services' products and processes. COMPENSATION PLAN Annual Total Comp $110,000.00 = Total max comp with monthly bonuses Annual Base $47,985.60 = $23.07/hr The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire and will be dependent on a wide range of factors, including but not limited to geographic location, skill set, experience, education, credentials, and licensure when applicable The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire and will be dependent on a wide range of factors, including but not limited to geographic location, skill set, experience, education, credentials, and licensure when applicable. FULL TIME BENEFITS Medical, Dental, and Vision benefits Life Insurance and Long-term disability plans Flexible Spending Account 401K matching Employee Stock Ownership Program in a $18.2 Billion Company, plus company matching Wellness Programs Metro Tap Card and Metro-link Reimbursement (for Los Angeles, CA employees only) Career Path Opportunities Discounts on Parks, Museums, Movie Tickets, and Attractions Annual Flu Shot Paid Vacations Days Paid Sick days Paid holidays HGym (available in our Los Angeles, CA & Dallas,TX office) Rental Car Discounts, Dell Member Purchase Program UKG Wallet CONTACT US ****************************************** ACKNOWLEDGMENTS We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. We are an equal opportunity employer and do not unlawfully discriminate in employment. No question on this application is used for the purpose of limiting or excluding any applicant from consideration for employment on a basis prohibited by local, state, or federal law. Equal access to employment, services, and programs is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the organization.
    $48k-110k yearly 60d+ ago
  • Senior Loan Documentation Specialist

    American Business Bank 4.1company rating

    Loan specialist job in Los Angeles, CA

    Performs a variety of duties related to the preparation of loan documents for all real estate and commercial requests including but not limited to commercial property, SFR, construction, interim SBA 504, commercial loans and unsecured consumer loans using Laser Pro documentation program. Interacts directly with the relationship managers, title company, escrow, insurance agencies, outside legal counsel, customers and other Bank personnel to resolve any real estate or commercial loan issues that may arise and obtains information and/or requests any necessary items to prepare loan documentation. Performs duties related to the scanning of loan documents, monitoring and clearing ticklers. Prepares scanning sheets and audits the completion of all scanning requests. Location: Los Angeles, California Hourly Wage: $33.65 - $40.87 Hybrid Eligibility: Yes
    $33.7-40.9 hourly 22d ago
  • Captial Markets Loan Syndications Agency Services Analyst -El Segundo, CA

    California Bank & Trust 4.4company rating

    Loan specialist job in El Segundo, CA

    Zions Bancorporation Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets. Zions Capital Markets Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively. Our approach is simple - help clients we know connect and tell their story to investors we know well. Zions Capital Markets brings "bulge bracket" solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County. We are currently looking for a Loan Syndications Agency Services Analyst to join our team in El Segundo, CA. Essential Functions: * Works directly with Loan Syndications Group, lending teams, participant banks and clients on the company's agented transactions. * Assists with Pre-Closing, Closing, and Post-Closing Support on Agented transactions and funds amounts as needed. * Functions as a liaison for day-to-day operations of the Agency Services Group to ensure timeliness and quality in all aspects of Agency Services Group. * Walks clients through how the process works and functions as the intermediator between the clients and syndications. * Handles transactions, renews contracts and processes through system, get pricing from credit agreements and system. * Continuously works with the Loan Syndications Group to evaluate the Agency Services Group tasks and functions to provide customer service to internal bank partners, external bank partners and clients. * Resolves problems and issues with team members to accomplish established objectives. * Other duties as assigned. Qualifications: * Requires a bachelor's degree in finance, business or a related field and 4+ yrs. of loan processing, loan operations and credit analysis or other directly related experience. A combination of education and experience may meet requirements. * Working knowledge of lending operations, processing, documentation, loan processes and procedures, laws and regulations. * Solid analysis and problem resolution skills. * Ability to maintain working relationships with clients, participant banks, internal lenders, LSG team members and management. * Good leadership skills and ability to focus on goals and operational efficiency. * Solid organizational, project management, follow-up and communication skills, both verbal and written. * Uses judgement and creativity within policies and practices. * Ability to view and solve problems from a customer's perspective. * Ability to manage and prioritize multiple projects and track details. * Must be detailed oriented. * Ability to meet deadlines. * Ability to lead or train lower-level staff. * Knowledge of various software applications including word processing and spreadsheets. Benefits: * Medical, Dental, and Vision Insurance * Employer-paid Life Insurance * 401(k) plan + generous company matching * Competitive compensation commensurate with work experience (some roles include incentives, mileage + travel time pay, and/or parking waivers. * Paid Time Off (Vacation, Federal Holidays, Sick) * Tuition Reimbursement for qualifying employees * Promotional opportunities offered from within This position is eligible to earn a base salary in the range of $77,700 - $85,000 annually depending on job-related factors such as level of experience.
    $77.7k-85k yearly 25d ago
  • Mortgage Loan Funder

    Hanmi Bank 4.1company rating

    Loan specialist job in Los Angeles, CA

    The Mortgage Loan Funder is responsible for the review and analysis of approved credit memorandum for commercial equipment lease department obligations, interpretation of terms, conditions, covenants and restrictions on approval, administration of documents, closing and funding of assigned contracts. Conduct preliminary review and analysis of approved loan structure and verification of the documents submitted by -origination source and determine their compliance with Bank's requirements. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Draws loan documents and engage escrow/title for closing coordination 2. Reviews all loan documents for correct signatures, notary information, title reports, escrow instructions, etc. and to maintain compliance with federal, state (wet and dry) and agency guidelines 3. Ensures underwriters have signed off on the file prior to doc and/or prior to fund 4. Provides information to necessary parties to resolve any outstanding issues prior to loan closings 5. Balances Closing Disclosure with closing agents 6. Verifies all fees are disclosed correctly and meets compliance guidelines 7. Deals proactively and professionally with all parties involved in the loan closing to avoid and/or resolve problems at closing 8. Gathers all necessary documents for closing from other parties: hazard insurance information, subordination agreements, payoffs, taxes, etc. in a timely fashion 9. Sign-offs all funding conditions prior to funding 10. Completes pre-closing checklist to ensure compliance with all regulatory and investor guidelines 11. Prepares funding figure and complete signatures necessary according to the authority matrix 12. Sets up wire for closing agent/title with funding department 13. Reviews and funds mortgage loan file in a timely fashion 14. Maintains data integrity of system data fields 15. Reviews Post Closing Disclosure 16. Assumes responsibility for various department functions in the absence of staff members or in overload situations. 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • High school diploma and at least two (2) years of related experience and/or training; or an equivalent combination of education and work related experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Work related experience should consist of a loan processing/funding background. • Knowledge of TRID guidelines along with title commitments, hazard, and flood insurance policies. • Knowledge of funding guidelines and procedures for wet and dry states. • Ability to prioritize work and meet funding deadlines. • Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. • Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate). • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $44,000 - $63,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 31, 2026.
    $44k-63k yearly Auto-Apply 52d ago
  • Loan Processor

    Arixa Capital

    Loan specialist job in Los Angeles, CA

    Job Description Arixa Capital is a respected private credit investment manager managing a loan portfolio in excess of $2Billion. Our strategy is to lend on single family and multifamily projects across the United States providing our investors a compelling fixed income return. We leverage our substantial balance sheet, world class institutional partners and a full-service lending platform to provide exceptional service to our real estate investor and developer clients. We are vertically integrated, ensuring that loans fund quickly and the customer experience is unparalleled as we handle all loan functions through our proprietary technology infrastructure backed by an experienced operations team. Arixa Capital has been named to the Inc. 5000 fastest growing companies in the U.S in each of the past 3 years. Position Overview Arixa is seeking a motivated and detail-oriented Loan Processor. As a Loan Processor, you will play a critical role in the heart of our Private Lending Business. You'll be responsible for processing Bridge and Construction loans from application through closing to ensure a smooth process, including receiving Letter of Intent (LOI) and obtaining all documentation required for underwriting, approval, and closing. You'll work directly with Client Relation Managers and Underwriters to process requests 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. Primary Duties & Responsibilities Provide support to Client Relations and Underwriting teams by ensuring timely and accurate processing, documentation and closing of new loans and modifications Maintain an active loan pipeline to ensure key dates and timelines are met, track LOI's received and all corresponding documentation necessary to process loan from initial set-up through closing Review and reconcile all documentation to ensure accuracy of data in Salesforce Order, review, and track all third-party reports such as flood determination, Funding Shield and property insurance. Ensure property insurance meets Arixa's requirements Order payoff demands and any other items required to clear title exceptions Open Escrow and Title, order indemnity package on construction loans. Work closely with Escrow and Title to coordinate closings and clear any hurdles that could delay funding Follow up on open underwriting conditions throughout the loan process and satisfy prior to clear to closeor funding Coordinate and/or support Loan Originators, Client Relations Managers, Underwriters, and Closers on various items needed to process and close the loan Input proper loan information into Salesforce Manage deadlines and prioritize tasks in a fast-pace environment Work on special projects as needed or other duties as may be assigned Education and Experience Bachelor's Degree preferred but not required. 4 to 5 years of processing, account management, or operation fulfillment experience required, preferably in private lending. Strong organizational and multi-tasking skills with strong initiative. Knowledge of mortgage loan products, guidelines, and regulations. Possesses the ability to apply critical thinking and problem-solving skills while adapting to change quickly. Detail oriented and highly organized that works well in a fast-paced team driven environment Excellent verbal and written communication skills. Collaborative team player with strong interpersonal skills Experience working with Salesforces is a plus. 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 Compensation This Los Angeles based or Phoenix based position requires in-office work 2 days per week, to ensure close alignment among all team members. This position is exempt full time, with a pay range of $70K to $85K plus discretionary bonus potential. Benefits The employee is eligible for the following benefits: Annual discretionary bonus program Medical, dental and vision insurance 401k with Safe Harbor match Two weeks (10 days) paid vacation. 6 paid sick days 10 paid holidays One personal day #LI-Hybrid
    $70k-85k yearly 25d ago
  • Small Business Loan Officer

    Pacific Coast Regional Small Business Development 4.2company rating

    Loan specialist job in Los Angeles, CA

    We are seeking a dedicated and experienced Small Business Loan Officer to join our team at PCR Business Finance. As a Small Business Loan Officer, you will play a crucial role in evaluating, authorizing, and facilitating loan applications for small businesses throughout the Los Angeles County community. This position requires a keen understanding of financial products, excellent communication skills, and a commitment to supporting community development. This position reports directly to the Senior Vice President & Chief Credit Officer. About PCR: Founded in 1977, PCR Business Finance (PCR) is a private, non-profit, Community Development Financial Institution (CDFI), as certified by the U.S. Treasury and a Financial Development Corporation (FDC), which administers the State of California's Small Business Loan Guarantee Program (SBLGP). The primary mission of PCR Business Finance is the promotion of community economic development, through the delivery of financial, educational and advisory services to underserved small business persons and communities. Responsibilities: Customer Interaction: Act as a liaison between clients and PCR Business Finance, providing guidance and information on loan products, terms, and conditions. Loan Evaluation: Review and assess loan applications to determine eligibility and adherence to lending policies. Application Processing: Manage the loan application process from start to finish, ensuring timely and accurate completion. Risk Assessment: Conduct thorough preliminary financial analysis and risk assessments to make informed decisions regarding loan application recommendations. Compliance: Ensure compliance with regulatory requirements and internal policies throughout the loan origination process. Customer Education: Educate clients on available loan options, terms, and repayment to help them make informed decisions. Relationship Building: Develop and maintain strong relationships with clients, community partners, and stakeholders to enhance the institution's reputation and reach. Qualifications: Bachelor's degree in finance, business, or a related field or a minimum of 5 years of experience as a Loan Officer at comparable non-profit organization or conventional Bank. Proven experience as a Loan Officer or similar role in the financial industry. Knowledge of community development financial institutions (CDFIs) and their mission is a plus. Familiarity with various types of loans and lending products. Strong analytical and decision-making skills. Excellent communication and interpersonal abilities. Attention to detail and accuracy in financial analysis. Ability to work independently and as part of a collaborative team. Understanding of regulatory and compliance requirements in the financial sector. Requirements: Knowledge of local economic conditions and community development opportunities. Proficient in financial software and Microsoft Office Suite. Ability to handle sensitive and confidential information with integrity. Skills: Financial analysis and risk assessment. Customer service and relationship management. Strong organizational and time-management skills. Communication and negotiation skills. Adaptability and problem-solving. Salary: $33.50 - $41.00 per hour, depending upon experience. If you meet the qualifications and are passionate about contributing to community development through financial support, we encourage you to apply for this rewarding position. Join us in making a positive impact on the financial well-being of individuals and businesses within our community
    $33.5-41 hourly 60d+ ago
  • Loan Processor

    Insight Global

    Loan specialist job in Moorpark, CA

    Insight Global is looking to hire a Loan Processor in Moorpark, Cali. This position is onsite Monday - Friday from 8am-5pm PST. In this role, you will be responsible for reviewing pay stubs and income statements. You will be working with FHA, VA, and conventional loans. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements Encompass Experience Knowledgeable/up to speed on the guidelines 2 years of mortgage processing experience Ability to review income documents, and analyze bank statements, W2s, and paystubs Proficient with Google Office Suite
    $38k-55k yearly est. 9d ago

Learn more about loan specialist jobs

How much does a loan specialist earn in Oxnard, CA?

The average loan specialist in Oxnard, 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 Oxnard, CA

$39,000
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