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Loan specialist jobs in Redlands, CA

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  • Loan Servicing Specialist

    Center Street Lending

    Loan specialist job in Irvine, CA

    Center Street Lending is one of the largest lenders for residential transition (fix/flip) and ground up loans for residential investors. Since its founding in 2010, Center Street has originated over $6.5 billion of fix/flip, ground-up, bridge and multi-family loans across 40 states. Center Street Lending provides expert guidance, fast approvals, speedy funding, and personalized in-house service that helps it retain one of the highest customer satisfaction ratings in the industry with 4.8/5.0 google stars. We provide tailored financial solutions designed to meet the unique needs of real estate developers and residential investors. Center Street Lending is proud to be a registered “Great Place to Work”, listed on the 2025 #Inc 5000 list of fastest growing companies and featured in Scotsman Guide's Top Lenders publication since 2023. Website: *************************** Duties & Responsibilities This position will be responsible for the administrative duties of existing loans, including processing payments, generating, and posting payoffs Monitoring loan maturity dates and reaching out to customers as necessary A loan servicing specialist may also be responsible for initiating any necessary procedures for delinquent accounts. setting up or maintaining databases with loan records Perform a variety of clerical tasks (including data entry and updating loan files Prepare payoff statements and send to the customer Ensure all applicable loan documentation is uploaded to image repository system Handle loans that are complex in nature ensuring all documentation is complied with Answer questions pertaining to all areas of loan servicing including payment research, loan maturity, payoff amounts, cross collateralization agreements, etc. This position is responsible for maintaining and updating critical loan data within the servicing system Respond to phone calls/emails regarding questions on loan payment/transfer letters Maintain high levels of customer service at all times Qualifications: Knowledgeable in Mortgage Terms- Promissory note, Deed Of trust, Appraisal - Preferred Proficient in Word, Excel, and all Microsoft products Customer oriented, able to contact customers and provide excellent follow-up and excellent customer service Background in banking, mortgage, financial services & customer services - Required Highly organized, and comfortable using database systems and common office software programs Education: H.S. Diploma required - additional education preferred Compensation: Hourly $24.04-$28.85 + Bonus is 10% of annual pay - paid out quarterly Onsite -Irvine, CA - M-F - 8AM - 5PM Benefits: Paid time off Health insurance Dental insurance Vision 401k plan Company Events Great Team Culture!
    $47k-145k yearly est. 3d ago
  • Open Order Representative. Default Services -Loan Modification

    Servicelink 4.7company rating

    Loan specialist job in Irvine, CA

    Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as an Open Order Representative. The ideal candidate will enjoy working with clients, both internal and external; be detail oriented; and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. This is an in-office position located in Irvine, CA. A DAY IN THE LIFE In this role, you will… · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. WHO YOU ARE You possess … · A penchant for excellence. You will use your strong attention to detail to maintain our quality standards. · The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients. · Excellent verbal and written communication skills. · The ability to react to change. Responsibilities · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. · All other duties as assigned Qualifications · High School diploma or equivalent required. · 1 -2 years' experience working in an office environment. · 1-2 years' recording experience is preferred. · Familiarity with the Loan Modification Process is a plus. · Proven customer service skills. · Must be able to use and have basic computer skills and be proficient in the Microsoft software products. · Must be able to multi-task. · Must be capable of meeting daily production goals with a high level of accuracy. · Critical reasoning and thinking skills required.
    $56k-92k yearly est. Auto-Apply 60d+ ago
  • Commercial Loan Servicing Specialist (Commercial Real Estate)

    Tiaa Bank

    Loan specialist job in Irvine, CA

    Commercial Loan Servicing Specialist This position ensures efficient and accurate servicing of Commercial Real Estate loans. Minimizes risk by handling items timely and in accordance with bank, investor, and regulatory guidelines. Servicing activities include but are not limited to: addressing customer inquiries and resolving loan servicing requests, post-closing follow up, maintaining loan system data, processing cash receipts and disbursements, supporting internal and external audits, and participating in department and system projects. Additional responsibilities include: Key Responsibilities and Duties Drive the external and internal customer experience, build strong relationships through the efficient and professional handling of loan servicing requests and solicit customer feedback. Use independent discretion and take ownership in problem resolution of customer service issues, working closely with closers, portfolio managers, and other internal teams as necessary. Perform system onboarding tasks for the real estate portfolio of loans. Complete comprehensive audits of newly booked and modified loans to ensure accurate documentation and loan system data integrity. Ensure all trailing documents are obtained and retained in a timely manner. Perform cash related activities that may include application of loan payments and principal pay downs, suspense research and resolution, general ledger balancing and ACH maintenance. Process disbursements for tax and insurance maintenance Provide support to other unit positions including assisting with loan modifications and construction monitoring disbursements. Perform loan servicing duties that may include final title policy review, UCC continuations, escrow monitoring and maintenance, insurance policy review, and insurance claim processing. Calculate prepayment premiums and prepare pay-off quotes in accordance with loan documentation. Participate in the timely and accurate completion of internal and external audits. Participate in customer focused projects to streamline processes and support business initiatives. Encouraged to take a leadership role in projects as assigned. Comply with all applicable policies and procedures to ensure consistent and efficient servicing and proactively suggest procedural changes. Minimum Qualifications 3+ years of commercial loan servicing experience Preferred Qualifications 5 years of commercial loan servicing experience Knowledge of commercial real estate loan servicing processes, loan documentation, and regulatory compliance strongly preferred Experience and familiarity with commercial loan documentation Effective time management skills, able to prioritize and multi-task Self-motivated while being a constructive and dependable team player Excellent customer service skills; ability to interpret customer requirements Strong verbal and written communication skills General loan accounting skills Strong analytical and problem-solving skills Attention to detail, flexible and adaptable Working knowledge of Microsoft Office Products, including Excel Educational Requirements Vocational and/or Technical Education Preferred Role Specific Work Experience 3+ Years Required; 5+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 4IC Posting End Date: 12/15/25
    $47k-145k yearly est. 1d ago
  • Loan Disbursement Specialist

    California Bank & Trust 4.4company rating

    Loan specialist job in Irvine, CA

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $19-32 hourly 6d ago
  • Commercial Loan Servicing Specialist (Commercial Real Estate)

    U.S. Department of Defense 4.4company rating

    Loan specialist job in Irvine, CA

    Commercial Loan Servicing Spec The Commercial Loan Servicing Specialist works to support an array of banking commercial products. Under limited supervision, this job works on projects and prospects associated with commercial operations by supporting data input processes, quality control, client statement preparations and error identification. This job elevates reporting issues to senior professionals and consistently works to maintain the accuracy of the company's commercial loan management system. Key Responsibilities and Duties Organizes processing of commercial banking products such as loans, letters of credit and banking guarantees. Reviews data inputs from loan applications and related documentation into a commercial loan management system. Works to ensure quality, accuracy and completeness of data entered into the management system. Coordinates drafting of statements for clients, along with conducting reconciliation and investigation efforts when needed. Provides information on existing loans to clients as requested. Implements best practices for resolving out-of-balance transactions to ensure accuracy of the company's commercial loan management system. Identifies erroneous transactions and reports issues to professionals for issue resolution. Provides assistance and training to junior level employees to ensure high quality delivery of services and products. Minimum Qualifications 3 years of commercial loan servicing experience Preferred Qualifications 5 years of commercial loan servicing experience Knowledge of commercial real estate loan servicing processes, loan documentation, and regulatory compliance strongly preferred Experience and familiarity with commercial loan documentation Effective time management skills, able to prioritize and multi-task Self-motivated while being a constructive and dependable team player Excellent customer service skills; ability to interpret customer requirements Strong verbal and written communication skills General loan accounting skills Strong analytical and problem solving skills Attention to detail, flexible and adaptable Working knowledge of Microsoft Office Products, including Excel Educational Requirements Vocational and/or Technical Education Preferred Work Experience 3+ Years Required; 5+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 4IC
    $40k-92k yearly est. 1d ago
  • Commercial Loan Servicing Specialist (Commercial Real Estate)

    Everbank

    Loan specialist job in Irvine, CA

    **Commercial Loan Servicing Specialist** This position ensures efficient and accurate servicing of Commercial Real Estate loans. Minimizes risk by handling items timely and in accordance with bank, investor, and regulatory guidelines. Servicing activities include but are not limited to: addressing customer inquiries and resolving loan servicing requests, post-closing follow up, maintaining loan system data, processing cash receipts and disbursements, supporting internal and external audits, and participating in department and system projects. Additional responsibilities include: **Key Responsibilities and Duties** + Drive the external and internal customer experience, build strong relationships through the efficient and professional handling of loan servicing requests and solicit customer feedback. + Use independent discretion and take ownership in problem resolution of customer service issues, working closely with closers, portfolio managers, and other internal teams as necessary. + Perform system onboarding tasks for the real estate portfolio of loans. + Complete comprehensive audits of newly booked and modified loans to ensure accurate documentation and loan system data integrity. + Ensure all trailing documents are obtained and retained in a timely manner. + Perform cash related activities that may include application of loan payments and principal pay downs, suspense research and resolution, general ledger balancing and ACH maintenance. + Process disbursements for tax and insurance maintenance + Provide support to other unit positions including assisting with loan modifications and construction monitoring disbursements. + Perform loan servicing duties that may include final title policy review, UCC continuations, escrow monitoring and maintenance, insurance policy review, and insurance claim processing. Calculate prepayment premiums and prepare pay-off quotes in accordance with loan documentation. + Participate in the timely and accurate completion of internal and external audits. + Participate in customer focused projects to streamline processes and support business initiatives. Encouraged to take a leadership role in projects as assigned. + Comply with all applicable policies and procedures to ensure consistent and efficient servicing and proactively suggest procedural changes. **Minimum Qualifications** + 3+ years of commercial loan servicing experience **Preferred Qualifications** + 5 years of commercial loan servicing experience + Knowledge of commercial real estate loan servicing processes, loan documentation, and regulatory compliance strongly preferred + Experience and familiarity with commercial loan documentation + Effective time management skills, able to prioritize and multi-task + Self-motivated while being a constructive and dependable team player + Excellent customer service skills; ability to interpret customer requirements + Strong verbal and written communication skills + General loan accounting skills + Strong analytical and problem-solving skills + Attention to detail, flexible and adaptable + Working knowledge of Microsoft Office Products, including Excel **Educational Requirements** + Vocational and/or Technical Education Preferred **Role Specific Work Experience** + 3+ Years Required; 5+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 4IC **Posting End Date: 12/15/25** **Additional Job Details:** This role is primarily responsible for handling post-closing activities and ensuring accurate completion of all related processes. **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $25 - $34 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
    $25-34 hourly 45d ago
  • Loan Servicing Specialist

    Kawasaki Motors Corp., U.S.A 4.1company rating

    Loan specialist job in Irvine, CA

    We're seeking a motivated and customer-centric Loan Servicing Specialist to join our growing team at KMFR. In this pivotal role, you'll play a key part in delivering exceptional customer experience by managing accounts throughout the entire loan life cycle. You'll engage with customers through both inbound and outbound channels, handling a wide range of inquiries and account issues. These may include routine payment questions, early- and late-stage delinquencies, insurance claims, title questions, field chase assignments, and repossession coordination. All of this takes place in a fast-paced, call center-style environment that values empathy and professionalism, and quick problem-solving. Every interaction is an opportunity to build trust and loyalty through active listening, clear communication, and thoughtful solutions. We're looking for someone who thrives in a startup culture, is adaptable, goal-driven, and passionate about delivering exceptional customer care while achieving individual and team performance goals. This position will report to the Collections Manager. Key Responsibilities: * Account Management & Customer Engagement: Manage powersports installment loan accounts from funding through payoff, delivering high quality service at every stage of the customer's journey. Communicate with customers via phone, email, SMS, and other approved channels to address payment inquiries, account updates, and other requests with efficiency and care. Proactively resolve early- and late-stage delinquencies by negotiating payment arrangements and offering hardship solutions, always with empathy and understanding. Monitor accounts to identify and address issues early, with the goal of reducing losses and preserving strong customer relationships. * Maintain a Brand-Forward Approach: Represent the company with integrity and professionalism in every interaction, ensuring a customer-centric experience that upholds our brand values and long-term relationships. * Advanced Account Servicing & Research: Review account details including loan terms, payment histories, and contract obligations to assist customers in understanding their balance and next steps. Identify, handle and escalate specialized account concerns such as insurance claims, bankruptcy notices, SCRA, suspected fraud, and title questions. Ensure all accounts are accurately flagged and handled according to regulatory requirements and company policies. * Collections, Recovery & Repossession Coordination: Assign delinquent accounts for field chases or repossession, coordinating with vendors to recover powersports collateral when necessary. Send timely, compliant post-repossession notices. Utilize skip tracing tools to locate customers or the collateral and maintain consistent follow-up on recovery activities. Collaborate with repossession agents and internal recovery teams to ensure a smooth, professional process that reflects the company's brand values. * Customer Advocacy & Issue Resolution: Respond to customer concerns and complaints with professionalism, working toward swift, effective resolutions while maintaining a positive rapport. * Documentation & Compliance: Document all customer interactions, payment arrangements, escalations, and account actions thoroughly and accurately in the Loan Management System (LMS). Maintain compliance with all relevant federal and state regulations, including FDCPA, Regulation F, FCRA, SCRA, TCPA, and other applicable laws, while strictly adhering to internal policies and procedures. Ensure that all servicing activities meet legal and ethical standards, particularly in critical tasks like repossessions, bankruptcies, SCRA, cease & desist and insurance claims. * Collaboration & Continuous Improvement: Work closely with other internal departments. Contribute to team success by participating in special projects, process enhancements, other duties as assigned, and brainstorming sessions aimed at improving customer experience and operational efficiency. Embrace the pace and flexibility of a startup environment, continuously seeking ways to evolve with the business and better serve our customers. Qualifications: * Associate's degree in Finance, Business, or other related field preferred: equivalent work experience will be considered. * A minimum of 4 years of hands-on experience in full-cycle loan servicing, including early- and late-stage collections, account recovery, repossession coordination, and cradle-to-grave account management within the auto, powersports, or consumer finance industry. * Excellent verbal and written communication skills, with a strong focus on empathy, emotional intelligence, and active listening. Ability to de-escalate tense conversations while maintaining professionalism and customer trust. * Strong negotiation, interpersonal and detail-oriented skills. * Proven ability to negotiate payment arrangements with tact, respect and a solution-oriented mindset, even in sensitive or emotionally charged situations. * Highly organized and detail-oriented, with a commitment to accurate documentation and adherence to company procedures, legal requirements, and regulatory standards. * Comfortable using Loan Servicing Systems and CRM tools; proficiency in Microsoft Office applications (Excel, Word, Outlook). Experience in dialer platforms and digital communication tools is a plus. * Strong knowledge of relevant federal and state debt collection laws and guidelines including, FDCPA, Rosenthal Act, Regulation F, FCRA, TCPA, GLBA, EFTA, SCRA, UDAAP, Bankruptcy Code Sections 362 & 524. * Fosters a positive, inclusive, and collaborative team environment rooted in trust, respect, and open communication. Consistently demonstrates professionalism and integrity in all interactions while contributing to a workplace culture that values teamwork, accountability, and shared success. Encourages solution-oriented dialogue, transparency, and alignment with company values to support a healthy, high-performing team dynamic. * Ability to work on-site at our Foothill Ranch, CA office. Profile Differentiators: * Extensive end-to-end loan servicing experience across the auto, powersports, and consumer finance sectors, with a proven track record in early- and late-stage collections, account recovery, repossession coordination, and full account lifecycle management. * Skilled in leveraging technology including skip tracing platforms, Loan Management Systems (LMS), CRM tools, SMS platforms, and auto-dialers. Demonstrates agility in learning and adopting new systems to drive efficiency and customer engagement. * Deep understanding of federal and state regulations, including FDCPA, TCPA, SCRA, UDAAP, repossession laws, and bankruptcy procedures. Maintains a strong commitment to compliance, ethical standards, and risk mitigation in all servicing and recovery activities. * Detail-oriented in account analysis, capable of identifying red flags, complex servicing issues, and special circumstances such as suspected fraud, lien perfection issues, insurance claim, impounds and customer disputes. Ensure accurate and timely documentation in all account records. * Combines assertive recovery strategies with empathetic communication, maintaining a respectful, brand-aligned approach even in high-stress or sensitive financial conversations. Focused on building trust and long-term customer relationships. * Thrives in fast-paced, performance-driven environments, especially within startup or growth-stage companies. Brings flexibility, initiative, and a solutions-focused mindset to a dynamic team culture. Salary: * Salary range: $28-$32 per hour based on experience and qualifications.
    $28-32 hourly 31d ago
  • Loan Service Specialist

    First Foundation Bank 4.6company rating

    Loan specialist job in Irvine, CA

    Job Description reports on-site. Summary: This position is responsible for a variety of job functions relating to the servicing of Residential, Multifamily, Commercial Real Estate, and Business Commercial Loans. Perform routine loan servicing duties in support of the department, i.e., respond to customer loan inquiries, process loan payments and payoffs, and board loans. Effectively communicate with related business units, including Branch offices, Private Bankers, and Private Banker Assistants. Assist with all aspects of loan servicing. Duties and Responsibilities: Understand and comply with requirements of all laws and regulations applicable to the position Answer telephone calls regarding routine loan inquiries Update daily indices on the loan core system Complete all loan advance requests by working closely with Private Bankers to ensure the accuracy of the request Audit Rate adjustments and ARM notices as they occur Update the loan core system with hazard/flood insurance information, policy renewals, and cancellations Data entry of loan information to the loan core system that includes payment processing, payment reversals, address changes, appraisal updates, and other loan file maintenance Payoff loans by working with title and escrow to facilitate the payoff Assist with processing Verification of Mortgage forms Work with title and escrow companies to assist with processing Demand statements, including amending demands as needed with updated amounts to facilitate payoffs Board new loans to the loan core system Provide highly responsive and consistent levels of customer service to the Bank's internal and external customers Assist with any departmental duties and projects as assigned Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: Irvine, CA: $52,700 - $62,800 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: High School diploma or equivalent required; higher degree preferred Minimum of 3 to 5 years of loan service experience including Freddie Mac and SBA reporting; experience in working with a variety of loan documents and the ability to review and comprehend the loan documents in preparation for loan boarding Skills: Must have a clear understanding of the mechanics and functionality of adjustable-rate loans Basic knowledge of information technology required Extensive experience working with adjustable-rate loans Excellent organizational and communication skills, written and verbal PC proficiency in MS Word, Excel, and Outlook Advanced Excel skills a plus Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand; climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, and status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
    $52.7k-62.8k yearly 2d ago
  • Loan Processor

    Boutique Recruiting

    Loan specialist job in Irvine, CA

    Job DescriptionWe are seeking an experience Loan Processor to join a thriving financial service company located in Irvine. This person will be responsible for examining applications, assessing applicant background and denying or processing the loans. The ideal candidate will have 3+ years of experience, a bachelors degree in a related field, and strong communication skills. MUST have conventional loan experience for consideration! This company offers great benefits, work/life balance and a strong base plus commission! Apply now! Responsibilities Perform initial appraisal of potential borrowers by thoroughly examining their applications Assess the credit standings of applicants through background research Interview applicants to evaluate their eligibility for loan or mortgage Conclude on all applicable financial and non-financial criteria and develop loan repayment plans Follow up with clients to clarify important points Give the “green light” to eligible candidates and report decisions with sound arguments Finalize loan contracts and keep clients informed in rules and obligations Remain up to speed regarding lending and other financial services Create and renew records Identify customer needs, explore all options and suggest different types of loans Cultivate trustworthy referral networks, suggest alternate channels and cross-sell products and services Forge trust relationships and enhance customer dedication Work within established regulations and adhere to law requirements at all times Requirements 3+ years of proven working experience in a Loan Processor role BSc degree in finance, economics, or a related field Comprehension of direct/indirect lending procedures In-depth understanding of relevant rules and regulations Excellent communication and sales skills Balance between customer satisfaction orientation and a results driven approach MUST have conventional loan experience
    $38k-54k yearly est. 16d ago
  • Associate Mortgage Specialist

    Goodleap 4.6company rating

    Loan specialist job in Irvine, CA

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. This position is the first step into becoming a licensed loan officer in a direct-to-consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor. Essential Job Duties & Responsibilities: Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting. Troubleshoot loan files. Become an expert in loan programs and qualifications. Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers. Attend daily training in preparation for your promotion into sales or take NMLS test. Required Skills, Knowledge & Abilities: 1-2 years top sales experience in a professional environment OR college degree Ability to learn quickly High energy Detail-oriented Excellent communication skills Collaborative personality Ability to work in fast-paced, high-volume environment High School Diploma or GED required Compensation: $24.04/hr + potential bonus opportunities Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $44k-52k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Processor (Equity)

    Loandepot 4.7company rating

    Loan specialist job in Irvine, CA

    at loan Depot The Senior Loan Processor is responsible for managing the customer relationship from initial commitment to funding. The role requires that all Internal policies and procedures are followed to make the transaction for the customer as smooth and efficient as possible. This will include working with customers, vendors, sales and in-house operations.Responsibilities: Collects all conditions up to loan funding after initial handoff from sales Prepares, validates, communicates, and delivers disclosures Manage a pipeline of 40-60+ loans at a given time. Acts as the primary liaison between Sales, Title, Escrow, Funding and Borrowers working at a fast yet detailed pace Reviews documentation including credit, income and title for accuracy demonstrating a high attention to detail. Communicate with customer consistently meeting companies SLA's Requirements: Minimum of 2+ years recent mortgage processing experience required, a call center environment preferred Strong knowledge of various loan products and programs, specifically FHA/VA/Conv/Seconds. Ability to adhere to established turn times, productivity, fast paced while maintaining quality metrics is required. Why work for #teamloan Depot: Competitive compensation package includes the ability to earn incentive compensation in addition to a base hourly wage. Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive. Work with other passionate, purposeful, and customer-centric people. Extensive internal growth and professional development opportunities including tuition reimbursement. Comprehensive benefits package including Medical/Dental/Vision. Wellness program to support both mental and physical health. Generous paid time off for both exempt and non-exempt positions. About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, as the nation's second largest non-bank retail mortgage lender, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.Base pay is one part of our total compensation package for Senior Account Manager III. The base hourly rate for this role is $18.50/hour plus an uncapped commission plan. Actual earnings may vary depending on individual performance. Based on historical data, the estimated total annual compensation including the base hourly rate and commissions ranges from $75,000 to $150,000.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $44k-56k yearly est. Auto-Apply 10d ago
  • Junior Loan Officer

    Federal First Lending

    Loan specialist job in Laguna Hills, CA

    Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Ready to break into the mortgage industry but not sure where to start? Federal First Lending is one of the fastest-growing equity-based mortgage companies in the nation, specializing in Home Equity Loans (HELOANs), Home Equity Lines of Credit (HELOCs), and modern equity-access solutions designed for todays market. Were actively hiring Junior Loan Officers to join our high-energy, high-support call center team. This role is the perfect entry point for someone who wants a clear, structured career path to becoming a licensed Mortgage Loan Officer. We provide the roadmap, training, mentorship, and licensing support you bring the drive, coachability, and hunger to grow. What We Provide: Elite training program with hands-on script and sales coaching One-on-one mentorship from top-producing Loan Officers Competitive base pay + uncapped bonus potential A high-energy, supportive team culture Daily access to high-intent inbound leads (no cold calling lists) What Youll Be Doing: Make and receive 100+ calls per day to connect with homeowners who requested a loan quote Provide a warm, professional introduction to Federal First Lending and our loan process Gather basic borrower information and pre-qual details Transfer 15+ qualified leads daily to our licensed Loan Officers Learn to handle objections confidently using our proven scripts, training, and coaching Maintain a positive, upbeat presence on every call Grow your skillset continuously through training, mentorship, and real call experience Who Were Looking For: Outgoing, confident communicator who enjoys talking to people Driven and competitive, with a strong desire for growth Coachable, open to feedback, and eager to learn Strong work ethic and team-player mindset Call center or phone sales experience is helpful, but not required No mortgage experience needed we will train you from the ground up Why Federal First Lending? Advanced training & script mastery coaching Supported path to earn your Mortgage Loan Officer license Fast-track promotion opportunities Uncapped earning potential Modern, in-demand products (HELOANs & HELOCs) Work directly with industry pros and learn skills that last a lifetime At Federal First Lending, we reward performance, promote from within, and invest in people who invest in themselves. If you're ready to hustle, learn, and build a long-term career in mortgage lending, this is your moment.
    $36k-48k yearly est. 26d ago
  • Loan Processor

    Crosscountry Mortgage 4.1company rating

    Loan specialist job in San Juan Capistrano, CA

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Senior Loan Processor is responsible for providing customer service by obtaining necessary documentation to underwrite the loan and ordering third party documentation by communicating directly with the customer and/or loan officer. The Senior Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: • Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the particular loan program before submitting to underwriting. • Assemble the complete loan package in proper order for underwriting. • Verify all required documentation (pre-underwrite) in the file. • Complete the required loan checklist. • Verify that an application is complete and accurate; and identify any potential issues that may arise in underwriting. • Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on those documents. • Communicate directly with the Loan Originator, customer, and underwriter to obtain initial and any missing documentation required to qualify for the loan. • Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. • Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. • Verify that vendor orders are complete, invoices received, and in the applicant's E-file. • Manage pipeline by completing and submitting reports within allotted turn-around times. • Assist set-up of loans. • Document all communication related to the loan application in the conversation log. • Train and help supervise new loan processors and other processing personnel. • Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage, LLC. investors. Qualifications and Skills: • High School Diploma or equivalent. • A minimum of 5 years' residential mortgage processing experience. • Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. • Excellent math and analytical skills. • Excellent communication skills. • Ability to prioritize and meet deadlines. • Available to work varying hours and overtime if needed. • Encompass experience. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $41k-51k yearly est. Auto-Apply 7d ago
  • Loan Processor

    Mission Loans

    Loan specialist job in Irvine, CA

    Mission Loans is seeking experienced mortgage professionals who thrive in a fast-paced environment while maintaining a focus on quality of work and delivering an exceptional customer experience. As a Loan Processor, your primary mission is to serve as the primary point of contact for borrowers, process loans from set-up to funding, and ensure quality packaging and timely progression through all critical fulfillment milestones, ultimately delivering a best-in-class customer experience. PRIMARY DUTIES & RESPONSIBILITIES: Overall responsibility for processing loans from set-up to funding, ensuring accurate packaging, timely progression through all critical fulfillment milestones, and delivering a best-in-class customer experience. Serve as the primary point of contact for the borrower throughout the loan fulfillment process, including communicating clearly, frequently, and effectively to guide them through the loan process seamlessly. Review and validate borrower information is and remains accurate in the LOS, as well as all loan documentation submitted by the borrower and third-party service providers is complete, accurate, and verified. Process loan files by (i) verifying and analyzing credit, income, assets, and collateral against AUS findings, (ii) reviewing the loan package to ensure it complies with company and/or investor guidelines, and (iii) complete and accurate packaging of the loan for submission to underwriting and closing. Partner with production, underwriting, closer-funders, and third-party service providers (i.e. title, verifications, notary) to resolve problems, qualification issues, and clear conditions throughout the fulfillment process. Timely prepare, validate, and deliver Revised Loan Estimates, Interim &/or Re-Disclosures, and Closing Disclosures following regulatory and company guidelines. Operate to meet and exceed customer expectations. Operate in a manner that promotes loan quality and compliance with lending laws. Maintain loan pipeline productivity and quality performance at or above required goals. SKILLS & ABILITIES: Subscribe to the mission of creating a truly customer and team-member-centric environment. Love to come to work every day and win. Highly motivated, self-starter with the ability to work independently under minimal supervision and as a team player. Clear, effective interpersonal skills and written and verbal communication skills. Ability to work in a fast-paced, multi-tasking environment and manage multiple deadlines. Strong problem-solving and creative thinking skills. Ability to learn and adapt to guideline changes. Strong organization, follow-through and time management skills. Excellent attention to detail with a commitment to accuracy and quality. Dependable, responsible, and able to use good judgment. QUALIFICATIONS & EXPERIENCE 5+ years of processing experience in high-volume mortgage setting. Extensive knowledge in the following loan programs/products: conventional, FHA, VA, refinance and purchase, a plus - jumbo & non-QM. Thorough understanding of agency & investor underwriting guidelines, policies and procedures. Knowledge of and responsibility for compliance with state and federal regulations applicable to loan fulfillment. Intermediate math skills; adept at calculating income from salaried and self-employed borrowers. Basic proficiency in Microsoft Office products (Excel, Word, PowerPoint, etc.). Experience with Empower is a plus. Bilingual (read, write, speak) in Spanish, a plus. Other Duties: This position profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may be asked to perform additional related duties, as assigned, in order to meet the needs of the organization. Compensation: $17.00 per hour base pay, with significant bonus potential through a points-based, tiered incentive plan. Mission Loans, LLC. is proud to be an Equal Opportunity Employer. Americor does not discriminate based on race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law. Notice to Agencies: Mission Loans, LLC. (the "Company") has an internal recruiting department. Mission Loans, LLC may supplement that internal capability from time to time with assistance from temporary staffing agencies, placement services, and professional recruiters ("Agency"). Agencies are hereby specifically directed NOT to contact Mission Loans, LLC. employees directly in an attempt to present candidates. The Company's policy is for the internal recruiting team or other authorized personnel to present ALL candidates to hiring managers. Any unsolicited resumes sent to Mission Loans, LLC. from a third party, such as an Agency, including unsolicited resumes sent to a Company mailing address, fax machine, or email address, directly to Company employees, or to the resume database, will be considered Company property. Mission Loans, LLC. will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Mission Loans, LLC. will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.
    $17 hourly Auto-Apply 48d ago
  • New Loan Audit Processor

    Partnered Staffing

    Loan specialist job in Irvine, CA

    At Kelly Services, we work with the best. Our clients include 99 of the Fortune 100TM companies, and more than 70,000 hiring managers rely on Kelly annually to access the best talent to drive their business forward. If you only make one career connection today, connect with Kelly. Job Description Description:Our clients, one of the top international banks, is currently seeking a New Loan Audit Processor for a 6+ month temporary assignment. This position is located in Irvine, CA By working for our client, you will be exposed to a large global company (listed on the NYSE), work for one of the most financially stable financial institutions within the U.S., work in a fast paced corporate environment and be an integral part to the Financial Services Team. Responsibilities: Performs system audit on newly funded consumer real estate loans- compares loan terms on the loan documents (Note, Deed) to the system of record (MSP) Performs some data entry SHIFT: 1st, Monday - Friday, 8-5PM Pay Rate: $16/hour Required education: High School Diploma/GED Top 3 Must-Haves: - 2+ Years Mortgage Lending Experience - Administrative Experience - High school diploma or equivalent Qualifications High School Diploma/GED Additional Information Why is this a great opportunity? The answer is simple…working at our client is more than a job; it's a career. The opportunities are diverse whether you are right at the start of your career or whether you are looking for new challenges this is the job for you, so be quick and apply now!
    $16 hourly 60d+ ago
  • Loss Mitigation Specialist, Team Lead

    Carrington Mortgage 4.5company rating

    Loan specialist job in Orange, CA

    Come join our amazing team and work on-site in Orange, CA and/or in Plano, TX ! The Loss Mitigation Specialist Team Lead will be responsible for assisting a team of Specialist that educate borrowers on CMS' Loss Mitigation alternatives with the objective of retaining home ownership and avoiding foreclosure, including Loan Modifications, Partial Claims, Repayment Plans, Forbearances and Reinstatements. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The approved Target Pay range for this position is $23.00 to $25.00 per hour + monthly incentive. What you'll do: Provide workflow direction, mentoring and training to junior staff in accordance with the organization's policies, procedures, and applicable laws. Review and approve repayment plans and special forbearance plans in accordance with company guidelines and delegated approval authority. Respond to escalated calls where customers, real estate agents, attorneys and authorized third parties are requesting to speak to a supervisor. Prepare reports, track account workflow, and provide results to management. Monitor performance of team and provide additional training to junior level staff as needed Function as the department Supervisor for relief assignments, in the absence of Supervisor. Communicate approval or denial of a loss mitigation workout option, and handle escalated questions regarding account information. Reviews borrowers' financial hardship documentation to determine the best work-out option, depending upon their current financial status and whether it is a short-term or long-term hardship In a denial case engage borrowers' interest and participation in a loss mitigation liquidation option and route borrower to the loss mitigation liquidation team. Provide information to borrowers' relating to Title issues that may be impeding finalization of a modification. Communicate the options available to the borrower for resolving the delinquency or imminent default, the actions the borrower must take to be considered for those options, the timing requirements for completion of actions by the borrower and the servicer, and the status of the servicer's evaluation of the borrower for those options. Notify the Intake team when it appears that an error may have occurred in Intake regarding missing or unacceptable documents Assist borrowers who request to escalate a complaint or dispute a reason for non-approval, in contacting the servicer's staff handling Escalated Cases and, upon request, must provide contact information for MHA Help. Perform other duties as assigned. What you'll need: High school diploma or equivalent required. Some college courses in business, accounting or finance preferred. Two (2) or more years' experience in collections, loss mitigation or call center within a mortgage servicing environment. Full State NMLS licensing preferred. Knowledge of mortgage industry terminology preferred. Working knowledge of all Government program requirements and timelines, including FHA, VA, USDA, FNMA and FHLMC. Knowledge of Microsoft Suite at an intermediate level required. Ability to understand opposing points of view on highly complex issues and to negotiate and integrate different viewpoints. Ability to make decisions that have significant impact on the department's credibility, operations, and services. Ability to organize and prioritize own work schedule on short-term basis (longer that one month) and within allotted work schedule timelines. Ability to add, subtract, multiply, and divide and to record, balance, and check results for accuracy. Ability to express or exchange ideas by means of the spoken word, communicating orally with other accurately, audibly, and quickly. Our Company: Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: *************************** What We Offer: Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. Customized training programs to help you advance your career. Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. Educational Reimbursement. Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. California Privacy Notice: ******************************* Notice to all applicants: Carrington does not do interviews or make offers via text or chat.
    $23-25 hourly Auto-Apply 14d ago
  • Loan Service Specialist

    First Foundation Inc. 4.6company rating

    Loan specialist job in Irvine, CA

    reports on-site. Summary: This position is responsible for a variety of job functions relating to the servicing of Residential, Multifamily, Commercial Real Estate, and Business Commercial Loans. Perform routine loan servicing duties in support of the department, i.e., respond to customer loan inquiries, process loan payments and payoffs, and board loans. Effectively communicate with related business units, including Branch offices, Private Bankers, and Private Banker Assistants. Assist with all aspects of loan servicing. Duties and Responsibilities: * Understand and comply with requirements of all laws and regulations applicable to the position * Answer telephone calls regarding routine loan inquiries * Update daily indices on the loan core system * Complete all loan advance requests by working closely with Private Bankers to ensure the accuracy of the request * Audit Rate adjustments and ARM notices as they occur * Update the loan core system with hazard/flood insurance information, policy renewals, and cancellations * Data entry of loan information to the loan core system that includes payment processing, payment reversals, address changes, appraisal updates, and other loan file maintenance * Payoff loans by working with title and escrow to facilitate the payoff * Assist with processing Verification of Mortgage forms * Work with title and escrow companies to assist with processing Demand statements, including amending demands as needed with updated amounts to facilitate payoffs * Board new loans to the loan core system * Provide highly responsive and consistent levels of customer service to the Bank's internal and external customers * Assist with any departmental duties and projects as assigned * Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: * Irvine, CA: $52,700 - $62,800 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: * High School diploma or equivalent required; higher degree preferred * Minimum of 3 to 5 years of loan service experience including Freddie Mac and SBA reporting; experience in working with a variety of loan documents and the ability to review and comprehend the loan documents in preparation for loan boarding Skills: * Must have a clear understanding of the mechanics and functionality of adjustable-rate loans * Basic knowledge of information technology required * Extensive experience working with adjustable-rate loans * Excellent organizational and communication skills, written and verbal * PC proficiency in MS Word, Excel, and Outlook * Advanced Excel skills a plus Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand; climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, and status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
    $52.7k-62.8k yearly 28d ago
  • Associate Mortgage Specialist

    Goodleap 4.6company rating

    Loan specialist job in Irvine, CA

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. This position is the first step into becoming a licensed loan officer in a direct-to-consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor. Essential Job Duties & Responsibilities: Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting. Troubleshoot loan files. Become an expert in loan programs and qualifications. Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers. Attend daily training in preparation for your promotion into sales or take NMLS test. Required Skills, Knowledge & Abilities: 1-2 years top sales experience in a professional environment OR college degree Ability to learn quickly High energy Detail-oriented Excellent communication skills Collaborative personality Ability to work in fast-paced, high-volume environment High School Diploma or GED required Compensation: $24.04/hr + potential bonus opportunities Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $44k-52k yearly est. 31d ago
  • Mortgage Loan Processor (Equity)

    Loan Depot 4.7company rating

    Loan specialist job in Irvine, CA

    The Senior Loan Processor is responsible for managing the customer relationship from initial commitment to funding. The role requires that all Internal policies and procedures are followed to make the transaction for the customer as smooth and efficient as possible. This will include working with customers, vendors, sales and in-house operations. Responsibilities: * Collects all conditions up to loan funding after initial handoff from sales * Prepares, validates, communicates, and delivers disclosures * Manage a pipeline of 40-60+ loans at a given time. * Acts as the primary liaison between Sales, Title, Escrow, Funding and Borrowers working at a fast yet detailed pace * Reviews documentation including credit, income and title for accuracy demonstrating a high attention to detail. * Communicate with customer consistently meeting companies SLA's Requirements: * Minimum of 2+ years recent mortgage processing experience required, a call center environment preferred * Strong knowledge of various loan products and programs, specifically FHA/VA/Conv/Seconds. * Ability to adhere to established turn times, productivity, fast paced while maintaining quality metrics is required. Why work for #teamloan Depot: * Competitive compensation package includes the ability to earn incentive compensation in addition to a base hourly wage. * Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive. * Work with other passionate, purposeful, and customer-centric people. * Extensive internal growth and professional development opportunities including tuition reimbursement. * Comprehensive benefits package including Medical/Dental/Vision. * Wellness program to support both mental and physical health. * Generous paid time off for both exempt and non-exempt positions. About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, as the nation's second largest non-bank retail mortgage lender, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. Base pay is one part of our total compensation package for Senior Account Manager III. The base hourly rate for this role is $18.50/hour plus an uncapped commission plan. Actual earnings may vary depending on individual performance. Based on historical data, the estimated total annual compensation including the base hourly rate and commissions ranges from $75,000 to $150,000. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $44k-56k yearly est. Auto-Apply 6d ago
  • Bilingual Loan Processor

    Crosscountry Mortgage 4.1company rating

    Loan specialist job in San Juan Capistrano, CA

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Bilingual Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Bilingual Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting. Assemble the complete loan package in proper order for underwriting. Verify all required documentation (pre-underwrite) in the file. Complete the required loan checklist. Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting. Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. Verify that vendor orders are complete, invoices are received and in the applicant's E-file. Manage pipeline by completing and submitting reports within allotted turn-around times. Assist set-up of loans. Document all communication related to the loan application in the conversation log. Train and assist supervision of new Loan Processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors. Available to work varying hours and overtime if needed. Qualifications and Skills: High School Diploma or equivalent. Minimum of 5 years' residential mortgage processing experience. Experience with Encompass. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. Knowledge of DU, LP, Microsoft Office, and Windows. Excellent math and analytical skills. Excellent communication skills. Excellent prioritization and time management skills. Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: 25.00 - 30.00 Bonus Eligible if applicable The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position #LI-CCMREC CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $41k-51k yearly est. Auto-Apply 20d ago

Learn more about loan specialist jobs

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

The average loan specialist in Redlands, 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 Redlands, CA

$39,000
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