Loan Servicing Specialist
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.
Loan Servicing Specialist
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!
Loan Analyst
Loan specialist job in Napa, CA
Our client is seeking a Temporary Consumer Loan Funder I for a contract opportunity. The Temporary Consumer Loan Funder I, who will be responsible for planning, preparing and organizing consumer loan documentation to ensure accurate and expeditious loan closings while providing superior Member service.
Key Responsibilities
Funding Loans:
o Responsible for the timely and accurate coordination, processing and funding of all loan files including reviewing and interpreting underwriting conditions.
o Receive funding packets as assigned by department and manage funding from various incoming channels.
o Analyze Loan approval conditions in loan origination system (LOS). Verify the accuracy and integrity of all loan data entered into the system including but not limited to Membership, names, addresses, government monitoring information, loan information (i.e. loan amount, interest rate, terms, KBB/NADA/Black Book/MSRP information, income, etc.).
o Manage and continue to maintain all data and updates within the LOS throughout the funding process.
o Communicate and follow-up with Members/vendors regarding loan status and request and manage the timely return of required documentation needed to fund loan.
o Discuss loan options and programs with Members and vendors to ensure quality Member service.
o Identify cross sell opportunities that will benefit Member.
o Analyze credit report, credit applications to ensure credit requirements and loan policies are met.
o Verify Members income by paystubs and/or analyze personal and business tax returns to ensure income and loan policy requirements are met.
Department and Consumer Loan Officer Support:
o Utilize queue management system, within LOS, in conjunction with Consumer Loan Officers to ensure high quality Member/vendor service.
o Report daily any problems or concerns with specific loan files.
o Propose new or improved processes that will improve current file flow.
o Provide exceptional service to all Members, volunteers, internal team members, and vendors.
o Review and complete lending reports as needed or assigned.
Other functions:
o Research and resolve Member or team member concerns as directed.
o Compose and type general correspondence including emails, letters, memo communication for staff, vendors and Members.
Minimum Qualification: Knowledge, Skills and Abilities
2 years of experience in consumer lending industry or closely related field.
Thorough knowledge in the use of Internet-based loan origination software.
Knowledge of lending principles, practices, rules, regulations, and sales.
Ability to calculate income from paystubs, tax returns and or business returns.
Knowledge of compliance requirements.
Skill in the operation of personal computers and general office equipment.
Ability to communicate effectively both verbally and in writing.
Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members.
Ability to act independently and confidentially, using discretion and tact.
Ability to analyze situations and recommend workable solutions.
Ability to coordinate a variety of activities simultaneously and prioritize work.
Ability and desire to work in and contribute to a team environment.
Loan Closing Analyst
Loan specialist job in Irvine, CA
Essential Functions
Draft real estate loan documents (including closing instructions) and review executed versions to ensure accuracy and compliance with closing procedures
Review formation documents to determine signing authority and prepare signature blocks
Coordinate closing, and delivery phases of loans originated or acquired to ensure requirements are satisfied within a specified timeframe while maintaining internal checklists in real-time
Be the point of contact between all parties involved in the funding transaction
Data Entry to maintain Salesforce updated in real time
Responsible to request, review and approve settlement statements
Request and analyze current real estate tax information
Perform duties under moderate to close supervision and actively engage supervisor and/or manager to resolve complex issues
Remain current on funding guidelines and compliance requirements
Effectively communicate status and expectations to internal staff, attorneys, and escrow/title
Utilize time management skills to stay on track with multiple loans at various stages of the funding process
Competencies/Skills
Strong attention to detail with the ability to stay organized and problem solve in a fast-paced environment
Ability to articulate issues, problem solve and analyze with creative and outside of the box thinking
Strong communication skills (written and verbal) with internal and external partners; ability to convey findings in a concise and comprehensive manner
Effective organization and time management skills
Capability to build trusting relationships internally and externally and elicit confidence by demonstrating reliability
Strong team player with the ability to work effectively in a cooperative and diverse environment
Capacity to analyze processes, support change and think operationally and strategically to achieve business goals
Advanced use of Microsoft Office Suite
Education and Experience
Associate or bachelor's degree
Minimum 2 years of direct experience closing/funding loans
Working knowledge of lending practices and industry standard processes
Title or Escrow experience is a plus
Accessibility:
At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at ***************************
SAP Specialist
Loan specialist job in Buena Park, CA
Junior Program Manager (SAP)
Since its establishment, TAWA Services, Inc. has been committed to providing exceptional service and support to the diverse Asian American communities. Leveraging our extensive network and global resources, we ensure timely and efficient delivery of quality goods across the United States. Our dedication to excellence and community underscores the vital role of service in enhancing everyday life. TAWA Services, Inc. invites you to be a part of our mission and team!
Summary:
As a Junior Program Manager (SAP), you will assist in the planning, coordination, and execution of SAP projects under the direction of the SAP Program Manager. You will work closely with cross-functional teams, stakeholders, and vendors to ensure projects are delivered on time, within scope, and within budget. This role requires a strong foundation in project management methodologies, excellent organizational skills, and an eagerness to grow within the SAP ecosystem.
Responsibilities:
Support the SAP Program Manager in coordinating and monitoring the execution of SAP implementation, upgrades, and enhancement projects.
Assist in project planning activities including defining project scope, goals, timelines, and deliverables.
Track project milestones and deliverables, prepare status reports, and help manage project documentation.
Facilitate communication between project stakeholders, including business units, technical teams, and external vendors.
Organize and schedule project meetings, document meeting minutes, and follow up on action items.
Help identify project risks, issues, and dependencies, and support mitigation planning.
Monitor and support change management activities related to SAP projects.
Ensure compliance with internal standards, governance frameworks, and best practices in project execution.
Maintain and update project tracking tools, including timelines, risk logs, and issue trackers.
Participate in testing and training coordination for SAP modules, as needed.
Perform other duties as assigned by management.
Qualification:
A Bachelor's degree in Business Administration, Information Systems, Computer Science, or a related field.
1-3 years of experience in project coordination or junior project management, ideally in an IT or ERP environment.
Bilingual proficiency in English/Mandarin is strongly preferred.
Familiarity with SAP systems and modules (such as SAP S/4HANA, FICO, MM, SD).
Understanding of project management methodologies (Waterfall, Agile, etc.).
Proficiency in Microsoft Office tools, especially Excel, PowerPoint, and Project.
Strong organizational, multitasking, and time management skills.
Effective verbal and written communication skills.
Detail-oriented with a proactive, solution-focused mindset.
PMP, CAPM, or SAP-related certifications are a plus.
Authorized to work in the United States without sponsorship.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
This job may require standing or walking for extended periods of time, lifting up to 25 pounds, and performing repetitive motions.
Position Details:
Employment Type: Full Time
Location: 6338 Regio Ave, Buena Park, CA 90620
Benefits:
Medical, Dental, Vision, and Life Insurance.
401 (k) Retirement Saving Plan with 4% Company Match.
Long-Term Services Award.
Employee Discount.
Paid Time Off.
Compensation:
The pay range for this job starts at $70,000 per year. This is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) the responsibilities of the job, your education, skills, qualifications, experience, and location.
Beware of Job Scams:
We prioritize applicant safety at TAWA Services, Inc. Please exercise caution during your job search. Be wary of unsolicited offers, requests for personal information or upfront payments, poorly written s, unrealistic promises, and unprofessional communication. Research employers, verify job postings, and trust your instincts. Report any suspicious activity. For helpful guidance on identifying job scams, visit this link provided by the Indeed website: ************************************************************
Disclaimer:
Our goal is to be a recognized leader in the industry while providing a great workplace for employees. Please note the job descriptions are intended to describe the general nature and level of work being performed by people assigned to the position. They do not cover all the details of skills, duties, or responsibilities required for the positions. Thus, they are not to be construed as an exhaustive list of all skills, duties, and responsibilities required for personnel. All personnel may be required to perform duties outside of their normal responsibilities as instructed by management. Skills, duties and responsibilities may change at any time with or without notice. We are an E.E.O. employer.
Loan Originator / Account Executive
Loan specialist job in Oceanside, CA
S&L Capital Group | California
CA DRE 02041544 | NMLS ID 2773275
Southern California Applicants Preferred
S&L Capital Group is a California-based private lending firm specializing in asset-based bridge loans for real estate investors and operators. We provide fast, flexible capital for the acquisition, refinance, and repositioning of residential (1-4), multifamily (5 + units), industrial, and select commercial properties throughout California.
Our platform is built around speed, certainty of close, and pragmatic underwriting, serving transactions that traditional and institutional lenders often cannot execute efficiently.
Position Summary
S&L Capital Group is seeking a Growth-Oriented Loan Originator who has begun originating loans independently and is looking to scale production within a well-supported private lending platform.
This role is ideal for an originator who can source and qualify deals, manage borrower relationships, and collaborate closely with internal underwriting and closing teams, while continuing to sharpen credit instincts, deal velocity, and market presence.
Key Responsibilities
• Source, structure, and close private-money loans
• Build and expand borrower, broker, and referral relationships
• Qualify transactions early to ensure alignment with underwriting standards
• Serve as primary point of contact from inquiry through funding
• Collaborate with underwriting, processing, and closing teams
• Maintain pipeline tracking in CRM
• Represent S&L Capital Group at industry events
• Maintain DRE and NMLS compliance
Resources & Support Provided
• Access to proprietary borrower and market data
• Company-provided CRM
• Internal underwriting for fast approvals and denials
• Designated internal processor and closer
• Company-issued laptop and technology tools
Ideal Candidate Profile
• Prior experience originating or supporting private or asset-based loans
• Ability to independently source and qualify transactions
• Coachability and openness to feedback
• Clear and professional communication style
• Credibility with real estate investors
• Strong sense of urgency with attention to detail
• Relationship-driven growth mindset
Licensing Requirements
• California DRE Salesperson License - Required
• NMLS License - Preferred, not required
Compensation & Benefits
• Base Salary + Commission
• 100% Employer-Paid Health, Dental, and Vision
• Event and Business Development Expense Account
• 90-Day Probationary Period
Mortgage Loan Officer
Loan specialist job in Bellflower, CA
🚀 Loan Officer Opportunity - Join Loanplex Mortgage (Bellflower, CA)
Loanplex Mortgage is growing, and we're looking for a high-performing Loan Officer to take on incoming leads and help us serve a diverse range of clients with excellence.
If you're a motivated, accountable, and self-driven professional who thrives on generating business through referrals, consistent follow-up, and relationship-building, we want to meet you.
What We're Looking For:
✔️ 3+ years of loan origination experience
✔️ Comfortable working with complex client scenarios
✔️ Strong communication skills - Bilingual (English/Spanish) preferred
✔️ NMLS & CA DRE licenses required
✔️ In-office position (not remote) at our Bellflower headquarters
✔️ A true self-starter who knows how to turn leads into closings
✔️ Someone who loves helping families, investors, and self-employed clients navigate financing with clarity and confidence
What You'll Do:
Receive qualified leads from our marketing and referral network
Build and maintain strong client relationships
Strategize financing options for a wide variety of borrowers
Follow up consistently from first contact to closing
Represent Loanplex Mortgage with professionalism and integrity
Who We Are:
Loanplex Mortgage is a client-focused mortgage brokerage with a reputation for service, transparency, and results. With over 40 years of combined experience behind our brand, we're committed to helping clients reach their homeownership and investment goals-and we're ready to bring on the right Loan Officer to grow with us.
If you're ready to join a strong team, work in a professional environment, and grow your business with real support and real leads, we'd love to connect.
Let's fund dreams forward. 🏡💼
Send your resume and a brief introduction to ************************* Or Call ************
Localization Specialist (Language Support)
Loan specialist job in San Jose, CA
Hybrid role in San Jose, CA This role requires fluency in English and at least one of the following languages: German, French, Thai, Italian, Hindi, Korean, Japanese, Arabic, Spanish, Polish, Norwegian, Turkish, French As a speech evaluator, you'll be expected to support product internationalization (i18n) eval and engineering.
Examples include localization, data annotation and validation; identifying canonical queries; E2E testing once i18n is enabled; and deep dive testing to support quality efforts
This is a vendor role with Highspring for a client's team, a Fortune 100 company. This position is hybrid at our San Jose, CA location.
Minimum Qualifications
* Fully fluent, written and verbal, in English and native German, French, Thai, Italian, Hindi, Korean, Japanese, Arabic, Spanish, Polish, Norwegian, Turkish, French.
* Excellent written and verbal communication skills
* Ability to clearly explain linguistic challenges and cultural questions and concepts for the locale of
expertise
* Undergraduate degree
* Strong analytical skills
* 1-2 years work experience
* Proficient in Google Docs and Sheets
Preferred Qualifications
* Fluent (verbal and written) in more than 1 language
* Familiarity with voice-activated devices
* Linguistic degree or background
Schedule Requirements
* Monday to Friday, standard business hours (flexible schedule within business hours)
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
Desired Skills and Experience
* Fully fluent, written and verbal, in English and native German, French, Thai, Italian, Hindi, Korean, Japanese, Arabic, Spanish, Polish, Norwegian, Turkish, French.
* Excellent written and verbal communication skills
* Ability to clearly explain linguistic challenges and cultural questions and concepts for the locale of expertise
* Undergraduate degree
* Strong analytical skills
* 1-2 years work experience
* Proficient in Google Docs and Sheets
ServiceNow Specialist (PPM)
Loan specialist job in California
ServiceNow PPM Implementation Specialist (Project Manager/Business Analyst)
We are seeking a highly motivated and experienced ServiceNow PPM Implementation Specialist to drive the successful configuration, deployment, and adoption of the ServiceNow Project Portfolio Management (PPM) module. This role will function as a hybrid Project Manager and Business Analyst, collaborating closely with IT, business stakeholders, and end-users to maximize the value of our ServiceNow platform for project, portfolio, and operational work management.
Key Responsibilities
1. ServiceNow PPM Implementation & Configuration
Lead the end-to-end implementation and configuration of the ServiceNow PPM module.
Translate complex business requirements into technical solutions within the ServiceNow platform.
Configure core PPM functionalities, including:
Project and Operational Work Tracking
Time Entry and Reporting
Project Intake and Demand Management (Idea/Demand to Project lifecycle)
Resource Management (Demand/Supply Tracking)
Financial Planning and Portfolio Management (as needed).
2. Business Analysis & Stakeholder Management
Conduct workshops and interviews with Project Managers, Resource Managers, and Individual Contributors to gather and document detailed requirements.
Develop functional specifications, process flows, and use cases.
Serve as the primary liaison between technical development teams and business stakeholders.
3. Training, Adoption, and Change Management
Develop and deliver comprehensive training programs (documentation, sessions, Q&A) for various user groups (PMs, RMs, contributors).
Drive user adoption by communicating value, addressing pain points, and supporting users through the transition.
Create and maintain high-quality documentation for processes and system usage.
4. Platform Optimization & Operational Support
Assist in optimizing the existing use of the core ServiceNow platform for operational ticket tracking, reporting, and dashboard creation.
Identify opportunities to leverage ServiceNow features to streamline operational processes and improve efficiency.
Create and maintain reports, metrics, and dashboards to provide visibility into project health, resource utilization, and operational performance.
Required Qualifications
Proven Experience: Minimum of 3-5 years of experience as a Business Analyst or Project Manager, with a strong focus on enterprise system implementation.
ServiceNow Expertise: Minimum of 2 years of direct, hands-on experience implementing, configuring, or supporting the ServiceNow PPM module (or ITBM Suite).
Technical Skills: Deep understanding of ServiceNow platform capabilities, configuration, and best practices.
Functional Knowledge: Strong grasp of Project Management methodologies (Waterfall, Agile), Portfolio Management, Resource Management, and IT Service Management (ITSM) concepts.
Communication: Excellent written and verbal communication skills, with the ability to articulate complex technical concepts to non-technical audiences.
Preferred Qualifications
ServiceNow Certified System Administrator (CSA) or Certified Implementation Specialist (CIS) - Project Portfolio Management.
Experience with other ServiceNow modules (ITSM, CSM, HRSD, etc.).
PMP, PMI-ACP, or other relevant project management certifications.
Experience working in healthcare environment
SAP FICO Specialist
Loan specialist job in Irvine, CA
Title: Digital & IT SAP FICO Specialist
Salary range: $130k-$155k
US Citizen only
Exp: SME Finance & Controlling
SAP configuration
Manufacturing background preferred
POSITION SUMMARY:
The SAP Finance and Controlling functional subject matter expert is accountable for ensuring the SAP solution provided to the customer is fit for purpose, consistent across businesses, aligns with the company'sSAP template and satisfies the business requirements. Knowledge areas are SAP ECC 6.0 and S/4 in-depth knowledge of the modules for Finance, Controlling and Project Systems but as the role is broad additional SAP modules knowledge will be beneficial.
RESPONSIBILITIES:
Act as the subject matter expert to projects on SAP FICO functional modules in the role arena and advise on what the art of the possible is.
Elicit requirements using interviews, process reviews, shadowing, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task & workflow analysis. This will either be as an individual SAP Subject Matter Expert or in conjunction with a Business Analyst.
Critically evaluate information gathered from multiple sources, reconcile conflicts, identify, and close gaps, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs.
Proactively communicate and collaborate with external and internal customers to analyze information needs and SAP functional requirements and deliver appropriate artefacts on standard templates, including but not limited to Process Flows, Technical Design, Solution Design, User Stories, Use Cases, GUI Screen and Interface designs.
Successfully engage in multiple initiatives simultaneously.
Interpret customer business needs and translate them into application and operational requirements.
Act as the liaison between the customer community and the SAP application teams regards SAP capability.
Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability, functionality and performance needs.
Implement and deploy SAP template solution to achieve defined business goals to design, maintain, deploy solution for Finance and controlling component and cross functional components such as production planning, procurement etc.
Owns and manages the design, documentation and implementation of processes and process improvements in conjunction with process owners, Super Users, SAP functional specialists and third-party as part of the SAP CoE. Initiates continuous improvements activities to increase the efficiency of the business information systems and meet global business objectives.
QUALIFICATIONS:
4-year University / College Degree and relevant technical / business certifications
Five or more years experience in Information Technology
Experience in security best practices and compliancy requirements for area of expertise
Ability to travel as needed
Available to provide after-hours technical support as needed
Additional SAP Qualifications:
A minimum of 5 years SAP full cycle implementation experience in Financial Accounting, Controlling and Management Accounting as well as support experience.
Experienced SAP finance and controlling subject matter expert who is able to engage with business, extract business requirements and configure SAP solutions.
Must have worked in customized processes and SAP Template solutions within the SAP arena.
Must have worked in RICEFW developments, exposure to BAPI, Integration, User exits.
Excellent verbal and written communication skills and the ability to interact professionally with a diverse stakeholder group including executives, managers, business process owners and subject matter experts.
Identify and manage senior stakeholders, evaluate their interests and establish effective communication channels ensuring effective stakeholder management and engagement.
Specify requirements for toolset adaptions, acceptance testing of implemented solutions, develop migration strategies and plans.
Provide Technical expertise within their functional area with the team, prove accountability and be a role models to others.
Ensure processes, deliverables and responsibilities are fully aligned with strategic priorities / goals of the organization.
Good appreciation of systems design and SAP configuration.
Working knowledge of appropriate legislation, accounting standards, including the Data Protection Act, DFARS and ITARS.
Day-to-day use of Microsoft Outlook, Excel, Word, Visio & PowerPoint
Able to facilitate workshops, lead discussions and gain consensus views on decisions.
Knowledge of business processes, commercial drivers and activities.
Report Specialist
Loan specialist job in Los Angeles, CA
About the Company:
This is a fast-paced retail and e-commerce company specializing in apparel and lifestyle products. The team is collaborative and detail-oriented, supporting both brick-and-mortar stores and online sales channels.
The Data Entry / Report Specialist will support retail operations, customer service, and reporting. This is a temporary-to-permanent position filling in for an employee on leave.
Key Responsibilities:
Retail Store Support:
Process seasonal and replenishment orders, including pick tickets, UPC labels, and invoices.
Communicate replenishment status and shipping updates to retail stores.
Maintain POS systems, including uploading stock and making inventory adjustments.
Process store RMAs and adjust stock accordingly.
Customer Support:
Process bounced back orders (Return to Customer).
Manage FedEx claims and Shopify chargebacks.
Support online returns via ReturnGO as needed.
ERP - Style Master:
Create new product styles and update existing ones.
Upload product images and generate UPCs.
Export styles to JOOR when applicable and manage product URLs.
Send UPC/QR code labels to vendors.
NuOrder:
Create and maintain linesheets.
Upload style images and make updates as needed.
Additional Support:
Assist with WSL-related tasks and gift order processing/invoicing.
Print UPC/QR codes as requested by DC.
Reporting:
Generate weekly Work-in-Progress (WIP) Flow report.
Produce weekly Exchange Tracking report and UPC reports.
Generate additional reports as requested by the Operations team.
Temp-to-Perm Data Entry / Report Specialist
Location: Vernon, CA (3 days onsite)
Pay: $30hr
Start Date: ASAP - urgent
Schedule: Part-time, 3 days per week
Bilingual Loan Specialist
Loan specialist job in Pleasanton, CA
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Bilingual English/Spanish
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Average pay range: $23-$26/ hour
Pay range only applies to California residents.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
Key Word Tags
Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
#GRWIND
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Auto-ApplyPrivate Client Loan Specialist I
Loan specialist job in Scottsdale, AZ
will support the Private Bankers and clients within the Private Banking group.
Responsibilities will include but are not limited to:
Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support.
Managing the credit card process from start to finish to include but not limited to; taking applications, adding/removing signers, online banking, and maintenance requests.
Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers.
Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations.
Process all loan wire and transfer requests.
Perform miscellaneous job related duties as assigned.
Position Requirements:
-Minimum of one year of prior retail banking experience
-General knowledge of bank services, products, and loans
-Excellent client-service skills, including oral and written communication
-Entrepreneurial, ownership-oriented mindset
-Attention to detail and strong organizational skills
-Ability to work effectively as a team member and with customers
-Strong analytical and problem solving skills, and the ability to derive innovative solutions
-Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers
-Strong work ethic and high integrity
-Strong computer skills
-Friendly, outgoing, assertive, confident, and enthusiastic personality
Member Loan Specialist I,II
Loan specialist job in San Diego, CA
This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services.
DIMENSIONS
Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards.
Sales Expectations: Meet/exceed established monthly/annual sales goals
Consumer loan annual funding goal: 120
Real estate loan annual funding goal: 36
New member annual goal: 120
Consumer loan protection products: 33% loan penetration
Additional referral requirements: auto buying services, investment products, and credit union promotional products and services
Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit
Member Support: Approximately 200,000 credit union members
Supervisory responsibilities
This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position.
NATURE & SCOPE
Member Loan Specialist I
Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations.
Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions.
Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options.
Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct.
Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services.
Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently.
Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs.
Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner.
Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls.
Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products.
Performs other relevant and related duties as required .
Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition:
Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product.
Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process.
Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
Education, skills, & abilities
The Eight Superpowers
Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
A high school diploma or equivalent is required.
Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service.
Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service.
Previous experience in a call-center preferred.
Excellent communication skills; sound judgment, and attention to detail.
Ability to work in a fast-paced call center environment.
Previous experience with Microsoft Windows applications is preferred.
Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures.
Major Accountabilities
Ensure sales and service goals are met.
Present a friendly, outgoing and positive demeanor.
Process new accounts and/or loans accurately and completely.
Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting and/or standing.
ENVIRONMENTAL CONDITIONS
Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
Member Loan Specialist
MLS I - $21.5468-$26.9336
MLS II - $23.9440-$29.9330
Auto-ApplyLoan Servicing Representative
Loan specialist job in Tucson, AZ
In this role you will assist members, staff, and third parties with
general aspects
of
loan servicing and vehicle total loss claims
for the credit union. Tracking and processing vehicle total loss claims. Ensuring total loss claims are processed and completed in a timely and accurate manner. Working with third-party insurance providers and government agencies in the processing of total loss claims. Assisting credit union members and staff with vehicle total loss claim related questions or issues.
Salary: $20.00-$26.00 Per Hour Depending on Experience
About Us:
Hughes Federal Credit Union is dedicated to providing a positive difference in our members' financial lives. Our commitment to the Tucson community extends beyond our members as we sponsor and support local charities and organizations that promote the financial literacy of future generations. Join our team and see why we have been named a “Best-In-State” credit union, four years in a row!
Key Responsibilities:
Manage and track all total loss claims for vehicles used as collateral for credit union loans.
Accurately document each step of the total loss process.
Conduct account history research for documentation required by third parties in the claim process.
Contact primary insurance carriers and provide required documentation, as needed.
Contact law enforcement, as needed, for accident reports or other documents required to process claims.
Contact VSC providers and provide required documentation as needed to receive refund.
Contact GAP insurance providers and provide required documentation as needed for GAP claim.
Work with members during the claim process to provide good faith modifications.
Accurately update tracking logs and/or computerized system.
Notify manager of any concerns or issues associated with a total loss claim.
Qualifications:
Required Skills:
Minimum of six months of similar or related experience
High school diploma or equivalent
Excellent Customer service and interpersonal communication skills
Strong organizational skills and attention to detail
Preferred Skills:
Basic understanding of bankruptcies, repossessions, legal actions, foreclosures, loan extension/modifications, and collateral protection
What We Offer:
Generous Paid Time Off Policy
Up to 15 days in 1st year of service
Paid Time Off increases with tenure
VTO (Volunteer Time Off) Up to 16 hours yearly
401(k) plan
7% company match
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contribution Available
Free Vision Insurance
Life and Disability Insurance
Provided by the Credit Union with Optional Supplemental Coverage Available
Competitive Wage and Professional Development
Educational Assistance
Hughes Federal Credit Union is a background screening, credit check and E-Verify workplace.
Auto-ApplyMember Loan Specialist I,II
Loan specialist job in San Diego, CA
This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services.
DIMENSIONS
Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards.
Sales Expectations: Meet/exceed established monthly/annual sales goals
Consumer loan annual funding goal: 120
Real estate loan annual funding goal: 36
New member annual goal: 120
Consumer loan protection products: 33% loan penetration
Additional referral requirements: auto buying services, investment products, and credit union promotional products and services
Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit
Member Support: Approximately 200,000 credit union members
Supervisory responsibilities
This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position.
NATURE & SCOPE
Member Loan Specialist I
Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations.
Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions.
Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options.
Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct.
Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services.
Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently.
Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs.
Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner.
Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls.
Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products.
Performs other relevant and related duties as required .
Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition:
Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product.
Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process.
Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
Education, skills, & abilities
The Eight Superpowers
Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
A high school diploma or equivalent is required.
Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service.
Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service.
Previous experience in a call-center preferred.
Excellent communication skills; sound judgment, and attention to detail.
Ability to work in a fast-paced call center environment.
Previous experience with Microsoft Windows applications is preferred.
Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures.
Major Accountabilities
Ensure sales and service goals are met.
Present a friendly, outgoing and positive demeanor.
Process new accounts and/or loans accurately and completely.
Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting and/or standing.
ENVIRONMENTAL CONDITIONS
Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
Member Loan Specialist
MLS I - $21.5468-$26.9336
MLS II - $23.9440-$29.9330
Auto-ApplyJr. Loan Officer
Loan specialist job in Huntington Beach, CA
Job Description
Summit Home Lending is looking for a motivated and service-driven Junior Loan Officer who already holds an active NMLS license. The ideal candidate has some sales experience, strong communication and relationship-building abilities, and excellent attention to detail. You will join a supportive team committed to your growth, and we will train you to become a successful, full-producing loan officer. If this sounds like the right fit, we encourage you to apply.
Compensation:
$37,500 - $120,000 yearly
Responsibilities:
Training & Development (First 4-6 Weeks)
Participate in daily training sessions covering loan programs, guidelines, systems, sales processes, and compliance.
Shadow top producers and leadership on live discovery calls and closing calls.
Practice script work, objection handling, and communication techniques.
Learn Summit's internal systems, CRM, LOS, workflow, and lead management process.
Complete weekly performance benchmarks to demonstrate progress and readiness for promotion.
Sales Preparation
Develop a thorough understanding of Summit's HELOC and refinance products, qualification requirements, and lending guidelines.
Learn how to structure loans, calculate income, review credit, and analyze client goals.
Prepare for client-facing conversations by mastering key metrics and numbers to present during calls.
Understand lead sources and effectively manage assigned leads.
Client Interaction Readiness
Practice building rapport, gathering client goals, and conducting full discovery conversations.
Study and role-play closing call structure, objection handling, and commitment techniques.
Learn how to present loan options clearly and confidently.
Promotion to Loan Officer (Post-Training)
Begin making outbound sales calls and handling inbound transfers.
Conduct full discovery and closing calls with clients.
Sell and structure home equity loans and refinances aligned with client needs.
Provide a seamless client experience from the first conversation to submission.
Maintain high activity levels, consistent follow-up, and strong pipeline management.
Professional Expectations
Demonstrate coachability, a strong work ethic, and a desire to grow into a top-producing Loan Officer.
Maintain punctuality, professionalism, and adherence to the company's core values.
Collaborate with teammates, leadership, processors, and support staff.
Uphold compliance, ethical lending standards, and accurate documentation.
The more you put in, the more you earn!
Qualifications:
NMLS Licensed (REQUIRED) - Ready to hit the ground running
Confident & coachable - You take feedback & apply it fast
Sales or customer service experience? Big plus!
Competitive mindset - Former athletes & sales pros thrive here!
Money-motivated - You want a career with great earning potential
Don't wait - Apply now & start your mortgage career today!
About Company
Why You'll Love Working Here
Launch your career as a Junior Loan Officer with a 4-6 week intensive training program
Gain the tools, knowledge, and confidence to become a top producer
Learn directly from experienced leaders and top Loan Officers
Get hands-on experience and build real, marketable skills
Work in a high-energy, collaborative culture that's fun, motivating, and rewarding
See hard work recognized and follow a clear path for career growth
Help clients tap into their home equity and achieve meaningful goals every day
Ignite - Junior Loan Officer
Loan specialist job in Scottsdale, AZ
Full-time Description
Start Hungry. Grow Relentless.
You don't need decades of experience; you need drive. We're looking for entry-level Loan Officers who are ready to learn fast, hustle hard, and grow into top-tier closers. If you've got the energy, we've got the training, leads, and support to turn you into a mortgage powerhouse.
This is your launchpad. We pay for leads. You bring the ambition.
What You'll Do:
Connect with warm, qualified leads no cold calling
Learn how to assess borrower needs and match them with the right loan product
Build your pipeline and manage loan files from start to finish
Work closely with senior loan officers, processors, and underwriters
Deliver exceptional service while learning the ins and outs of mortgage lending
Stay sharp on industry trends, compliance, and best practices
What You'll Learn:
Loan origination systems and documentation
Mortgage products, underwriting guidelines, and regulatory compliance
Sales techniques, pipeline management, and client communication
How to close deals and build long-term client relationships
The mindset and habits of top performers in the industry
Requirements
What You Bring:
A hunger to learn and grow - no mortgage experience required
Strong communication skills and a client-first attitude
Ability to stay organized and manage multiple tasks
Confidence, coachability, and a competitive spirit
High school diploma required; college degree preferred
Must be willing and able to obtain mortgage licensing (we'll help you get there)
Why You'll Love It Here:
Paid leads we invest in your success
Structured training learn from the best in the business
Fast-track growth clear path to senior roles and higher commissions
Supportive culture mentorship, collaboration, and celebration
Big energy we work hard, win big, and have fun doing it
This Is More Than a Job. It's Your Breakthrough.
If you're ready to bet on yourself, build a career, and join a team that's all gas, no brakes - apply now.
Apply Today. Let's Build Something Big.
Loan Pre-Closing Analyst
Loan specialist job in Irvine, CA
Essential Functions
Point of contact for all parties regarding Title Review/Clearances, Property Insurance and Closing statuses
Engaging Title and Insurance contacts
Review the results of the title search, copies of all easements, encumbrances, and any other related title work
Request and review closing protection letters and place orders for funding shield certificate
Confirm title requirements are met and confirm issuance of required title endorsements, and exceptions to be omitted
Request, review and approve pro forma or marked up title work prior to closing
Request, review and approve property and liability insurance certificates
Request and analyze current real estate tax information
Maintaining lenders LOS up to date with current statuses, ensuring data integrity, ie. Property Addresses, APNs, County, Vendor Contacts etc.
Perform duties under moderate to close supervision and actively engage supervisor and/or manager to resolve complex issues
Remain current on all closing guidelines and compliance requirements
Adhering to established SLA's and deadlines
Effectively communicate status and expectations to internal staff, attorneys, and escrow/title
Utilize time management skills to stay on track with multiple loans at various stages of the funding process
Competencies/Skills
Strong attention to detail with the ability to stay organized and problem solve in a fast-paced environment
Ability to articulate issues, problem solve and analyze with creative and outside of the box thinking
Strong communication skills (written and verbal) with internal and external partners; ability to convey findings in a concise and comprehensive manner
Effective organization and time management skills
Capability to build trusting relationships internally and externally and elicit confidence by demonstrating reliability
Strong team player with the ability to work effectively in a cooperative and diverse environment
Capacity to analyze processes, support change and think operationally and strategically to achieve business goals
Advanced use of Microsoft Office Suite
Education and Experience
Associate or bachelor's degree
Minimum 2 years of direct experience in Title/Escrow or Funding
Working knowledge of lending practices and industry standard processes
Accessibility:
At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at ***************************.
Bilingual Loan Specialist
Loan specialist job in Phoenix, AZ
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Pays an average of $45,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Bilingual English/Spanish
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Auto-Apply