Loan Clerk

Be Part Of A High-Performing Team:

Join a professional banking operations environment supporting loan servicing and client services functions. This team plays an important role in maintaining accurate loan records, organizing documentation, and helping ensure day‑day loan support activities are completed with precision and efficiency. The work environment is onsite, structured, and detail‑driven, with a strong focus on accuracy, organization, and dependable administrative support.

Engagement: W2 only (no C2C/1099)

This is an onsite contract opportunity in Brea, California, supporting a financial services loan operations team. The role offers hands‑on exposure to loan documentation, banking procedures, data maintenance, and operational support within a professional financial services setting.

• Maintain organized loan files, documentation, applications, and correspondence.
• Review borrower and loan information for completeness, accuracy, and proper documentation.
• Update loan systems with status changes, payment information, and account notes.
• Support loan processors and officers with clerical tasks, follow‑ups, and document preparation.
• Perform data entry, scanning, filing, and routine reporting to support daily loan operations.
• Respond to internal and external inquiries in a timely, professional, and accurate manner.

• 5–7 years of experience in financial services, banking operations, loan support, or administrative support preferred.
• Familiarity with loan documentation, loan servicing, and basic banking procedures.
• Strong attention to detail with proven ability to maintain accurate records and data.
• Experience using Microsoft Office and document management systems.
• Strong communication, organization, and follow‑up skills.
• Ability to work onsite in a structured, fast‑paced administrative environment.
• Comfortable supporting clerical workflows including filing, scanning, reporting, and system updates.