Loan Servicing Specialist

Job Description
Our client, a highly entrepreneurial and growing private lender expanding in Orange County seeks a diligent Loan Servicing Specialist to support the company's Chief Financial Officer (CFO) in a 50/50 blended role comprised of:

1. The administrative and financial tasks necessary for successfully servicing their diverse CRE & residential loan portfolios - in-house and 3rd party

2. Varied Analyst-level duties related to FP&A, individual loan & portfolio underwriting analysis, systems/platform management + improvement, and special projects

The ideal candidate has 3 years' experience in loan servicing, who has hit their ceiling in their current role as a loan servicer, and wants to learn more about the full-spectrum of finance in CRE. It's a rare opportunity to be mentored by a CFO, learn and diversify your skillset, and grow along with the company in this newly-created role.

This role is based out of the company's beautiful + conveniently located office located in Costa Mesa, with a hybrid schedule of Monday, Tuesday, & Thursday in-house from 9am-5pm, and Wednesday/Friday worked remotely.

A day in the life of a successful Loan Servicing Specialist includes, but is not limited to:

• Payment Processing:
  Accurately recording all payments, including complex payoffs

• Funding & Draws:
  Managing loan fundings and draws with precision and compliance

• Statement & Fees:
  Preparing & distributing monthly statements for principal, interest, and fees

• Wire Verification:
  Confirming & inputting borrower account details securely

• Transaction Maintenance:
  Reconciling servicing transactions with the General Ledger daily

• Inbox Management:
  Monitoring servicing inbox activity and responding promptly to requests

• Customer Support:
  Delivering responsive, professional support to borrowers & partners

• Project Support:
  Contributing to compliance, reporting, and data initiatives

• Team
  
  Collaboration:
  
  Partnering with Accounting, Finance, and Sales to support operations

Requirements

The ideal Loan Servicing Specialist candidate possesses the following skills & experience:

• Education & Experience:
  
  Bachelor's degree preferred; 3+ years of loan servicing experience required

• Technical
  
  Skills:
  
  Proficient with Microsoft Office; familiar with servicing and document imaging systems

• Communication:
  Clear and professional verbal and written skills

• Organization & Detail:
  Strong multitasking, problem-solving, and accuracy

• Work Style:
  Adaptable, proactive, and able to build strong internal and external relationships