Loan Specialist - Entry Level

Overview

The Home Loan Specialist is an entry‑level role supporting various channels. As a key contributor, you will help facilitate efficient and effective processes that support business and customer service objectives.

• Perform routine data entry and validation tasks
• Initiate third‑party orders (title, appraisal, hazard, flood certificate, credit, etc.)
• Review and validate loan documents, including credit reports, tax documents, and loan applications
• Act as the first team to receive and structure loan files, ensuring completeness and accuracy
• Communicate effectively with internal teams and external partners
• Handle routine calls, emails, and/or chat responses
• Monitor work queues and intervene as needed
• Perform other related duties as required and assigned
• Demonstrate behaviors aligned with the organization’s culture and values

• Loan Structuring & Document Review – Ability to understand and organize loan files, review credit, tax, and income documentation, and ensure compliance with lending guidelines.
• Team Collaboration & Communication – Strong interpersonal and communication skills to work effectively across departments and with third‑party vendors.
• System Proficiency & Financial Acumen – Comfortable using loan origination systems (e.g., Encompass), with a foundational understanding of finance; a finance degree is a plus.

• Associate’s degree or equivalent work experience (Finance degree preferred)
• Proficiency in Microsoft Office and loan origination systems (e.g., Encompass)
• General understanding of applicable Federal, State, and Local regulations
• Strong attention to detail and organizational skills

• Used to a fast‑paced, high‑production environment
• Tech savvy
• Comfortable using multiple systems to complete work
• Good communicator
• Produces high‑quality work
• Lives locally (no more than a ~30 min commute)

Entry Level

This is a Contract to Hire position based out of Moorpark, CA.

The pay range for this position is $23.00 - $23.00/hr.

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre‑tax and Roth post‑tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long‑term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type:
This is a fully onsite position in Moorpark, CA.

Final date to receive applications:
This position is anticipated to close on Feb 27, 2026.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.