Specialty Loan Advisor – Hybrid​/Remote Flexibility Servicing

Position Summary

The Specialty Loan Advisor (SLA) manages a portfolio of Business Purpose Loans (BPLs) in a fast‑paced, performance‑driven environment. This role is ideal for professionals who take ownership of their pipeline, thrive in high‑volume servicing, and deliver strong customer outcomes through an advisory approach.

• Performance Unlocks Flexibility:
  High performers have the opportunity to earn hybrid or remote work status based on consistent results and productivity.
• Ownership Over Your Portfolio:
  Manage customer relationships end‑to‑end and drive outcomes—not just transactions.
• Built for High Performers:
  This environment rewards individuals who consistently meet and exceed expectations with increased autonomy and flexibility.

• Manage a portfolio of Business Purpose Loans by providing consistent, high‑quality servicing and support to internal and external stakeholders.
• Serve in an advisory capacity to customers, providing guidance tailored to their unique business needs.
• Handle inbound and outbound calls, as well as email and text communications, to support clients, attorneys, and authorized third parties.
• Perform moderately complex administrative, transactional, and operational tasks including research, analysis, and documentation.
• Generate reports and analyze data to support strategic initiatives and improve customer outcomes.
• Ensure compliance with company policies, procedures, and investor requirements.
• Leverage systems and tools to ensure accuracy, efficiency, and strong customer experience.
• Meet and exceed production goals (KPIs), with high performers recognized through increased autonomy and flexibility.
• Collaborate cross‑functionally to resolve escalations and improve servicing effectiveness.

• 3–5 years of experience in mortgage servicing, contact center, or related roles.
• Working knowledge of Business Purpose Loans (BPLs).
• Strong understanding of escrow, billing, payment histories, and 1098 statements.
• Experience with cross‑collateralized servicing and partial lien releases.
• Knowledge of property preservation processes.
• Strong analytical and problem‑solving skills with high attention to detail.
• Ability to manage high‑volume workload and meet deadlines.
• Excellent communication skills.
• Ability to work independently and in a team environment.
• Strong advisory and relationship management skills.

• High school diploma or GED required;
  Associate’s or Bachelor’s degree preferred.
• 2–4+ years of related experience preferred.

• Proficiency in Microsoft Office (Word, Excel, PowerPoint, One Drive, Outlook).
• Experience with MSP, Black Knight/LPS, or Sagent preferred.

This role operates in a performance‑driven environment where productivity, quality, and customer outcomes are key measures of success. High‑performing team members may be considered for hybrid or remote work scheduling based on sustained performance and business needs.

• Paid Time Off (PTO)
• Medical, Dental & Vision
• Employee Assistance Program
• Flexible Spending Account
• Health Savings Account
• Paid Holidays
• Company‑paid Life Insurance
• Matching 401(k) Plan