Loan Servicing Specialist II
Listed on 2026-10-12
-
Finance & Banking
Loan Servicing, Banking Operations, Financial Analyst, Financial Compliance
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.
Loan Servicing Specialist IIFull Time Mid Office Operations Center, Rancho Cucamonga, CA, US
3 days ago Requisition
Salary Range: $20.00 To $24.08 Annually
Summary
Under limited supervision, perform a variety of routine to moderate clerical duties. Research and analyze boarding data and maintenance transactions for completeness and consistency with the signed Note or Change In Terms documents. Review and perform all maintenance to all credit facilities on the loan and/or lease system. Responsible for the timely and accurate processing of routine to moderate commercial loan/lease transactions with customer visibility, requiring attention to detail.
Employees in this classification interact with internal and/or external customers, handling routine to moderate customer inquiries and requests.
Essential Duties and Responsibilities
:
- Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
- Board all loan, leases, commitments, SWAPs, mortgage pools, letters of credit, participations/syndications, SBA loans, FAS
91 cost and fee deferrals and collateral - Board all maintenance transactions.
- Fund all loans, except those requiring funding via Wire transfer or Official Check
- Process next-day callback
- Process and maintain charge-off and recovery transactions associated with Lease Complete
- Maintain all required reports.
- Prepare and respond to requests for payoff
- Process research requests, as received
- Respond to customer inquiries
- Provide, present and promote The Citizens Experience to all external and internal customers.
- Other duties as assigned.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High School diploma or GED; and a minimum 3 years loan servicing experience.
Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to read, analyze and interpret loan system reports and legal documents. Ability to respond to common inquiries or complaints from customers or regulatory agencies.
Ability to effectively present information to department management, credit administrators and relationship managers.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra and geometry, and interpret bar graphs.
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills
- Proficient in MS Office (Word, Excel)
- Proficient in the use of mainframe loan systems, preferably FISERV
- Proficient in the use of PC based loan systems, preferably Lease Complete
Certificates, Licenses, Registrations
None
Other
Skills and Abilities
- Familiar with standard U.S. commercial, consumer and real estate lending policies
- Familiar with standard U.S. note department workflow
- Knowl…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).