Loan Service Specialist

Job Details

Level: Entry

Job Location:

Walnut Creek 1 - Walnut Creek, CA

Position Type:
Full Time

Salary Range: $28.00 - $30.00 Hourly

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.

The Loan Service Specialist I (LSS I) is an onsite position and does not have remote opportunities.

The Loan Service Specialist (LSS I) builds meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team. Under general supervision, the LSS I is responsible for various loan servicing functions that are not limited to processing loan payments, including advances and pay downs, assisting with loan boarding and maintenance activities, and posting loans transactions timely and in accordance to Bank policies and procedures.

While providing efficient and professional services to all clients, the LSS I monitors incoming mail and the Loan Servicing email inbox to resolve and process general requests and forwards payoff demand requests to the Loan Service Specialist II for processing. The LSS I will perform tasks to resolve discrepancies associated with payments and General Ledger clearing and will upload appropriate documents to the imaging system as assigned.

The LSS I demonstrates strong teamwork, accountability, and adaptability to support their function and to assist the Loan Service Manager and department with other duties as assigned. All duties are to be performed accurately, timely, and efficiently and in accordance with Bank policies, procedures and regulatory guidelines.

You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:

• High school graduate or equivalent.
• Some college or relevant training.
• Bachelor's degree preferred.

• Basic understanding of banking regulations and standard banking practices.
• Basic understanding of lending process, documents, terminology, regulations and standard banking practices, preferred.
• Knowledge of Loan Services policies and procedures, preferred.

Office experience required, loan servicing or banking support preferred.

• Good communication skills.
• Professional appearance, dress, and attitude.
• Strong math skills.
• Good time management skills.
• Ability to use Microsoft Office software package with basic Excel skills.
• Ability to operate standard office equipment including computer, adding machine, copy machine, fax machine, and telephone.

Location:
Onsite, no remote

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.