Loan Servicing Specialist

2 weeks ago

Newport Beach, California, United States PrideCo Capital Full time

Job Summary:

The Loan Servicing Specialist at PrideCo Capital coordinates and processes a variety of service tasks on the entire loan portfolio from loan doc generation through loan payoff. This role provides customer service to all parties to the loan and participates in overall department projects.

Key Responsibilities:

1. Loan Doc Generation / Funding:

  • Loan document generation - drafts loan docs utilizing Lightning Doc system.
  • Prepares for loan funding according to procedure by executing tasks on the internal Funding Checklist. Works with escrows, titles, brokers, and borrowers to coordinate successful loan closing.

2. Servicing:

  • Stakeholder Communication/Troubleshooting - interfaces directly with loan contacts including brokers, borrowers, escrow agents, and title officers; ensuring excellent customer service and bringing issues to successful completion.
  • Servicing A/R - manages file onboarding and accounts receivable in conjunction with FCI via tracking and communication to borrowers. Escalates issues to Loan Operations Manager.
  • Extensions Admin – prepares reports on maturing loans and generates/processes extension documents as approved by Loan Operations Manager. Updates software systems for accurate reporting.
  • Notice of Default – prepares and distributes notices related to default and foreclosure as approved by Loan Operations Manager.
  • Team Meeting Participation - participates and reports out in all team meetings on Servicing function.
  • Reporting & Research - researches and reports monthly on loan details/portfolio.
  • Loan CRM expert – assist with build out, implementation, and maintenance of loan software system. Ensures loan processing software and systems are updated, accurate, and maintained.
  • Loan Payoff – assists with loan payoff tasks and reports.

3. General/Ad-Hoc:

  • May perform special projects, research, and analysis as requested regarding loan operations.
  • Performs other related duties as assigned.

Requirements:

  • Minimum one (1) year of loan servicing experience is required;
  • High school diploma or GED required
  • Strong organizational skills and attention to detail;
  • Ability to prioritize, meet deadlines, and perform well in fast-paced environment;
  • Strong verbal, written, and oral communication skills;
  • Strong analytical and problem-solving skills;
  • Proficient with Microsoft Office Suite
  • Experience with loan CRM software; preferably The Mortgage Office
  • Maintain regular attendance and punctuality relative to daily work schedule is required.

Benefits:

  • Insurance benefits eligible (medical, dental, vision, group life)
  • 401k eligible (4% employer match, immediately vested)
  • Paid Time Off / Holidays (9 standard + 2 floating)
  • Open to hybrid work location arrangement

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