Loan Servicing Specialist

Job Description

Our client, a highly entrepreneurial and growing private lender expanding in Orange County seeks a diligent Loan Servicing Specialist to support the company's Chief Financial Officer (CFO) in a 50 / 50 blended role comprised of :

1. The administrative and financial tasks necessary for successfully servicing their diverse CRE & residential loan portfolios - in-house and 3rd party

2. Varied Analyst-level duties related to FP&A, individual loan & portfolio underwriting analysis, systems / platform management + improvement, and special projects

The ideal candidate has 3 years' experience in loan servicing, who has hit their ceiling in their current role as a loan servicer, and wants to learn more about the full-spectrum of finance in CRE. It's a rare opportunity to be mentored by a CFO, learn and diversify your skillset, and grow along with the company in this newly-created role.

This role is based out of the company's beautiful + conveniently located office located in Costa Mesa, with a hybrid schedule of Monday, Tuesday, & Thursday in-house from 9am-5pm, and Wednesday / Friday worked remotely.

A day in the life of a successful Loan Servicing Specialist includes, but is not limited to :

• Payment Processing : Accurately recording all payments, including complex payoffs
• Funding & Draws : Managing loan fundings and draws with precision and compliance
• Statement & Fees : Preparing & distributing monthly statements for principal, interest, and fees
• Wire Verification : Confirming & inputting borrower account details securely
• Transaction Maintenance : Reconciling servicing transactions with the General Ledger daily
• Inbox Management : Monitoring servicing inbox activity and responding promptly to requests
• Customer Support : Delivering responsive, professional support to borrowers & partners
• Project Support : Contributing to compliance, reporting, and data initiatives
• Team Collaboration : Partnering with Accounting, Finance, and Sales to support operations

Requirements

The ideal Loan Servicing Specialist candidate possesses the following skills & experience :