Detail-Oriented Loan Servicing Specialist

Exchange Bank; Santa Rosa (CA); On-site; USD 30,000 - 41,000; Full time

Job summary

Exchange Bank is seeking a Loan Servicing Specialist in Santa Rosa, CA to provide professional support to customers and internal teams. You will process payments, payoff requests, verify mortgage information, and balance GL accounts while maintaining data accuracy and compliance with bank policies.

The role emphasizes attention to detail, effective communication, and timely servicing of loan accounts, with a focus on customer satisfaction and regulatory adherence.

Qualifications

• Knowledge of core loan servicing systems (FIS/IBS).
• Understanding of consumer, residential, commercial, and other loan products.
• Proficiency with standard office software and documentation.

Responsibilities

• Provide professional, accurate service via phone, email, and other channels.
• Process loan payments, payoff requests, and related transactions per policy.
• Review daily reports and post loan servicing data accurately.
• Balance monthly loan-related general ledger accounts and research discrepancies.
• Handle mortgage verification requests and respond to credit questions per requirements.
• Collaborate with team and escalate issues to ensure timely resolutions.

Skills

FIS/IBS knowledge

Loan servicing basics

Office software

Attention to detail

Communication skills

Education

High school diploma

Tools

MS Office

Job description

Exchange Bank is seeking a Loan Servicing Specialist in Santa Rosa, CA to provide professional support to customers and internal teams. You will process payments, payoff requests, verify mortgage information, and balance GL accounts while maintaining data accuracy and compliance with bank policies.

The role emphasizes attention to detail, effective communication, and timely servicing of loan accounts, with a focus on customer satisfaction and regulatory adherence.