Entry Level Loan Specialist

AppleOne Employment Services; El Monte (CA); On-site; USD 29,000 - 33,000; Full time

Job summary

AppleOne Employment Services in El Monte, CA is seeking an Entry Level Loan Specialist for a contract role. The position supports loan servicing operations, including setting up borrower records, processing payments, reconciling GL activity, and performing loan maintenance tasks.

Training is provided for applicants with accuracy and professionalism and a willingness to learn. The role offers exposure to regulatory compliance processes and internal customer support in a structured, team-oriented

Qualifications

• Associate degree preferred, or equivalent work experience.
• Minimum 1 year of relevant banking or loan servicing exposure.
• Data entry and office experience required.
• Strong attention to detail and accuracy with financial data.

Responsibilities

• Create CIS records for new borrowers and support Beneficial Ownership requirements.
• Review Beneficial Ownership Certifications for accuracy and follow up with internal customers.
• Reconcile General Ledger activity related to invoices, payments, wires, and suspense.
• Process standard loan payments, CIS updates, and non-monetary loan maintenance.
• Respond to internal inquiries and support end-of-day balancing.
• Prepare management reports for compliance and GL certification.

Skills

CIS records

Loan payments

General Ledger

Compliance reports

Data entry

Education

Associate degree

Tools

Microsoft Office

Job description

Job Summary

We are seeking an Entry Level Loan Specialist for a contract opportunity in El Monte, CA. This role is a great fit for candidates with data entry, office, banking, or loan operations experience who are looking to build a career in banking and consumer lending.

The Loan Servicing Specialist I will support loan servicing operations by setting up customer information records, processing standard loan payments, reconciling general ledger activity, and completing loan maintenance transactions. Training is available for candidates who bring strong accuracy, professionalism, and a willingness to learn.

This opportunity offers exposure to important banking operations, regulatory compliance processes, and internal customer support in a structured, team-oriented environment. Candidates who enjoy detail-focused work, problem solving, and working with financial data can gain valuable hands-on experience in loan servicing.

Key Responsibilities

• Create CIS records for new borrowers and support Beneficial Ownership requirements.
• Review Beneficial Ownership Certifications for accuracy and follow up with internal customers to support regulatory compliance.
• Reconcile General Ledger activity related to invoices, payment processing, wires, and suspense accounts.
• Process standard loan payments, fee assessments, CIS updates, and non-monetary loan maintenance changes.
• Respond to internal inquiries, perform transaction callbacks as needed, and support end-of-day balancing.
• Prepare management reports for compliance and General Ledger certification activities.

Compensation and Benefits

• Pay rate: $22 per hour.
• Job type: Contract/Temporary.
• Location: El Monte, CA.

Required Qualifications and Skills

• Set up CIS records and maintain borrower-related loan servicing data.
• Process standard loan payments, wires, fee assessments, and loan maintenance transactions.
• Reconcile General Ledger activity and support end-of-day balancing.
• Prepare compliance and certification reports while responding to internal inquiries.
• Minimum 1 year of work experience, preferably in banking.
• Associate degree preferred, or equivalent work-related experience.
• Data entry and office experience required for candidates seeking training in loan servicing.
• Proficiency with Microsoft Office.
• Strong attention to detail and accuracy when working with financial transactions and records.
• Good written and verbal communication skills.
• Ability to adapt quickly to change and perform effectively in a fast-paced environment.
• Ability to build effective internal working relationships and resolve issues professionally.

Preferred Qualifications

• Loan system experience preferred.
• Banking, loan servicing, mortgage operations, or consumer lending experience preferred.
• Experience with General Ledger reconciliation, payment processing, or regulatory documentation is a plus.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.