Loan Operations and Administration

Servicing Pros; San Diego (CA); On-site; USD 52,000 - 66,000; Full time

Job summary

Servicing Pros in San Diego is seeking a Loan Operations & Servicing Associate for our Sorrento Valley team. This is an operations-focused role supporting lending and loan servicing activities; you will keep loan files organized, ensure servicing information is accurate, and move new transactions forward.

Ideal candidates have strong attention to detail, good communication, and a willingness to learn. Prior experience in private lending, mortgage, escrow, or loan servicing is a plus, but

Qualifications

• Experience in private lending, mortgage, escrow, title, banking or loan servicing is a plus.

Responsibilities

• Assist with day-to-day loan servicing and loan administration.
• Maintain accurate electronic and physical loan files.
• Update loan information and activity in Salesforce and other systems.
• Assist with onboarding new loans to our third-party servicing company.
• Monitor insurance and other required loan documentation.
• Prepare routine borrower communications and payment reminders.
• Assist with payoff and closed-loan processing.
• Communicate professionally with borrowers, escrow, title and servicing companies.
• Assist with new loan openings and document collection as experience grows.
• Support annual audits and special projects.

Skills

Organized

Detail-oriented

Professional communication

Tech-savvy

Deadline management

Job description

WE ARE ASSISTING ONE OF OUR CLIENTS IN SORRENTO VALLEY IN THIS HIRE. THE JOB LOCATION IS IN SORRENTO VALLEY

San Diego-based private real estate lender looking for a sharp, organized and dependable Loan Operations & Servicing Associate to join a fast paced team.

This is an operations-focused position supporting our lending and loan servicing activities. You'll work with our team to keep loan files organized, servicing information accurate, borrower communications timely, and new transactions moving forward.

We're looking for someone who has strong attention to detail, good common sense, excellent communication skills and a willingness to learn. Previous experience in private lending, mortgage, escrow, title, banking or loan servicing is a plus, but we're willing to train the right person.

What You'll Do

• Assist with day-to-day loan servicing and loan administration.
• Maintain accurate electronic and physical loan files.
• Update loan information and activity in Salesforce and other systems.
• Assist with onboarding new loans to our third-party servicing company.
• Monitor insurance and other required loan documentation.
• Prepare routine borrower communications and payment reminders.
• Assist with payoff and closed-loan processing.
• Communicate professionally with borrowers, escrow, title and servicing companies.
• Assist with new loan openings and document collection as experience grows.
• Support annual audits and special projects.

Who We're Looking For

Someone who is:

• Organized and detail-oriented.
• Professional and comfortable communicating by phone and email.
• Reliable and able to manage deadlines.
• Comfortable learning new technology and systems.
• Able to recognize when something doesn't look right and ask questions.
• Willing to handle both routine tasks and more complex assignments.
• Interested in learning the private lending business.
• Looking for a long-term opportunity to grow with a team.

What This Position Is Not

This is not a loan origination or commission-based sales position.

We're looking for someone who genuinely enjoys the operational side of lending and understands that advancement comes from first mastering the fundamentals. For someone who excels, there is an opportunity to grow into more advanced loan processing and transaction coordination responsibilities.

THIS IS NOT A REMOTE POSITION , SO PLEASE DO NOT APPLY IF YOU ARE LOOKING FOR A REMOTE JOB