Loan Operations & Documentation Specialist

Axiom-Path; Brea (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Axiom-Path in Brea, California, is seeking an experienced loan support professional for an onsite contract opportunity. The role involves maintaining organized loan files, documenting loan processes, and supporting a financial services team.

Ideal candidates will have 5–7 years of experience in financial services or banking operations, strong attention to detail, and proficiency in Microsoft Office. This structured environment demands efficient administrative support within a fast-paced setting.

Qualifications

• 5–7 years of experience in financial services, banking operations, loan support, or administrative support preferred.
• Familiarity with loan documentation and banking procedures.
• Strong attention to detail with proven ability to maintain accurate records and data.
• Experience using Microsoft Office and document management systems.
• Strong communication, organization, and follow‑up skills.

Responsibilities

• Maintain organized loan files, documentation, applications, and correspondence.
• Review borrower and loan information for completeness and accuracy.
• Update loan systems with status changes and account notes.
• Support loan processors and officers with clerical tasks.
• Perform data entry, scanning, filing, and routine reporting.
• Respond to internal and external inquiries accurately.

Skills

Financial services

Banking operations

Loan support

Administrative support

Attention to detail

Microsoft Office

Document management systems

Strong communication

Job description

Be Part Of A High-Performing Team:

Join a professional banking operations environment supporting loan servicing and client services functions. This team plays an important role in maintaining accurate loan records, organizing documentation, and helping ensure day-to-day loan support activities are completed with precision and efficiency. The work environment is onsite, structured, and detail-driven, with a strong focus on accuracy, organization, and dependable administrative support.

What's In Store For You:

Engagement: W2 only (no C2C/1099)

This is an onsite contract opportunity in Brea, California, supporting a financial services loan operations team. The role offers hands-on exposure to loan documentation, banking procedures, data maintenance, and operational support within a professional financial services setting.

How You Will Make An Impact

• Maintain organized loan files, documentation, applications, and correspondence.
• Review borrower and loan information for completeness, accuracy, and proper documentation.
• Update loan systems with status changes, payment information, and account notes.
• Support loan processors and officers with clerical tasks, follow-ups, and document preparation.
• Perform data entry, scanning, filing, and routine reporting to support daily loan operations.
• Respond to internal and external inquiries in a timely, professional, and accurate manner.

Are you an experienced loan support professional ready to make an impact?

• 5–7 years of experience in financial services, banking operations, loan support, or administrative support preferred.
• Familiarity with loan documentation, loan servicing, and basic banking procedures.
• Strong attention to detail with proven ability to maintain accurate records and data.
• Experience using Microsoft Office and document management systems.
• Strong communication, organization, and follow-up skills.
• Ability to work onsite in a structured, fast-paced administrative environment.
• Comfortable supporting clerical workflows including filing, scanning, reporting, and system updates.