Loan Processing & Servicing Specialist

Socket.dev; Santa Barbara (CA); On-site; USD 77,311,000 - 118,914,000; Full time

Job summary

Socket.dev in Santa Barbara, CA is seeking a Lending Specialist to provide prompt, high-quality customer service and support loan processing, documentation, and portfolio management across branches.

You will prepare loan worksheets, review entity docs, coordinate signings, maintain electronic loan files, ensure collateral perfection, and handle servicing, covenants, and inquiries while complying with CIP, AML, and regulatory requirements.

Qualifications

• Experience with loan processing and documentation.
• Strong knowledge of CIP/CDD requirements.
• Excellent organizational and time-management skills.

Responsibilities

• Verify borrower information and supporting docs.
• Prepare loan worksheets and coordinate document prep.
• Manage loan closings and signings.
• Maintain electronic loan files and compliance with BSA/AML.
• Support portfolio management and track post-closing items.
• Notary public services as required.

Skills

Customer service

Loan processing

Notary

Microsoft Office

Attention to detail

Education

High School Diploma

Active Notary Commission

Tools

Laserfiche

Job description

Socket.dev in Santa Barbara, CA is seeking a Lending Specialist to provide prompt, high-quality customer service and support loan processing, documentation, and portfolio management across branches.

You will prepare loan worksheets, review entity docs, coordinate signings, maintain electronic loan files, ensure collateral perfection, and handle servicing, covenants, and inquiries while complying with CIP, AML, and regulatory requirements.