Loan Servicing Specialist

CRE Recruiting, Inc.; Costa Mesa (CA); Presencial; USD 70.000 - 95.000; Jornada completa

Descripción de la vacante

Zohorecruit seeks a Loan Servicing Specialist to support the CFO in a 50/50 blended role servicing CRE and residential loan portfolios, in-house and with third parties, in Costa Mesa.

The position offers a hybrid schedule with in-office Mondays, Tuesdays, and Thursdays 9am–5pm; Wednesdays and Fridays are remote. Requires 3+ years in loan servicing and a Bachelor's degree preferred; mentorship from the CFO is available to grow your finance skills.

Formación

• Bachelor's degree preferred; 3+ years of loan servicing experience required.
• Proficient with Microsoft Office; familiar with servicing and document imaging systems.
• Clear and professional verbal and written communication.
• Strong multitasking, problem-solving, and attention to detail.
• Adaptable, proactive, and capable of building internal and external relationships.

Responsabilidades

• Process payments and complex payoffs with accuracy.
• Manage loan fundings and draws with precision and compliance.
• Prepare monthly statements for principal, interest, and fees.

Conocimientos

Loan servicing

Microsoft Office

Document imaging systems

Communication

Organization

Relationship building

Educación

Bachelor's degree preferred

Herramientas

Microsoft Office

Document imaging systems

Descripción del empleo

Costa Mesa, United States | Posted on 09/12/2025

Our client, a highly entrepreneurial and growing private lender expanding in Orange County seeks a diligent Loan Servicing Specialist to support the company’s Chief Financial Officer (CFO) in a 50/50 blended role comprised of:

1. The administrative and financial tasks necessary for successfully servicing their diverse CRE & residential loan portfolios – in-house and 3 rd party

2. Varied Analyst-level duties related to FP&A, individual loan & portfolio underwriting analysis, systems/platform management + improvement, and special projects

The ideal candidate has 3 years’ experience in loan servicing, who has hit their ceiling in their current role as a loan servicer, and wants to learn more about the full-spectrum of finance in CRE. It’s a rare opportunity to be mentored by a CFO, learn and diversify your skillset, and grow along with the company in this newly-created role.

This role is based out of the company’s beautiful + conveniently located office located in Costa Mesa, with a hybrid schedule of Monday, Tuesday, & Thursday in-house from 9am-5pm, and Wednesday/Friday worked remotely.

A day in the life of a successful Loan Servicing Specialist includes, but is not limited to:

• Payment Processing: Accurately recording all payments, including complex payoffs
  
• Funding & Draws: Managing loan fundings and draws with precision and compliance
  
• Statement & Fees: Preparing & distributing monthly statements for principal, interest, and fees
  
• Transaction Maintenance: Reconciling servicing transactions with the General Ledger daily
  
• Inbox Management: Monitoring servicing inbox activity and responding promptly to requests
  
• Customer Support: Delivering responsive, professional support to borrowers & partners
  
• Project Support: Contributing to compliance, reporting, and data initiatives
  
• Team Collaboration: Partnering with Accounting, Finance, and Sales to support operations

Requirements

The ideal Loan Servicing Specialist candidate possesses the following skills & experience:

• Education & Experience: Bachelor's degree preferred; 3+ years of loan servicing experience required
  
• Technical Skills: Proficient with Microsoft Office; familiar with servicing and document imaging systems
  
• Communication: Clear and professional verbal and written skills
  
• Organization & Detail: Strong multitasking, problem-solving, and accuracy
  
• Work Style: Adaptable, proactive, and able to build strong internal and external relationships