Loan Servicing Specialist

Chicanos Por La Causa, Inc. (CPLC); Phoenix (AZ); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Generous Paid Holiday

Paid Time Off & Paid Sick Days

Medical, Dental, and Vision benefits

401(k) Retirement Plan

Job summary

Chicanos Por La Causa, Inc. (CPLC) seeks a Loan Processor to provide customer service and manage loan documentation efficiently. The role requires maintaining communication with borrowers and ensuring compliance with guidelines throughout the loan process.

Candidates should possess at least a High School Diploma or GED, with a preference for those having a Bachelor’s degree and a minimum of two years of experience in loan processing. Bilingual proficiency in Spanish and English is essential.

Benefits include health insurance, paid time off, and a 401(k) retirement plan.

Qualifications

• Minimum of two years of experience in loan processing and accounting.
• Bilingual in Spanish and English is required.

Responsibilities

• Provide customer service to the borrower throughout the loan process.
• Review and submit loan documents to meet closing conditions.
• Coordinate closing schedules with title companies.
• Prepare loan documents and conduct site visits.

Skills

Bilingual in Spanish and English

Loan processing experience

Customer service skills

Education

High School Diploma or GED

Bachelor’s degree or equivalent experience

Job description

CPLC Prestamos is an award-winning Community Development Financial Institution (CDFI) and Community Development Entity that has provided small business loans and high-quality technical support services to business owners in underserved communities since 1980. The organization offers loan products, business consulting services, and investment opportunities across Arizona, California, Nevada, New Mexico, and Texas.

Position Summary

Provide customer service to the borrower from the beginning to the end of the loan term. Review and submit loan documents to ensure they meet closing conditions and comply with guidelines, policies, and procedures. Coordinate the closing schedule with the title company and provide settlement documents for review and approval.

Job Responsibilities and Competencies

• Perform Tickler Report maintenance changes for collateral, financial, tax returns, insurance, UCC searches, contracts, etc.; record additions, modifications, and deletions accurately.
• Monitor delinquent taxes by reviewing Tax Service reports; prepare letters to customers, update contact logs, maintain support, and report findings to the Portfolio Manager; certify processes quarterly.
• Manage, assist, and respond to internal and external customer inquiries via telephone or email in a timely and accurate manner.
• Maintain, prepare, and track UCC continuation financing statements.
• Ensure the Tickler Report is updated to reflect appropriate dates for review.
• Monitor the Tickler Report and ensure UCC filings are properly tracked and reported to the Portfolio Manager, Senior Credit Officer, and Vice‑President.
• Prepare quarterly and annual reviews for the Portfolio Manager and Senior Credit Officer.
• Prepare loan documents.
• Conduct site visits to businesses.

Minimum Qualifications and Competencies

Education / Background: High School Diploma or GED; minimum of two years of experience in loan processing and accounting or an equivalent combination of education and experience. A Bachelor’s degree or an equivalent combination of job experience and education is preferred.

Other Requirements

• Must be able to work in the office three times a week.
• Bilingual in Spanish and English (required).

Benefits

• Generous Paid Holiday
• Employee Recognition Program
• Paid Time Off & Paid Sick Days
• Free Preventative Services & Wellness Rewards
• Medical, Dental, and Vision for spouse/domestic partner & children to age 26
• Health Savings Account & Flexible Spending Account
• Life + Disability options
• Employee Assistance Program
• Telemedicine & Concierge Services
• 401(k) Retirement Plan
• Pet Care and Life Mart Purchase Discounts
• Tuition Reimbursement for qualifying degrees
• Mileage & Cell Reimbursement for qualifying roles
• Identity Theft Protection & Voluntary Benefits

Equal Opportunity Employer

Chicanos Por La Causa, Inc. is an Equal Opportunity Employer. We value diversity and are committed to fair hiring practices. For more information, visit EEOC Poster. California residents and transitional low‑income job seekers are considered applicants with a criminal history in accordance with the California Fair Chance Act. Find out more at the Civil Rights Department Fair Chance Act webpage.