Remote Loan Servicing Specialist - Client Success Support

Eddy; Atlanta (GA); Remote; USD 65,000 - 80,000; Full time

Job summary

Trophy Point Capital is seeking a highly organized Loan Servicing Specialist to support our Client Success team and manage the post-close lifecycle of loans. The role emphasizes keeping tasks, deadlines, and records organized and on track, with independence and reliability in a remote US setting.

You will back two Account Managers with daily servicing activities including payoffs, draws, extensions, insurance, and routine communications, while using AI to streamline repetitive workflows and

Qualifications

• 1–3 years of experience in administrative support or related roles.
• Experience supporting U.S.-based managers is preferred.
• Familiarity with loan servicing terms such as payoffs and extensions is a plus.

Responsibilities

• Provide daily loan servicing support to Client Success Account Managers, including payoffs, draws, extensions, insurance, and loan boarding.
• Manage inboxes, calendars, tasks, and follow-ups to ensure items are completed on time.
• Monitor workflows, flag overdue items and deadlines, and prepare meeting agendas and recaps.
• Maintain loan records and trackers with clear owners and due dates.
• Draft routine communications for Account Manager review and improve processes with AI tools.

Skills

Administrative support

Virtual assistance

English communication

Organizational skills

Follow-up

Tools

Google Workspace

HubSpot

Todoist

Asana

Job description

Trophy Point Capital is seeking a highly organized Loan Servicing Specialist to support our Client Success team and manage the post-close lifecycle of loans. The role emphasizes keeping tasks, deadlines, and records organized and on track, with independence and reliability in a remote US setting.

You will back two Account Managers with daily servicing activities including payoffs, draws, extensions, insurance, and routine communications, while using AI to streamline repetitive workflows and