Sr. Loan Servicing Specialist- Temporary Assignment
CalPrivate Bank•San Diego, CA
1d
About The Position
Responsible for performing a variety of servicing functions for all loan types including conventional and SBA. Performs loan boarding, maintenance, advances, payments and construction disbursements. Provide all necessary support to Lending department to originate and manage existing portfolio.
Requirements
- The employee must have a minimum of 3 years loan servicing experience.
- Computer skills required include good working knowledge of Microsoft Word, Excel and Outlook.
- ICore system knowledge a plus.
- Must have prior experience in reviewing new and renewing commercial loans, post boarding & funding for approval, completeness and accuracy.
- Callback commercial loans by comparing systems posting against credit approval and documentation.
- Good mathematics, reasoning, oral comprehension skills
- Excellent organizational and time management skills
- Excellent oral and written communications skills
- Active listener
- Must consistently provide the highest level of customer service
- Must possess a positive, can-do attitude
Nice To Haves
- ICore system knowledge a plus.
Responsibilities
- Board complex loans
- Post boarding callback of new and renewing loans.
- Review DCI iCore system to ensure data integrity by comparing the boarded loan against the Credit Memo approval and loan documentation to ensure accuracy.
- Daily report reviews and callback of daily loan servicing maintenance and transaction postings.
- Tracks corrections by assigning to responsible party and monitoring timely correction of the same.
- Flood Insurance Tracking
- Escrow/Impound accounts monitoring and disbursement
- Loan Maintenance for all loan types on existing platform
- Rate maintenance
- General ledger balancing
- GL Monthly/Quarterly Certifications
- Monitor and process special handling accounts
- Timely 1502 report preparation/remittance
- Prepares, review and/or approve Demands for payoffs
- Performs commercial loan servicing duties, including but not limited to payments, advances, construction disbursements, payoffs.
- Participated Loan Servicing
- Process verification of credit
- Takes customer calls and internal inquiries from other departments and branches.
- Special projects as assigned
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
