Loan Servicing Coordinator
Job Description
Temp to Hire
$35.50 - $41.00/hr
Monday - Friday 8:00am - 5:00pm
100% Onsite
Must have experience with FIS or Horizon banking software for boarding loans
Experience with SBA1502 Reporting highly preferred
JOB SUMMARY:
Commercial bank located in Irvine is seeking Loan Servicing Coordinators to join their team! You will be responsible for reviewing closed loan documents for accuracy, missing documents, proper signatures, dates and other relevant data and enter information into tracking software; review other legal documents as needed, image and index all loan files and proof unloaded loans; maintain an accurate filing system of all notes and credit files; reconcile loan disbursements; and compose and send routine correspondence and reports as needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- May complete callback of daily loan system reports to ensure proper payment posting, exception corrections and loan data.
- Review tickler reports to ensure collateral insurance and other ticklers are being monitored and followed, including, but not limited to, receiving collateral.
- “Board the loan” onto the loan system, ensuring that the appropriate information is entered in the correct system fields (ticklers, flex date fields, addenda’s, etc.).
- Disburse loan proceeds and fees paid per Disbursement Authorization.
- Prepare are modification loan documentation on Laser Pro as assigned by Supervisor.
- Secures collateral and other documentation in safekeeping (documentation file). Prepares and manages credit and non-negotiable document files.
- Processes loan payments, loan draws and advances, including, but not limited to Construction advances.
- Process Participation payments/advances and forward to appropriate participant per Participation Certificate.
- May be required to process Guidehouse SBA 1502 Report.
- Maintains record keeping for loan system, which may include balancing loan activity, preparing general ledger entries, verifying data entry, and correcting any errors or maintenance issues.
- Maintain credit files in an up-to-date condition. Manage file systems of retention storage and other related matters.
- Handle incoming mail, including but not limited to, receiving, sorting, copying, and filing.
- Quotes loan balances, payoffs and payment information to customers, lending officers and processors.
- Process paid loans, including, but not limited to, Customer letter, “release” collateral.
- Reply to Demands for Payoff. (First Notify Loan Officer following that a demand has been received).
- Responds and researches exceptions reported by loan officers/loan processors; responds to customer inquiries.
- Responds to credit verification and payoff requests.
- May process charge-offs or non-accrual loans; maintains accurate records on non-accrual billed loans.
- Prepare are modification loan documentation on Laser Pro as assigned by Supervisor.
REQUIRED SKILLS AND ABILITIES:
- Computer skills to include use of Microsoft Office products, Laser Pro and other programs as required.
- Strong mathematical ability.
- Strong analytical skills, time management, and organizational skills. Ability to handle detail-oriented transactions.
- Excellent written and verbal communication skills, attention to detail and follow-through.
- Outstanding interpersonal skills, dedication to teamwork, and enjoys working closely with others.
- Ability to interact with coworkers, follow directions and work rules, and accept constructive feedback.
Education/Licenses/Work Experience:
- High school diploma or GED equivalent required.
- Three to five years’ experience in banking/lending.
- Experience in a Note Department of a commercial bank, preferred.
Work Environment
- Standard office environment with a moderate noise level.
Physical Demands
The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
- Prolonged periods sitting at a desk and working on a computer.
- Remain in a stationary position for sustained periods of time.
- Occasionally move about inside the office to access filing cabinets and/or other office machinery.
- Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery.
- Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer.
- Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers.
- Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading.
- Regularly required to communicate verbally with employ
Meet Your Recruiter
Kyle Webb
Recruiter
Since joining Marquee Staffing in 2022, Kyle has played an integral role in supporting recruitment efforts across a diverse range of industries, including accounting, finance, procurement, manufacturing, design, and IT. He is passionate about connecting the right talent with the right opportunities and is skilled in understanding both client expectations and candidate goals.
Kyle takes a thoughtful, people-first approach—carefully assessing each applicant’s skill set and career aspirations to ensure the best possible fit. He prides himself on helping candidates take the next step in their career journey while meeting the evolving needs of Marquee’s clients.
Before launching his career in recruiting, Kyle spent six years in the service industry as a barista and waiter, where he developed his strong communication and interpersonal skills. He holds a Bachelor's degree in Psychology from California State University, Long Beach.
Outside of work, Kyle enjoys playing card games and building model kits.
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