Loan Servicing Specialist

Job DescriptionOur 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 3rd party 2. Varied Analyst-level duties related to FP&A, individual loan & portfolio underwriting analysis, systems/platform management + improvement, and special projectsThe 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 payoffsFunding & Draws: Managing loan fundings and draws with precision and complianceStatement & Fees: Preparing & distributing monthly statements for principal, interest, and feesWire Verification: Confirming & inputting borrower account details securelyTransaction Maintenance: Reconciling servicing transactions with the General Ledger dailyInbox Management: Monitoring servicing inbox activity and responding promptly to requestsCustomer Support: Delivering responsive, professional support to borrowers & partnersProject Support: Contributing to compliance, reporting, and data initiativesTeam Collaboration: Partnering with Accounting, Finance, and Sales to support operationsRequirementsThe ideal Loan Servicing Specialist candidate possesses the following skills & experience: Education & Experience: Bachelor's degree preferred; 3+ years of loan servicing experience requiredTechnical Skills: Proficient with Microsoft Office; familiar with servicing and document imaging systemsCommunication: Clear and professional verbal and written skillsOrganization & Detail: Strong multitasking, problem-solving, and accuracyWork Style: Adaptable, proactive, and able to build strong internal and external relationships

Created: 2026-04-02