online banking

Login

CalPrivate Login Image

additional service logins

Skip to main content

Loan Servicing Specialist - Mission Valley

Business Unit:

Loan Administrator

Job Summary:

Responsible for performing a variety of servicing functions for all loan types including conventional and SBA including boarding, maintenance, advancing and tracking. Provides all necessary support of as well as special projects as assigned.

 

Duties and Responsibilities:

  • Insurance tracking for property/liability/personal property, etc.
  • Performs commercial loan servicing duties, including but not limited to payments, advances, construction disbursements, payoffs.
  • Takes customer calls and internal inquiries from other departments and branches.
  • Loan Maintenance for all loan types on existing platform
  • Boarding Non-Complex loans
  • Monitor and review reports
  • Process Paid Notes and Reconveyances
  • Process Verification of Credit
  • Correspondence/Mail
  • Return Mail
  • Miscellaneous tasks as assigned
  • Special projects as assigned

 

BSA/AML/Compliance Responsibilities:

This position includes direct or indirect interaction with customers and other team members and therefore includes responsibilities relating to BSA/AML. The employee may have opportunity to examine and view information and documents produced by other team members of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.

 

Qualifications:

  • The employee must have a minimum of 2 years loan servicing experience. Computer skills required include good working knowledge of word processing and spreadsheet applications.

 

Skills Needed:

  • 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

 

Competencies:

  • Identify and resolve problems in a timely and accurate manner
  • Gather and analyze information prior to completing a task
  • Takes ownership of tasks, including follow through to completion
  • Possess a willingness to do what it takes to get the job done
  • Strong ability to multi-task and manage shifting priorities and accomplish tasks accurately and in a timely manner
  • Understands and applies the appropriate level of urgency to job/tasks and meets tight deadlines
  • Ability to effectively present information and respond to questions from other team members, managers, Clients, customer and vendors
  • Responds well to questions and relays answers clearly with a high degree of professionalism
  • Strong ability to exercise/demonstrate good judgement and sound decision making
  • Can prioritize projects and shift attention among changing tasks and priorities.
  • Included appropriate people in decision-making
  • Actively contributes to building a positive team spirit
  • Balances team and individual responsibilities

 

Physical Demands:

  • While performing the duties of this job the employee is frequently required to sit, stand, use hands to finger, handle, or feel, reach with hands or arms and talk or hear. The employee is occasionally required to walk, climb or balance and stoop, kneel, crouch or crawl. The employee must occasionally lift, and/or move up to 25lbs. Specific vision abilities required by this job include close vision and the ability to focus.