Loan Servicing Specialist

Job Responsibilities

• Review and submit loan documents to ensure they meet closing conditions and comply with guidelines.
• Coordinate the closing schedule with the title company and prepare a settlement document for review and approval.
• Perform Tickler Report maintenance, ensuring additions, modifications, and deletions are properly recorded.
• Monitor delinquent taxes by reviewing Tax Service reports.
• Prepare letters to customers, update contact logs, and maintain appropriate support, reporting findings to the Portfolio Manager.
• Certify the process quarterly.
• Manage, assist, and respond to internal and external customer inquiries via telephone or email, providing timely and accurate responses.
• Maintain, prepare, and track UCC Continuation financing statements.
• Ensure the Tickler Report is updated to reflect appropriate dates for review.
• Monitor the Tickler Report and ensure UCC filings are properly tracked and reported to the Portfolio Manager/Senior Credit Officer/Vice-President.
• Prepare quarterly and annual reviews for the Portfolio Manager & Senior Credit Officer.
• Site Visit to Businesses.

Minimum Qualifications

• High School Diploma or General Education Degree (GED); minimum of 2 years of experience in loan processing and accounting or an equivalent combination of education and experience.
• Bachelor’s degree or equivalent combination of job experience & education, preferred.
• Able to work in the office 3 times a week.
• Bilingual (Spanish/English) required.

Benefits

• Generous Paid Holiday
• Employee Recognition Program
• Paid Time Off & Paid Sick Days
• Free Preventative Services & Wellness Rewards
• Medical, Dental, and Vision for Spouse/Domestic Partner & Children to age 26
• Health Savings Account & Flexible Spending Account
• Life + Disability options
• Employee Assistance Program
• Telemedicine & Concierge Services
• 401(k) Retirement Plan
• Pet Care, Life Mart Purchase Discounts
• Tuition Reimbursement for qualifying degrees
• Mileage & Cell Reimbursement for qualifying roles
• Identity Theft Protection
• Voluntary Benefits

About CPLC Prestamos

CPLC Prestamos is an award-winning Community Development Financial Institution (CDFI) and Community Development Entity that has provided small business loans and high-quality technical support services to business owners in underserved communities since 1980. CPLC Prestamos now offers loan products, business consulting services, and investment opportunities in Arizona, California, Nevada, New Mexico, and Texas.