Senior Portfolio Servicing Specialist
About the role
The Senior Portfolio Servicing Specialist at San Francisco Federal Credit Union (SFFedCU) provides hands-on operational and customer support to ensure smooth day-to-day operations within the Lending Department. This role supports real estate, consumer, commercial, and future portfolio servicing functions.
Responsibilities
- Perform daily operational and administrative activities supporting real estate, consumer, commercial, and future portfolio servicing functions
- Process and coordinate loan servicing activities, including loan maintenance, member servicing requests, payoff support, escrow-related support, insurance servicing, and other post-closing servicing functions
- Provide timely, accurate, and professional service to members, business partners, and vendors while ensuring an exceptional member experience
- Maintain accurate loan records, files, and servicing documentation in accordance with policies, regulatory requirements, and record retention standards
- Develop, document, and maintain servicing procedures, job aids, and operational workflows to support standardized servicing practices
- Aid in knowledge transfer and onboarding of new servicing staff as the department expands
- Monitor servicing work queues, prioritize requests, and ensure established service level agreements (SLAs) are achieved
- Identify operational risks, process improvement opportunities, and workflow efficiencies; recommend and assist with implementation of enhancements
- Support internal audits, external examinations, and quality assurance reviews by maintaining appropriate documentation and providing requested information
- Collaborate with business partners to support servicing initiatives and resolve complex servicing issues
- Follow established procedures and escalate exceptions, operational risks, or member concerns appropriately
- Participate in departmental projects, system implementations, testing, and continuous improvement initiatives
Requirements
- High school diploma or equivalent required
- 4+ years of relevant experience in Loan Servicing
- Strong attention to detail and organizational skills
- Ability to follow defined processes and meet deadlines
- Basic proficiency with Microsoft Office / Google Workspace and/or HRIS systems
- Ability to work scheduled hours, including overtime as needed
Preferred Qualifications
- Experience in financial services, credit union, or regulated environment
- Familiarity with systems such as Keystone, Paycom, core banking platforms
Skills & Competencies
- Reliability & accountability
- Time management & prioritization
- Clear written and verbal communication
- Team collaboration
- Problem-solving
- Member / customer focus
Benefits
The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.
Pay
Compensation details are confidential and not specified in the job posting.
Schedule
Schedule details are confidential and not specified in the job posting.
Qualifications
Qualification details are confidential and not specified in the job posting.
Skills
Skills details are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and not specified in the job posting.
Skills
Details about skills are confidential and not specified in the job posting.
Benefits
Details about benefits are confidential and not specified in the job posting.
Pay
Details about pay are confidential and not specified in the job posting.
Schedule
Details about schedule are confidential and not specified in the job posting.
Qualifications
Details about qualifications are confidential and