Specialty Loan Advisor – Earn Hybrid/Remote Flexibility | High-Performance Servicing Role

Position Summary

The Specialty Loan Advisor (SLA) manages a portfolio of Business Purpose Loans (BPLs) in a fast-paced, performance-driven environment. This role is ideal for professionals who take ownership of their pipeline, thrive in high-volume servicing, and deliver strong customer outcomes through an advisory approach.

Essential Duties And Responsibilities

• Manage a portfolio of Business Purpose Loans by providing consistent, high-quality servicing and support to internal and external stakeholders.
• Serve in an advisory capacity to customers, providing guidance tailored to their unique business needs.
• Handle inbound and outbound calls, as well as email and text communications, to support clients, attorneys, and authorized third parties.
• Perform moderately complex administrative, transactional, and operational tasks including research, analysis, and documentation.
• Generate reports and analyze data to support strategic initiatives and improve customer outcomes.
• Ensure compliance with company policies, procedures, and investor requirements.
• Leverage systems and tools to ensure accuracy, efficiency, and strong customer experience.
• Maintain and exceed production goals (KPIs), with high performers recognized through increased autonomy and flexibility.
• Collaborate cross-functionally to resolve escalations and improve servicing effectiveness.

Qualifications

• 3–5 years of experience in mortgage servicing, contact center, or related roles.
• Working knowledge of Business Purpose Loans (BPLs).
• Strong understanding of escrow, billing, payment histories, and 1098 statements.
• Experience with cross-collateralized servicing and partial lien releases.
• Knowledge of property preservation processes.
• Strong analytical and problem-solving skills with high attention to detail.
• Ability to manage high-volume workload and meet deadlines.
• Excellent communication skills.
• Ability to work independently and in a team environment.
• Strong advisory and relationship management skills.

Education & Experience

• High school diploma or GED required; Associate’s or Bachelor’s degree preferred.
• 2–4+ years of related experience preferred.

Technical Skills

• Proficiency in Microsoft Office (Word, Excel, PowerPoint, OneDrive, Outlook).
• Experience with MSP, Black Knight/LPS, or Sagent preferred.

Work Environment & Flexibility

• This role operates in a performance-driven environment where productivity, quality, and customer outcomes are key measures of success.
• High-performing team members may be considered for hybrid or remote work scheduling based on sustained performance and business needs.

Benefits

• Paid Time Off (PTO)
• Medical, Dental & Vision
• Employee Assistance Program
• Flexible Spending Account
• Health Savings Account
• Paid Holidays
• Company paid Life Insurance
• Matching 401(k) Plan