Loan Servicing Specialist at Servicing Pros in San Diego, California
Disabledperson, Inc
Loan Servicing Specialist
Servicing Pros is a specialized real estate accounting and back-office firm serving private lenders and real estate investment funds across the U.S. We pride ourselves on being highly responsive, detail-oriented, and deeply committed to supporting our clients' success. Our team reflects our clients' values, ensuring that every interaction promotes clarity, confidence, and professionalism.
Position Summary
We are seeking a Loan Servicing Specialist who will be the first point of contact for our clients and their borrowers. You'll be responsible for delivering exceptional service, resolving inquiries, and working closely with our loan servicing teams. This role requires a proactive communicator who is organized, empathetic, and confident in handling complex information in a high-touch, fast-paced environment.
Key Responsibilities
- Serve as the primary contact for client and borrower inquiries via phone and email
- Respond to servicing and fund administration questions clearly and accurately
- Monitor client accounts and communicate updates or issues promptly
- Collaborate internally to ensure accurate and timely follow-up on open requests
- Maintain detailed records of interactions in our CRM and servicing systems
- Identify recurring issues and escalate when appropriate to improve processes
- Support onboarding of new clients and assist with training materials as needed
Qualifications
- 2+ years in a customer service or client-facing role, preferably in financial services, lending, or real estate
- Excellent verbal and written communication skills
- Strong problem-solving and critical thinking abilities
- Comfortable working with financial documents and confidential data
- Tech-savvy; experience with CRM tools, Microsoft Office, and online platforms
- Ability to prioritize and multitask while maintaining attention to detail
- Bilingual (Spanish/English) a plus, but not required
What We Offer
- A mission-driven culture that values people, clarity, and results
- Ongoing training and opportunities for professional growth
- Competitive salary and performance-based bonuses
- Flexible schedule options and a supportive team environment
- A chance to work with an industry leader in private lending support services
Submit your resume and a brief introduction telling us why you're a great fit for Servicing Pros.
Disabledperson, IncVacancy posted 3 days ago
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