Senior Portfolio Servicing Specialist
$33.65 - $55.53 per hourSan Francisco Federal Credit Union
Job Details Position: Senior Portfolio Servicing Specialist Location: Golden Gate - San Francisco, CA 94102 Position Type: Full Time Salary Range: $33.65 - $55.53 Hourly About Us With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000 with assets surpassing $1.3billion and branches located in San Francisco and San Mateo County. Continuing along its highly successful growth trajectory, SFFedCU is seeking a Senior Portfolio Servicing Specialist for our Golden Gate Branch in San Francisco. Position Overview The Senior Portfolio Servicing Specialist is responsible for providing hands‑on operational and customer support to ensure smooth day‑to‑day operations within the Lending Department. This role requires attention to detail, strong communication skills, and the ability to manage multiple tasks in a fast‑paced, member‑focused environment. As a non‑exempt position, this role is eligible for overtime in accordance with applicable wage and hour laws. Key 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 Assist with 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 escalat exceptions, operational risks, or member concerns appropriately Participate in departmental projects, system implementations, testing, and continuous improvement initiatives Perform other duties as assigned Required Qualifications 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 Customer‑focused mindset and service orientation Skills & Competencies Reliability & accountability Time management & prioritization Clear written and verbal communication Team collaboration Problem‑solving Member / customer focus Why You’ll Love It Here You’ll work alongside a passionate team in a mission‑driven organization, get exposure to executive decision‑making, and grow your skills across a wide range of functions. No two days will be the same—and that’s exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi‑annual bonuses, and tuition reimbursement. Equal Employment Opportunity Statement SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. #J-18808-Ljbffr San Francisco Federal Credit Union
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