Position Summary

We are seeking a detail-oriented Servicing Specialist to join our Loan Servicing team. This role is responsible for managing the full-loan servicing cycle for real estate investors. The ideal candidate will possess strong financial reconciliation skills and exceptional customer service. This position is a critical point of contact for our borrowers and internal stakeholders, handling everything from daily servicing activities to managing loan extensions and coordinating investor exits.

Key Responsibilities

• Manage the full loan servicing cycle, including onboarding, payment processing, escrow tracking, extensions, and exits.
• Perform daily financial reconciliation of loan payments, payoffs, escrow balances, and disbursements.
• Serve as a primary point of contact for real estate investors throughout the servicing lifecycle.
• Coordinate loan extensions, maturity management, and exit strategies in collaboration with underwriting and asset management teams.
• Respond to borrower and investor inquiries by phone and email with professionalism, empathy, and accuracy.
• Document all servicing activities in the loan management system, ensuring compliance with internal policies and industry regulations.
• Proactively identify and escalate servicing issues or risks.
• Maintain a high level of service and communication in high-pressure or time-sensitive situations.

What We Offer

• Competitive salary and performance bonuses
• Medical, dental, and vision insurance
• 401(k) plan, Paid time off and company holidays
• A fast-paced, supportive, and collaborative team environment

Qualifications

• 2+ years of experience in lending is required with private lending industry experience a plus.
• Strong understanding of investor loan products, draw schedules, and servicing processes.
• Proven expertise in financial reconciliation and managing payment workflows.
• Experience supporting borrowers through loan extensions and payoff/exit transactions.
• Excellent verbal and written communication skills; must be confident and clear on the phone.
• Highly organized with strong attention to detail and the ability to manage multiple tasks under pressure.
• Familiarity with loan servicing platforms, CRM systems, and Microsoft Excel.
• Asset management experience is a plus.

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