Loan Servicing Specialist

ABOUT CPLC

Prestamos is an award-winning Community Development Financial Institution (CDFI) and Community Development Entity that has provided small business loans and high-quality technical support services to business owners in underserved communities since 1980. CPLC Prestamos now offers loan products, business consulting services and investment opportunities in Arizona, California, Nevada, New Mexico and Texas.

POSITION SUMMARY

Provide customer service to the borrower from the beginning to the end of the loan term. The job involves reviewing and submitting loan documents to ensure that the documents meet the conditions of closing and are in compliance with closing guidelines, policies, and procedures. Coordinates the closing schedule with the title company and provides a settlement document for review and approval.

JOB RESPONSIBILITIES AND COMPETENCIES

Perform Tickler Report maintenance changes for collateral, financial, tax returns, insurance, UCC searches, contracts, etc. ensuring additions, modifications, and deletions are properly recorded. Monitor delinquent taxes by reviewing Tax Service reports. Prepare letters to customers, update contact log, maintain appropriate support, and report findings to Portfolio Manager. Certify process quarterly. Manage, assist and respond to internal and external customer inquiries via telephone or email timely and accurately. Maintain, prepare, and track UCC Continuation financing statements. Ensure the Tickler Report is updated to reflect appropriate dates for review. Monitor the Tickler Report and ensure UCC filings are properly tracked and reported to the Portfolio Manager/Senior Credit Officer/Vice-President. Prepare quarterly and annual reviews for the Portfolio Manager & Senior Credit Officer. Prepare loan documents. Site Visit to Businesses.

MINIMUM QUALIFICATIONS AND COMPETENCIES

Education /

Background:

High School Diploma or General Education Degree (GED); minimum of 2 years of experience in loan processing and accounting or an equivalent combination of education and experience. Bachelor's degree or equivalent combination of job experience & education, preferred.

Other requirements:

Able to work in the office 3 times a week Bilingual (Spanish/English) required

BENEFITS

We recognize that our success is driven by great talent, and that's why we provide a comprehensive and competitive suite of benefits: Generous Paid Holiday Employee Recognition Program Paid Time Off & Paid Sick Days Free Preventative Services & Wellness Rewards Medical, Dental, and Vision for Spouse/Domestic Partner & Children to age 26 Health Savings Account & Flexible Spending Account Life + Disability options Employee Assistance Program Telemedicine & Concierge Services 401(k) Retirement Plan Pet Care, Life Mart Purchase Discounts Tuition Reimbursement for qualifying degrees Mileage & Cell Reimbursement for qualifying roles Identity Theft Protection& Voluntary Benefits Chicanos Por La Causa, Inc. is an Equal Opportunity Employer. CPLC knows it takes variety of thought, culture, background, and perspective to create a truly impactful workforce. As CPLC grows, we are seeking talented employees with varying backgrounds, cultures, perspectives, and experiences to support our innovation and creativity. CPLC commits to a continued focus on fair and just hiring, training, promotional practices, and policies. We work for real change and progress in equal opportunity recruitment, hiring, and advancement.

Learn more by visiting https:

//www.eeoc.gov/poster

California Residents :

Chicanos Por La Causa, Inc and its subsidiaries will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. Find out more about the Fair Chance Act by visiting the Civil Right's Department Fair Chance Act webpage.