Loan Servicing Administrator

La Mesa, CA

Position/Title: Loan Servicing Administrator

Reporting to: Loan Operations Manager

Type: Exempt Salary Position

Location: The Bank’s Carlsbad office, located at 703 Palomar Airport Road, Suite 165, Carlsbad, CA 92011 - Option to work Hybrid/Remote Schedule

Responsibilities:

  • Review daily system reports
  • Perform Callbacks on Daily Transactions
  • Perform Callback on Boarded Change in Terms 
  • Ensure Tickler Report stays up to date
  • Ensure Collateral Tracking Report is up to date 
  • Approve Payoff Request forms
  • Review and verify loan documentation for accuracy 
  • Prepare Monthly General Ledger certifications
  • SBA 1502 7A Reporting and Payment Remittance
  • SBA 7A New Loan and 75% Guaranteed Loan Booking 
  • File and update system for UCC Continuations
  • Quarterly Cal Southern Reporting
  • Prepare loans to be pledged to FHLB 
  • Confirm Held Collateral
  • Participation Loan Audits
  • Paid off Loans Collateral Release and Report up to date
  • Flood Insurance Renewals confirmed and obtained
  • Research and answer Client inquiries of loan related issues
  • Collaborate with Loan Operations Manager for improved efficiency ideas and implementations