Job Details

Portfolio Servicer, Support Staff

  Sterling Pacific Financial     1205 Freedom Blvd  

  Company Website:

Full Time Portfolio Servicer, Support Staff - Watsonville

We are a fast paced private equity lender and asset manager located in Watsonville looking to add a full time member to our team.

Loan Servicing is the documentation, tracking, reporting and follow-up process for the Lending and Funding functions.

The Portfolio Servicer provides direct support to the following functions:

  • Portfolio Operations
  • Loan Processing and Underwriting
  • Loan Funding and Investor Relations

Job Description:

Duties will include some or all of the following:

  • Word processing
  • Scanning and document management
  • Filing
  • Data and file organization
  • Assist management with research and special projects
  • Research
  • Answer and directing phone traffic
  • Insurance expiration tracking
  • General banking responsibilities
  • Receivable postings
  • Performs continued Delinquency Control
  • Prepares annual reviews of existing loans to access covenant compliance
  • Review residential loan files to ensure the completeness of the file, and that all collateral has been properly secured
  • Call on past due loans as assigned by senior management within the loan portfolio, within the servicing guidelines established
  • Send correspondence to customers about their past due loans as warranted according to procedure
  • Maintains credit files in good working order; ensures files are complete with all up to date information
  • Processes lending related payments, disbursements and payoffs
  • Responds to payoff requests and prepares payoff documentation and mortgage releases
  • New loan data entry
  • Processes property tax bills including receipt and disbursements
  • Monitors NSF checks and exceptions reports
  • Balances daily work and filing correspondence
  • Researches and responds to requests for information
  • Performs a variety of daily or monthly duties to include reconciliation of various accounts, handling of participation loan payments and disbursements and insurance tracking
  • Assists investor reporting and remittance duties
  • Performs additional duties as requested.

The perfect candidate will have the following qualities:

  • Great organizational and communication skills
  • The ability to multi-task
  • Ability to manage multiple projects simultaneously
  • A professional and mature presence
  • A self starter with go with the flow capabilities
  • Experience in one of the following areas is a plus:
    • Mortgage lending
    • Real Estate
    • Banking
    • Consumer lending
  • Software experience with the following is required:
    • Microsoft Office

Candidates with backgrounds in real estate, finance or accounting are highly encouraged to apply. This role will include everything from administrative office basics to high impact projects. A team player who can get in and get the job done is needed.

The job requires 40 hours per week with flexibility in schedule ranging from 8:00 am until 6:00 pm, M-F.


Compensation: Depends on experience. FSA and 401K benefits are available.

If you meet the requirements and are interested in exploring this opportunity, please send a cover letter, resume, a short description of how you stay organized and any additional credentials or materials you feel helpful to the email address above. References may be requested and verified.

Do not contact this company in solicitation of any product or service.

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