The main responsibility of the Loan Servicing Specialist is to maintain a healthy loan portfolio through delivering excellent post-close customer service for both borrowers and investors.

• Track property insurance. Follow up on upcoming insurance expirations and obtain updated policy information.
• Track loan maturities. Follow up on upcoming loan maturities and ensure all approved modifications and extensions executed and processed in a timely manner.
• Payment collection. Follow up on late payments to ensure the loan portfolio maintains a current payment status.
• Review and enter loan draw requests to the internal operating system.
• Manage a loan payoff pipeline by tracking requests and facilitating the preparation of payoff statements in a timely manner.
• Effectively handle borrower escalations and communicate proactively with borrowers to get ahead of issues and protect our track record.
• Provide each borrower with a welcome call upon their loan closing to introduce them to loan servicing.
• Board loans for servicing with our third party loan servicing agent upon loan closing.

Job Competencies:

• Strong organizational and multi-tasking skills
• Exceptional written and oral communication skills
• Highly Proficient in Microsoft Office applications (must be comfortable with Excel)
• 2+ years of experience in a similar customer service position
• Experience with short-term bridge loans or construction loans is a plus
• Experience with real estate renovations and project management is a plus
• General understanding of basic real estate investment concepts (or demonstrated desire to learn)
• Comfortable performing basic math calculations (including but not limited to interest accruals, payment applications, payoff figures)

Ideal Candidate:

• An execution-oriented “one-team” mindset with motivation and scrappiness to achieve objectives
• The ability to multi-task with exceptional time management, prioritization and attention to detail
• The ability to work effectively in a small, relatively unstructured office environment (we have team members that work hybrid and remote)
• Strong self-motivation, are coachable and highly collaborative; they take ownership of tasks and pride in work product; details matter
• Works well in a highly collaborative environment
• Able to consistently perform under pressure with a high degree of accuracy and attention to detail
• 3-5 years of experience in a mortgage loan servicing / asset management position

Education and/or Experience: Degree in business, accounting and/or finance or a related field preferred. Must have a minimum of 2 year’s experience in loan servicing at a bank, mortgage company, or loan servicing company. This is an ideal position for a person who enjoys a high growth, quick paced environment and is comfortable using software to manage their workflow.

Benefits:

• Salary range $70,000-80,000 + Performance based bonus.
• Comprehensive benefits package including health, dental, and retirement plans.
• Opportunities for professional growth and development.
• 3 weeks of company paid vacation + paid holidays
• Collaborative and inclusive work environment.

About TaliMar Financial: TaliMar Financial is a leading Hard Money Lender located in San Diego, CA. We are a close-knit team of results driven professionals in an exciting, high energy environment. If you are ready to work hard in a “team-oriented” environment, come join us.