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Loan Specialist

Job ID: 1722428
OA Reference: RF.BKC

  • $47,800 to $52,000
  • Dublin, 94568

The Loan Servicing Specialist performs a variety of duties related to all phases of call center operations and loan servicing including, but not limited to taking inbound client telephone calls related to loan and mortgage products, identifying referral opportunities, cross-selling additional products and services, outbound calls, follow up, research and problem solving, email and administrative tasks and attending meetings, trainings and coaching sessions.

PREFERS CANDIDATES BILINGUAL IN SPANISH

Role and Responsibilities

Assist clients with their mortgage needs via phone and email; high volume call center
Maintain call volume standards and procedures in a timely manner
Verify loan documents, draft loan transactions and online technical support
Assist clients using automated online payments
Assist in the setup of customers' escrow account payments, update customer profiles

Minimum Qualifications

High School Diploma or equivalent work related experience
1+ year previous Call Center/Customer Service Experience (Call Center experience not required but preferred)
1+ year previous banking experience preferred
Professional written and verbal communication skills
Problem solving skills
Ability to work accurately in a fast paced environment
Maintain flexibility in schedule with business needs; proven excellent attendance
Excellent interpersonal skills and positive attitude
Experience working with a Windows-based computer environment, working knowledge of Microsoft Office


EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

(none specified)

AppleOne Representative Contact Info

Account Executive:
Rosie
Branch Phone:
Location:
Pleasanton, CA