CareerPlan

Loan Servicing Team Lead

El Monte, CA, USFull-time$62k2026-10-14 → 2026-11-09
No visa sponsorship

Core

Lead complex loan servicing activities, research, compliance, and quality control for a team of specialists.

Role type

Senior IC loan servicing team lead

Builds

Loan servicing workflows and compliance adherence

Domain

Banking / Financial Services

Required skills

Loan servicing expertise, BSA/AML/OFAC regulatory knowledge, loan system proficiency, advanced Excel, team leadership, quality control review, process improvement, UAT execution

Preferred skills

Finance or Accounting degree, experience leading 3-4 staff members

Technologies

Loan systems, Microsoft Office (Advanced Excel)

Responsibilities

Assign and ensure timely completion of daily team tasks; manage and review complex loan servicing inquiries; review and process charge-off transactions and reconcile GL accounts; provide training and development support; update procedures to improve operational efficiency; perform User Acceptance Testing (UAT); maintain regulatory compliance knowledge; serve as backup for supervisor during absences or peak times.

Seniority

Senior, hands-on IC with team leadership