CareerPlan

Commercial Loan Servicing Specialist II

HQ - San Diego, CA, USFull-time$52k–$64k2026-09-23 → 2026-11-11
Based in United States

Core

Process loan modifications, payments, advances, and reconciliations within the core banking system for commercial lending operations.

Role type

Commercial Loan Servicing Specialist

Builds

Daily/monthly clearing account general ledger reconciliations and loan payoff requests

Domain

Banking / Commercial Lending

Required skills

Loan servicing, financial document review, loan agreement analysis, general ledger reconciliation, core system operations, escrow disbursement, loan boarding, loan document storage, loan insurance tracking, payoff processing

Preferred skills

Bachelor's degree, MS Office, multi-tasking, prioritization, attention to detail

Technologies

Oracle, Core Banking Systems

Responsibilities

Process loan modifications in the core system, Initiate invoice processing through Oracle, Review financial documents and loan agreements, Complete daily/monthly clearing account general ledger reconciliations, Process loan advances and Draws, Process loan payments, Board loans into Core Systems, Escrow disbursements, Loan reconciliations and rate adjustments, Board and track loan insurance, Loan document storage and recall, Prepare loan payoff requests

Seniority

Entry to Mid-level, hands-on IC