Exchange Bank · 21 hours ago
Loan Servicing Specialist
Santa Rosa, CA
Full-time
Onsite
Entry Level
$21.95/hr - $30/hr
1+ years expExchange Bank is seeking a Loan Servicing Specialist to perform routine loan servicing duties. The role includes customer service support, processing transactions, and ensuring accuracy and compliance in loan documentation.
BankingFinanceFinancial Services
Responsibilities
Respond to all customer and Bank inquiries made by phone or email in a timely manner
Research and respond to customer inquiries and resolve customer disputes regarding billing, service, statement errors, and payment processing
Process rejected checks, ACH and loan payments daily as necessary
Order home equity line checks, encode temporary checks and mail welcome letter to customer
Process all payoff funds received
Post all loan payments and payoffs accurately
Review cashiers check receipts for accuracy and ensure there are no missing items
Perform special projects and research as assigned
Perform other duties as assigned
Qualification
Required
Basic knowledge of commercial, real estate and consumer loan documentation, methods and procedures
Basic knowledge of loan documentation regulatory and compliance codes and statutes
Knowledge of modern office administration methods and procedures
Skills operating a personal computer including word processing, spreadsheet and presentation software
Basic mathematical calculation skills
A combination of education and experience equivalent to a high school diploma and 1 year of experience in loan servicing, loan documentation, or banking industry
Company
Exchange Bank
Exchange Bank provides banking and financial services for personal, commercial trust and investment.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
A.J. Vazquez
Branch Manager III, Vice President
Dorothy Rodella
VP & Branch Manager
Recent News
Business Wire
2025-11-24
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2025-10-21
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