Loan Operations Specialist I (Customer Service)

Title: Loan Operations Specialist I (Customer Service)

Location: Santa Rosa, CA

Salary Range: $22-$28/HR

Job Type

Full-time

Description

The Loan Operations Specialist I provides customer service, administrative, and clerical support to the Lending Department. This role processes routine loan transactions, responds to customer and internal inquiries, and supports daily departmental operations. The incumbent ensures accurate handling of daily operational tasks, maintains organized records, and supports department workflows. This position requires that the individual work in office.

Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Essential Duties and Responsibilities include the following:

• Provides assistance to visitors, customers, and vendors
• Answers incoming calls and forwards calls to appropriate personnel or department providing an introduction at transfer
• Monitors and responds to designated group email inbox
• Provides basic administrative support and maintains supplies to Lending Departments
• Performs other clerical duties as needed, such as filing, scanning, and photocopying
• Assists with various analyzing, formatting, and distribution of various reports
• Process loan payments and paydowns
• Enter and maintain accurate loan data
• Prepare and input of ACH and Cashier’s Checks
• Maintain confidentiality of customer and loan information
• Escalate complex or non-routine issues to higher-level team members
• Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
• Other duties as assigned

Qualifications:

• Minimum 2 years of administrative support and/or receptionist duties
• Preferred knowledge in lending, real estate or banking
• Intermediate computer skills using MS Word, Excel, PDF
• Prioritize and manage multiple tasks and competing priorities
• Ability to multi-task in a fast-paced environment

Supervisory Responsibilities: This job has no supervisory responsibilities.

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.