Loan Boarding and Funding Specialist

Loan Boarding & Funding Specialist

Location: Sacramento, CA

Position Overview

The Loan Boarding & Funding Specialist is responsible for accurately boarding loans into the core system, reviewing loan documentation, and ensuring all funding requirements are completed in compliance with internal policies and regulatory standards. This role plays a key part in maintaining data integrity, processing funding transactions, and supporting loan servicing operations.

Responsibilities

• Board loans into the core system, ensuring accuracy of terms, structure, and data
• Validate loan details including rates, payment schedules, maturity dates, and conditions
• Set up loan structures such as escrow accounts, interest reserves, participations, and fee arrangements
• Review executed loan documentation to ensure completeness, accuracy, and alignment with approved terms
• Verify all funding conditions are satisfied prior to disbursement
• Process loan funding, advances, payoff disbursements, and wire transactions
• Perform callback verifications in accordance with internal controls and dual-control procedures
• Ensure adherence to all internal policies, regulatory requirements, and consumer protection standards (including UDAAP guidelines)
• Process routine loan maintenance requests, including borrower updates, autopay setup, and statement configurations
• Support escrow and insurance administration tasks
• Cross-train in servicing functions to assist with operational coverage
• Support departmental operations through additional administrative and operational tasks as needed

Qualifications

• Minimum of 2 years of experience in loan operations, loan documentation, or financial services support
• Working knowledge of loan systems and core banking platforms
• Strong data entry skills with a high level of accuracy
• Proficiency in Microsoft Office applications
• Understanding of loan products and processes, including consumer, commercial, and/or mortgage lending
• Familiarity with loan documentation and closing processes
• Strong attention to detail and accuracy
• Ability to adapt in a fast-paced and changing environment
• Effective communication skills (written and verbal)
• Strong collaboration and teamwork abilities
• Reliability and ability to meet deadlines
• Commitment to compliance and regulatory standards

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Pay Details: $23.00 to $25.00 per hour

Search managed by: Savannah Mckillip

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.