What are the responsibilities and job description for the Loan Servicing Manager position at Capstone Financial?
Join Our Team at Capstone Financial!
Are you a friendly and organized individual with a passion for providing exceptional customer service? Do you thrive in a fast-paced environment and enjoy being the first point of contact for clients and visitors? If so, we have the perfect opportunity for you to shine!
This is an IN PERSON position.
At Capstone Financial, we have funded over $200 million in private asset-based loans to local investors. We have originated over 2,000 loans since our opening in 2010, and we’ve established a reputation as a high-performing direct lender.
Under the Capstone companies, most of what you will be doing will be related to private financing in real estate. Ever seen the shows “Fix My Flip” or “Flip or Flop?” Those people are our customers. We, as a lender, finance their fix and flip projects. They don’t use their own money for those projects - we fund them!
Areas of Responsibility:
- Provide support by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs
- Assist customers with deposit related activities, such as but not limited to wire transfers, account transfers, and various inquires
- Assist with administrative responsibilities, such as but not limited to phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information
- Interaction with customers to collect various documents and financial information as reflected as exceptions
- Preparing various reports and maintaining filing systems
- Performing general clerical duties such as photocopying, faxing, mailing, and data entry
- Resolving administrative problems and inquiries
- Other duties and projects as assigned.
Necessary Skills/Experience:
- Attention to detail and accuracy
- Time management skills
- Strong work ethic and organization
- Ability to multitask and juggle multiple responsibilities
- Discretion with personal information and financial data
- Friendly and professional demeanor
- Experience with the Microsoft Office Suite (Word, Excel, Outlook, Dynamics)
- Preference given to candidates with experience in loan servicing, real estate, or the mortgage industry, as well as candidates with experience using The Mortgage Office software.
Salary: $60,000 plus bonus
1620 N 82nd Place
Scottsdale, AZ 85257
Salary : $60,000