Demo

Office Manager / Collateral & Loan Servicing Assistant

YouLand
Menlo Park, CA Full Time
POSTED ON 1/8/2026
AVAILABLE BEFORE 7/6/2026

The Office Manager / Collateral & Loan Servicing Assistant will own day‑to‑day office operations and support our lending business through collateral documentation and loan servicing. This role is ideal for a highly organized, detail‑oriented person who can manage documents, follow precise processes, and provide reliable support to both clients and internal teams.


Key Responsibilities


Collateral & Loan Processing

  • Prepare and print loan and collateral documents for closing
  • Organize, scan, and file loan packages and supporting documents
  • Verify that required documents are complete and properly signed
  • Coordinate with internal team members and clients to obtain missing information
  • Perform notary services for loan signings (if commissioned)


Loan Servicing

  • Monitor payment status and follow up with borrowers on late or missed payments
  • Make and receive phone calls related to loan servicing and collections
  • Maintain accurate servicing records and update internal systems
  • Support preparation of statements, notices, and other servicing communications
  • Coordinate with internal teams on loan renewals, extensions, and payoffs


Office Management & Admin

  • Manage office supplies, snacks, and Costco/office orders
  • Coordinate basic office maintenance and vendor communication
  • Support HR/people ops with light tasks such as:
  1. Scheduling interviews and internal meetings
  2. Assisting with onboarding logistics (paperwork, access, welcome materials)
  3. Provide general administrative support to the team as needed


Requirements

  • Strong attention to detail and accuracy, especially with financial and legal documents
  • Reliable, organized, and able to manage multiple tasks and priorities
  • Comfortable making servicing/collections phone calls in a professional manner
  • Professional written and verbal communication; customer‑service mindset
  • Proficient with standard office software (email, spreadsheets, PDF tools, printers/scanners)


Language Skills

  • Bilingual strongly preferred
  • Mandarin and/or Spanish are a plus


Licenses & Experience

  • Active Notary Public commission (or willingness/eligibility to obtain one) strongly preferred
  • Prior experience in loan servicing, loan processing, or financial services is a plus

• Prior office administration experience is a plus

Salary.com Estimation for Office Manager / Collateral & Loan Servicing Assistant in Menlo Park, CA
$70,309 to $95,847
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