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Home Equity Loan Account Servicing Specialist

Workway

Garden Grove, CA

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JOB DETAILS
SALARY
$25–$29 Per Hour
SKILLS
Banking Regulations, Business Growth, Commercial Banking, Communication Skills, Consumer Loans, Customer Support/Service, Documentation, Escrow, Finance, Health Plan, Home Equity Line of Credit (HELOC), Home Equity Loans, Home Liens, Insurance, Liens, Loan Servicing, Loans, Maintain Compliance, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Mortgage Lending, Process Improvement, Quality Control, Reconciliation, Regulatory Compliance, Resolve Customer Issues, Second Mortgage, Small Business, Transaction Processing/Management, Treasury Management
LOCATION
Garden Grove, CA
POSTED
25 days ago
We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a HELOC (Home Equity Line of Credit) Loan Account Servicing Specialist opportunity with a California-chartered commercial bank headquartered in Southern California, serving individuals, professionals, and small- to medium-sized businesses with a full range of deposit, lending, treasury management, and SBA financing solutions. The Bank is known for its relationship-focused approach, personalized service, and commitment to helping businesses and communities grow through customized financial solutions and local decision-making.

The Home Equity Loan Account Servicing Specialist is responsible for the specific duties listed below.

Your specific duties will include:
  • Maintaining and servicing a portfolio of HELOC accounts, including draws, payments, and line maintenance.
  • Processing account transactions, including advances, paydowns, renewals, freezes, and closures.
  • Monitoring account activity and ensuring accurate posting and reconciliation of transactions.
  • Managing rate adjustments and ensuring compliance with applicable regulations and policies.
  • Processing borrower payments, payoff requests, statements, and lien releases.
  • Supporting escrow administration, including tax and insurance payments, as applicable.
  • Responding to customer inquiries and resolving account servicing issues.
  • Maintaining accurate documentation and audit-ready records.
  • Assisting with reporting, quality control reviews, audits, and process improvement initiatives.
  • Identifying and escalating potential fraud, compliance, or operational risks.
Required qualifications for the position include:
  • Bachelor's degree in Finance, Business, or a related field (or equivalent experience).
  • 2–5+ years of experience in mortgage or consumer loan servicing, preferably with HELOC products.
  • Strong knowledge of HELOC products and servicing processes.
  • Familiarity with banking regulations and compliance requirements.
  • Excellent customer service and communication skills
  • Knowledge of the Client Navigator system is a plus
  • Proficiency in Microsoft Office applications, including Excel, Word, and Outlook
Preferred Qualifications for the position include:
  • Experience with line-of-credit products or second lien mortgages.
  • Prior experience in a regulated financial institution.
Pay Rate Range: $25.00 - $29.00 per hour.

Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies, and experience, and location. Employees have access to healthcare benefits, including medical, dental, and vision as well as a 401(k) plan.

Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!

Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO . To receive state and federal compliance posters, e-mail

hr@workway.com

or call 972.514.1515.

We collect personal information as part of the application and hiring process. For details about the categories of information collected, purposes of use, and your rights under law, please review our Candidate Privacy Act Disclosure Notice: Privacy Policy

#CommercialBanking #Bank #HELOC #HomeEquity #CES #LoanServicing #MortgageLoanServicing #ConsumerLoanServicing

About the Company

W

Workway

Opening our doors in 2005, the founders of Workway were the first in the staffing industry to nationally specialize in the areas of Title, Escrow, Mortgage and Foreclosure. Since then, Workway has become the leading experts in this field delivering talent on a national basis. We are a staffing business that has grown and evolved with the industry through technological advances, economic shifts and the dynamics of a changing work force.

In 2011, Workway was purchased by the “Bowmer” family from the original founders continuing its operation as a family owned business. The “Bowmer” family have been prevalent within the employment services industry for the last 25 years with John Bowmer, Workway’s Chairman, having been CEO and Chairman of Adecco SA.

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2005
WEBSITE
https://workway.com/