Robert Half Corporation Jobs

Description

We are offering a long term contract employment opportunity for a Loan Operations Assistant in the Financial Services industry in San Luis Obispo, California. The chosen candidate will be a part of a team that focuses on Loan Servicing in accordance with bank policies and regulatory guidelines within set timeframes.

Responsibilities:

• Effectively communicating with bank employees for efficient work flow.

• Conducting review and research for processing CRM events such as Tax Service, Repayment plans, ACH set up, Billing notices, payment requests, loan advances, and verification of mortgages.

• Handling processing of Incoming Loan payments for seamless financial operations.

• Ensuring Paid Loan Processing for maintaining up-to-date records.

• Performing daily and GL balancing to maintain financial accuracy.

• Tracking Insurance and Flood events for risk management.

• Monitoring Property Tax and Escrow for financial accuracy.

• Overseeing Collateral Tracking for Deeds of Trust and DMV Titles.

• Managing UCC Lien Releases for legal compliance.

• Handling Credit Report and Disputes for customer satisfaction.

• Managing SWAP’s and Participations for efficient loan servicing.

• Servicing SBA and USDA.

• Implementing daily rate changes for financial accuracy.

• Servicing existing loans as needed for customer satisfaction.

• Cross training under the Loan Servicing umbrella as requested by management for skill enhancement.

Requirements • Proficiency in 3m Coding is an essential requirement for this role.

• Demonstrated experience with Adobe Acrobat is required.

• Familiarity with Automated Underwriting Systems is a must.

• Proficiency in using Customer Relationship Management (CRM) software is necessary.

• Experience in Data Processing is a key requirement.

• Knowledge of Appraisals in the financial sector is beneficial.

• The candidate must have experience in managing Bank Relations.

• Prior experience in a Call Center Customer Service role is desirable.

• Understanding of Closing Processes in financial operations is required.

• Strong knowledge of Compliance regulations and standards in the financial industry is crucial.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .