A Sacramento-based financial institution is seeking a Loan Boarding & Funding Specialist to support loan setup, documentation review, and funding accuracy. This role ensures loans are boarded correctly, funding conditions are met, and all data is entered with precision. This full-time role offers competitive compensation, a comprehensive benefits package, generous time-off programs, and multiple financial incentives including bonuses, profit-sharing, and a discounted stock purchase plan. Our client also offers strong growth and development opportunities, along with additional perks that make this an excellent long-term career move.100% onsite in Sacramento. Schedules are flexible, with potential shifts including 7:30 a.m.–4:30 p.m., 9:00 a.m.–6:00 p.m., and 8:00 a.m.–4:30 p.m.
Pay Range : $21.00 - $23.00/hour (DOE)
Role: Direct Hire
Key Responsibilities
- Board loans into the core system and verify accuracy of terms and data
- Review executed loan documents for completeness and compliance
- Process loan funding, advances, payoffs, and wire transactions
- Validate rates, terms, maturity dates, and payment schedules
- Support escrow, insurance, reconciliation, and routine maintenance tasks
Skills and Qualifications
- High school diploma or equivalent required; college degree preferred
- Strong attention to detail, accuracy, and reliability, with the ability to adapt in a fast-paced environment
- Clear, professional communication skills and a positive, team-oriented work style
- Commitment to compliance, internal controls, and high-quality operational standards
- 2+ years of experience in commercial loan operations, loan documentation, or financial services
- Proficiency in loan systems, core banking platforms, and Microsoft Office
- Solid understanding of loan documentation and lending products, including consumer, commercial, and mortgage loans
