Sr. Loan Servicing Specialist

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Join the Loan Operations team and be a key part of the growth at Happy Money!

About the Job

  • Review and prepare Excel based reports – weekly, monthly, annually
  • Validate monthly loan modification portfolio
  • Serve as liaison with in-house engineers and third-party loan servicing system contact, to address and help trouble-shoot problems, as well as advise of areas for improvement
  • Weekly review of and reply to credit disputes
  • Respond to escalated member inquiries

About You

  • Bachelor’s degree preferred
  • Three plus years of experience in Loan Operations or Loan Servicing
  • Exhibit flexibility, must be able to regularly adapt to new processes
  • Detail oriented, high level of accuracy
  • Must be able to work effectively without supervision
  • Extremely comfortable with computers and high aptitude for learning new systems
  • Strong typing and written communication skills
  • Extremely strong Microsoft Office skills, experience with Excel and Google Sheets

About Happy Money

Happy Money is a financial services company seeking to blend content, psychology, and personal finance to help people lead happier lives. We believe in taking care of our employees, putting the customer first, having a sense of humor, and getting things done.

Perks & Benefits

  • Rich medical benefits offering, some paid 100% by Happy Money!
  • Flexible vacation policy 
  • All the single-origin, micro-batch roasted coffee you can drink (or tea if that’s your thing)
  • Craft Beer Thursdays – we love to mingle and enjoy great brews!
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Location

1700 Flight Way, Tustin, CA 92626

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