Loan Support Clerk #3613504

Join a professional banking operations environment supporting loan servicing and client services functions. This team plays an important role in maintaining accurate loan records, organizing documentation, and helping ensure day-to-day loan support activities are completed with precision and efficiency. The work environment is onsite, structured, and detail-driven, with a strong focus on accuracy, organization, and dependable administrative support.

Engagement: W2 only (no C2C/1099)

This is an onsite contract opportunity in Brea, California, supporting a financial services loan operations team. The role offers hands-on exposure to loan documentation, banking procedures, data maintenance, and operational support within a professional financial services setting.

• Maintain organized loan files, documentation, applications, and correspondence.
• Review borrower and loan information for completeness, accuracy, and proper documentation.
• Update loan systems with status changes, payment information, and account notes.
• Support loan processors and officers with clerical tasks, follow-ups, and document preparation.
• Perform data entry, scanning, filing, and routine reporting to support daily loan operations.
• Respond to internal and external inquiries in a timely, professional, and accurate manner.

• 5–7 years of experience in financial services, banking operations, loan support, or administrative support preferred.
• Familiarity with loan documentation, loan servicing, and basic banking procedures.
• Strong attention to detail with proven ability to maintain accurate records and data.
• Experience using Microsoft Office and document management systems.
• Strong communication, organization, and follow-up skills.
• Ability to work onsite in a structured, fast-paced administrative environment.
• Comfortable supporting clerical workflows including filing, scanning, reporting, and system updates.