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Residential Loan Specialist

United States, San Francisco · Job Posted February 07, 2026
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Job Description

We are looking for a skilled Residential Loan Specialist to join our client's team in San Francisco, California. In this Contract to permanent position, you will play a pivotal role in managing residential loan processes from start to finish while ensuring precision and compliance at every step. This opportunity is ideal for professionals with a strong background in mortgage lending and a commitment to delivering exceptional service.

Job Responsibility

  • Serve as the primary liaison for residential lending, partnering with Relationship and Portfolio Managers to understand borrower needs and guide clients from application through funding
  • Evaluate borrower financials to structure appropriate loan solutions and prepare clear, accurate approval materials
  • Manage the full loan lifecycle, coordinating documentation, conditions, underwriting steps, and closing timelines to ensure smooth execution
  • Maintain oversight of a dynamic loan pipeline, monitoring workflow progress, reviewing documents for accuracy and compliance, and proactively resolving issues
  • Support clients with post‑closing follow‑ups, documentation requests, and ongoing service needs, while occasionally assisting with commercial loan activities as required

Requirements

  • 1 to 2 years of experience in loan underwriting or administration
  • Strong knowledge of residential loan structuring and compliance standards

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

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