Xceed Financial Credit Union
  • - Loan Servicing
  • El Segundo, CA, USA
  • 12.28 - 18.42 per hour
  • Full Time

Looking for a workplace where your amazing talents and abilities are valued, and where the incredible service and teamwork you bring to the table are rewarded?


At Xceed Financial, we're proud of the outstanding products and extra-mile service we provide our members, but we know that it's extraordinary associates at every level of the Credit Union who make it all happen. That's why we make it a priority to provide work environments that reflect those values. It's also why we offer awesome benefits and industry-leading compensation packages. And did we mention that CU Times just named us a "Best Credit Union to Work For" each of the past four years?


If you're a top-notch clerical professional who's looking for a new challenge, read on and see if this role fits you. If so, we hope you'll contact us!


The Position At-a-Glance:


As our Loan Servicing Clerk, you'll report to the Supervisor of Loan Servicing and provide clerical support for all aspects of servicing the Credit Union's consumer, real estate and commercial loans. Basically, you'll be sort of the nerve center for the unit, because the proper handling of loan files and information is hugely-important! You'll be interacting with people inside and outside the Credit Union, so your professional demeanor and resourcefulness will really come in handy. And because you'll be helping with lots of different types of loans, documents, and investor reports, it's important that you have a knack for organization, and a super-sharp eye for detail and accuracy.




  • Assist in the efficient, professional and cost-effective servicing of the Credit Union's loans, including compliance with quality control aspects of real estate, commercial and consumer loans serviced by or through Xceed. Comply with all relevant Federal, State, or Local laws and regulations, as well as XFCU and investor requirements.
  • Perform clerical responsibilities for the department, including but not limited to, collecting and addressing incoming email, mail and faxes.
  • Fulfill file and document requests from other departments and third party vendor/servicer.
  • Maintain accurate file retention records and safeguard all loan files.
  • Interface with other departments as well as third party vendors/service providers with respect to the real estate and consumer loan portfolio and reports.
  • Assure the accurate and timely receipt and processing of servicing related data documents and products (conversions, modifications, corrections, etc.), while assuring their compliance with applicable State, Federal, and local laws/regulations and XFCU and investor requirements.
  • Assist with loan servicing related reports and system data testing as needed.
  • Assist with monthly data changes, as required for investor reporting.
  • Develop and maintain knowledge of current real estate and consumer loan programs and their servicing standards/requirements.
  • Ensure all servicing quality standards are met and maintained on each assigned real estate and/or consumer loan file.
  • Assist with gathering documents, transaction histories, loan files and any other items required to satisfy internal and external audit requests.
  • Assist with the timely reconveyance/satisfaction of lien releases to meet relevant State, Federal and local laws/regulations, as well as XFCU internal requirements.
  • Report status and results of the Servicing Unit's activities, as directed, to the Manager of Loan Servicing and Investor Relations.
  • Cross train as appropriate.
  • Additional projects, as assigned.




  • Minimum of one year of experience.
  • Must be detail-oriented, resourceful and organized.
  • Technical knowledge and experience in the area of mortgage and consumer loan servicing preferred.
  • Must also have a thorough knowledge of credit union regulatory requirements.
  • Ability to think critically to address various loan servicing needs.




High School Diploma required.

This position has been closed and is no longer available.
Xceed Financial Credit Union


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