Office Manager​/Collateral & Loan Servicing Assistant

The Office Manager / Collateral & Loan Servicing Assistant will own day‑to‑day office operations and support our lending business through collateral documentation and loan servicing. This role is ideal for a highly organized, detail‑oriented person who can manage documents, follow precise processes, and provide reliable support to both clients and internal teams.

• Prepare and print loan and collateral documents for closing
• Organize, scan, and file loan packages and supporting documents
• Verify that required documents are complete and properly signed
• Coordinate with internal team members and clients to obtain missing information
• Perform notary services for loan signings (if commissioned)

• Monitor payment status and follow up with borrowers on late or missed payments
• Make and receive phone calls related to loan servicing and collections
• Maintain accurate servicing records and update internal systems
• Support preparation of statements, notices, and other servicing communications
• Coordinate with internal teams on loan renewals, extensions, and payoffs

• Manage office supplies, snacks, and Costco/office orders
• Coordinate basic office maintenance and vendor communication
• Support HR/people ops with light tasks such as:
• Scheduling interviews and internal meetings
• Assisting with onboarding logistics (paperwork, access, welcome materials)
• Provide general administrative support to the team as needed
• Prior office administration experience is a plus

• Strong attention to detail and accuracy, especially with financial and legal documents
• Reliable, organized, and able to manage multiple tasks and priorities
• Comfortable making servicing/collections phone calls in a professional manner
• Professional written and verbal communication; customer‑service mindset
• Proficient with standard office software (email, spreadsheets, PDF tools, printers/scanners)

• Bilingual strongly preferred
• Mandarin and/or Spanish are a plus

• Active Notary Public commission (or willingness/eligibility to obtain one) strongly preferred
• Prior experience in loan servicing, loan processing, or financial services is a plus