Loan Servicing

Loan Servicing

Loan Servicing

Monterey offers financial management solutions and professional accounts receivable loan servicing, climbing above and beyond billing and payment processing.   Historically outsourcing aspects to managing a receivables portfolio reduces internal collection costs and increases capital.  With the ability to offer our clients automated document generation and e-signature, sales are closed expeditiously, either in person or in the virtual world.  All clients have the ability to review portfolio performance, run full set accounting reports, and view individual accounts through the Monterey website, which is available 24/7.  With this ability Monterey remains not only a reliable loan servicing specialist, but a transparent one.

Back-Up Servicing

In addition to being a loan servicing specialist, lenders and public companies often require a backup servicing provider in order to protect the value of their portfolios and investment.   Monterey has earned the respect of many lenders and public companies as a financial lending service by undergoing various audits throughout the year including financial audits, SAS70 audits, lender audits and more.  Our processes, quality assurance, and security are all tested repeatedly for compliance and accuracy.

Document Storage

Whether a company’s need for professional storage management stems from trimming costs, reclaiming space, protecting vital documents, and/or maintaining compliance with ever growing state and federal regulations, more and more are turning towards a third party solution. Monterey provides professional, secure records management in a third party environment for the protection of its clients along with its partners and customers. Monterey’s dual storage solution, including digital and physical storage, offers convenience as well as protection.

we know your financial needs don't look like everyone else's.