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Loan Application Specialist
Loan Application SpecialistTaxRise • Irvine, CA, United States
Loan Application Specialist

Loan Application Specialist

TaxRise • Irvine, CA, United States
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

ABOUT THE ROLE

As a Loan Application Specialist youll process and submit all finance applications for the sales team in accordance with established policies and procedures and appropriate guidelines. This position will provide strong communication and support to sales and clients to clear stipulations needed.

Were all about that in-person vibethis role is 100% on-site! If youre excited to work side?by?side with our team (or are ready to make the move), then youre a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

HOW YOU'LL BE REWARDED

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.

  • Base pay : $20.00 - $25.00 per hour (full?time, 40 hours per week)
  • Monthly Bonus : Average bonus potential of $2,000 - $4,000 per month

Your success is in your hands - our top performers consistently earn even more! If youre looking for a role where your effort directly translates to higher earnings, this is the place for you. Join us and rise with a team that values and rewards excellence!

WHAT YOULL DO

  • Build and develop relationships with Finance companies to ensure a smooth process for our clients.
  • Reviews loan applications in process daily and determines which loans must be processed immediately.
  • Evaluate case?specific quotes to ensure accuracy and alignment with financial objectives.
  • Performs document audit to approve or reject each loan package for funding.
  • Enters data from new loan applications and other documents into computer system.
  • Provides follow?up on a consistent basis with originators, borrowers, and agents to complete processing.
  • Analyzes loan files and submits completed loans for approval.
  • Oversees regulatory compliance to ensure adherence to all relevant guidelines and regulations.
  • Creates and maintains loan files.
  • Maintains status of all files in process and updates as needed.
  • Completes all required paperwork and forms in a timely and accurate manner; prepares all required reports.
  • Performs other related duties as assigned by management.
  • Actively participates in continuous improvement initiatives aimed at enhancing the efficiency and effectiveness of the loan application process, contributing ideas and feedback for process enhancements.
  • Collaborates with cross?functional teams to address complex client cases and resolve any outstanding issues or concerns in a timely and efficient manner.
  • WHAT YOULL NEED TO HAVE

  • One to two years related experience or equivalent in Finance.
  • Thorough working knowledge of policies, compliance, and procedures.
  • High level of proficiency with credit assessment.
  • Multitasking capabilities and ability to work on multiple deals at one time.
  • Commitment to excellence and high standards.
  • Excellent written and oral communication skills.
  • Strong organizational, problem?solving, and analytical skills.
  • Ability to manage priorities and workflow.
  • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
  • Proven ability to handle multiple projects and meet deadlines.
  • Strong interpersonal skills.
  • Good judgement with the ability to make timely and sound decisions.
  • Bilingual skills are a plus.
  • Ability to effectively present information and respond to questions.
  • Ability to effectively communicate with people at all levels and from various backgrounds.
  • High school diploma or general education degree (GED); or two years related experience and / or equivalent combination of education and experience.
  • We understand potential comes in many forms. Even if you dont check every box, we still encourage you to apply; we consider all qualified candidates.

    WHAT WE OFFER

  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on?site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings
  • ABOUT US

    At TaxRise, our mission is simple yet impactful : to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.

    When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

    We're proud to be the fastest?growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

    If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team thats reshaping the future of tax resolution.

    OUR COMMITMENT

    At TaxRise, were proud to be an equal opportunity employer. We know that a world?class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and / or veteran status, or any other basis prohibited by applicable law.

    TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

    California Applicants : Please review our Notice at Collection and California Privacy Policy before submitting your application.

    Voluntary Self?Identification of Disability

    We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress toward this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

    Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labors Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov / ofccp.

    How do you know if you have a disability?

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV / AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and / or other supports
  • Nervous system condition, for example, migraine headaches, Parkinsons disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention?deficit / hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
  • PUBLIC BURDEN STATEMENT : According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

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