Settlement OfficerFreshTax • Santa Ana, California, United States
Settlement Officer
FreshTax • Santa Ana, California, United States
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
- [filters_job_card.quick_apply]
[job_card.job_description]Engage with inbound leads seeking tax relief assistance. Identify qualified opportunities and schedule consultations. Use proven scripts while maintaining a professional, consultative approach. Document all interactions accurately in the CRM. Consistently meet and exceed individual and team goals. Competitive, coachable mindset and drive to succeed. Strong communication and active-listening skills. Reliability and self-motivation. No prior sales experience required—we provide full training. Comprehensive onboarding and hands-on training. Uncapped earning potential with no commission caps. Clear promotion and leadership tracks. Weekly incentives, sales contests, and recognition for top performers. 401(k) retirement plan with company match. Paid time off (vacation, sick days, company holidays). Paid training and wellness days. Catered lunches every Friday. Fun quarterly company outings and celebrations.
About the Role :
FreshTax is expanding quickly and looking for a motivated Settlement Officer to join our dynamic, high-performing team. You’ll connect with individuals who have already asked for help resolving their tax challenges—all inbound, pre-qualified leads.
Your job is to qualify prospects, gather key details, and schedule consultations with our senior specialists. This is a high-impact, consultative sales role with full training and unlimited income potential.
Work Environment :
This is a 100% on-site position at our headquarters in Santa Ana, CA. We believe in the energy of in-person collaboration to drive results.
Compensation :
- Base Pay : $17.00 per hour (full-time, 40 hours / week).
- Commission : Top performers earn $8,000–$15,000 per month.
- Annual Potential : $75,000 – $200,000+.
What You’ll Do :
What You Need to Have :
What We Offer :
Perks :
Why Join FreshTax :
At FreshTax, your ambition drives your success. We reward effort, celebrate achievements, and provide genuine career growth opportunities. If you’re ready to join a team that values your performance and invests in your future, FreshTax is the place for you.
Ready to Build Your Career?
Apply today and start a rewarding journey where hard work truly pays off.
Our Commitment :
FreshTax is proud to be an equal opportunity employer, fostering a diverse and inclusive environment. We welcome applicants of all backgrounds and provide reasonable accommodations during the hiring process.
[job_alerts.create_a_job]
Settlement Officer • Santa Ana, California, United States
[internal_linking.related_jobs]
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
Resident Service Specialist to join our team in Costa Mesa, CA.This position supports property operations for 27 Seventy Five, Harbor at Mesa Verde and Rosebeach, our exclusive apartment communitie...[show_more]
Temp-Construction Disbursement Officer.The Temp-Construction Disbursement Officer is responsible for the servicing of complex Commercial Construction Projects and complex Construction Loans with ac...[show_more]
Job Opportunity With The City Of Santa Ana.The City of Santa Ana is looking for individuals who are results-oriented, possess great attitudes, demonstrate creativity and innovation, work efficientl...[show_more]
A reasonable estimate for this position is $55,000-$194,800.See table Specialist Series - Exempt.Friday, Nov 7, 2025 at 11 : 59pm (Pacific Time).
Applications received after this date will be reviewed...[show_more] A reasonable estimate for this position is $55,000 - $194,800.See Specialist Series - Represented Fiscal Year.Saturday, Aug 9, 2025 at 11 : 59pm (Pacific Time).
Applications received after this date w...[show_more] 
Are you an outgoing people-person who thrives in a fast-paced work environment? If so, we are looking for you! Our lending team is seeking a junior loan officer to help applicants navigate through ...[show_more]
Part-time / temporary faculty positions offer flexible hours and the opportunity to assist a diverse group of adult students in achieving their educational goals.
As one of the largest community colle...[show_more] Under general supervision, the Professional Expert provides assistance and support in accordance with assignments and directions from the supervisor.
Have specialized knowledge or expertise not gene...[show_more] Are you ready to take your mortgage career to the next level? At Summit Home Lending, we don’t just originate loans, we create meaningful solutions for our clients and provide a culture where top p...[show_more] Next Generation Business Relationship Officer.Being the next generation Business Relationship Officer at East West Bank means you are part of a world-class team that focuses on delivering a high qu...[show_more] 
Financial Aid Specialist (Multiple Positions).Mon-Thurs 10am-7pm, Fri 8am-4 : 30pm.Shift differential eligibility based on the current collective bargaining agreement.
San Antonio College offers a com...[show_more]
Senior Financial Accountant – Statutory Reporting (Consultant).December 2025 – July 2026 (Maternity Leave Coverage).Senior Financial Accountant (Consultant).
Insurance Financial Reporting Team.This ...[show_more] Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more] 
Consultant For Deloitte Office Of Confidentiality And Privacy (C&P).Deloitte Consulting Office of Confidentiality & Privacy (C&P) is seeking a consultant with demonstrated success in risk managemen...[show_more] Established in 1979, the Cerritos College Foundation is a 501(c)(3) non-profit organization that provides critical support for students and college programs.
The Foundation has assets totaling appro...[show_more] 
Customs and Border Protection Officer (CBPO).A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.Customs an...[show_more]
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.
This position solicits new institutional business for the Wealth divisi...[show_more]
Senior Specialist, Construction Disbursement
Cathay Bank - Headquarters • Rosemead, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Resident Service Specialist - 27 Seventy Five Apartments
UDR, Inc. • Costa Mesa, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Temp-Construction Disbursement Officer
East West Bancorp • El Monte, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Correctional Officer
Government Jobs • Santa Ana, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Specialist Series Pool Ad
University of California - Irvine • Orange, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Specialist Series
University of California - Irvine • Orange, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Junior Loan Officer
Summit Home Lending • Huntington Beach, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
.PT Faculty POOL - Real Estate
Coast Community College District • Costa Mesa, CA, United States
[job_card.part_time] +1
[last_updated.last_updated_30] • [promoted]
Military Site Advisor
Coast Community College District • Costa Mesa, CA, United States
[job_card.temporary]
[last_updated.last_updated_30] • [promoted]
Loan Officer
Summit Home Lending • Huntington Beach, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Business Relationship Officer
East West Bancorp • Cerritos, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Financial Aid Specialist (Multiple Positions)
InsideHigherEd • City of Industry, California, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Accountant Consultant - Statutory Reporting
Vaco by Highspring • Newport Beach, California, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Data Governance Officer
Cathay Bank - Headquarters • El Monte, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Deloitte+Office of Confidentiality and Privacy (C&P) Portfolio Consultant - National Office
California Staffing • Costa Mesa, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Senior Development Officer
InsideHigherEd • Norwalk, California, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Customs and Border Protection Officer
U.S. Customs and Border Protection • Fountain Valley, California, US
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Institutional Business Development Officer
First Citizens Bank • Pasadena, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]